This article explains how to customize e-mails within SysKit Point.

Customize E-mails

SysKit Point allows you to customize e-mails that will be sent to site owners as a part of Access Review and Lifecycle Management Automation.

You can customize the following aspects of e-mails:

  • logo
  • banner
  • subject
  • additional message in the body of the e-mail

These changes can be performed in three locations within SysKit Point Settings:

  • General Settings > E-mail section
  • Governance Settings > Access Review
  • Governance Settings > Lifecycle Management

Please note!
Only SysKit Point Admin users can customize e-mails.

E-mail Settings

In E-mail settings, you can define: A global logo that will be used in all e-mails sent by SysKit Point A global e-mail banner that will be used in all e-mails sent from SysKit Point

To define a logo used in all e-mails:

  • navigate to the E-mail Settings screen (1).
  • Scroll down to see the Customize Logo section
  • Drag and drop your logo file (2) to define your logo; keep in mind the supported file formats - JPEG and PNG
  • Click Save (3) to save your changes

To define a banner used in e-mails:

  • navigate to the E-mail Settings screen (1).
  • Scroll down to see the Customize Banner section
  • Drag and drop your banner file to define your banner; keep in mind the supported file formats - JPEG and PNG
  • Drag the added image (2) to adjust the position
  • Zoom in or zoom out (3) to adjust the view
  • Click Save (4) to save your changes

Hint!
Modifying the logo and banner as described here is a global action, meaning that it will affect all e-mails.

Access Review Settings

Hint!
Customizing the Access Review e-mail is possible only if the Automated Access Review feature is enabled. For more information on that topic, visit the following article.

To customize the Access Review e-mail, first, navigate to Settings > Governance > Access Review Options(1). Here you can:

  • Customize the Access Review e-mail (2) by clicking Customize e-mail button
  • Preview the Access Review e-mail (3)

After clicking the Customize e-mail button, you will see the following sections:

  • Subject (1) - only applies to the Access Review e-mail sent to the owners and administrators
  • Upload new banner image (2) - only applies to the Access Review e-mail sent to the owners or administrators; initially, a default banner image is set up
  • Remove banner image (3)
  • Define custom message (4) - only applies to the Access Review e-mail sent to the owners or administrators

When finished, click the Confirm button (5) to save your changes.

Please note! The custom message can contain plain text or HTML. A link has to be defined in the HTML form <a href="URL">LinkDisplayText</a> where URL represents a web address to a web resource, and the LinkDisplayText is an arbitrary text that will be displayed in the e-mail, and, when clicked, lead to the defined URL.

You can immediately see the e-mail changes by clicking the before-mentioned Preview e-mail button. The Preview dialog opens, as shown in the image below.

Lifecycle Management Settings

Similar to the Access Review e-mail customization, there is an option to customize Lifecycle Management e-mails.

To customize the Lifecycle Management e-mail, navigate to Settings > Governance > Lifecycle Management (1). Here you can:

  • Customize the Lifecycle Management e-mail (2) by clicking Customize e-mail button
  • Preview the Lifecycle Management e-mail (3)

Similar to the Access Review e-mail, you can edit the following sections after clicking the Customize e-mail button:

  • Subject (1) - only applies to the Lifecycle Management e-mail sent to the owners and administrators
  • Define the banner image (2) - only applies to the Lifecycle Management e-mail sent to the owners or administrators; initially, no banner image is set up
  • Define custom message (3) - only applies to the Lifecycle Management e-mail sent to the owners or administrators

When done with editing, click the Confirm button (4) to save your changes.

You can access the e-mail preview by clicking the Preview e-mail button.