This article explains how to customize e-mails within SysKit Point.
Customize E-mails
SysKit Point allows you to edit e-mails that will be sent to site owners as a part of Permissions Review and Lifecycle Management Automation.
You can customize the following aspects of e-mails:
- subject
- logo
- 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 > Permissions Review
- Governance Settings > Lifecycle Management
E-mail customization is only available as a part of the Enterprise subscription plan. 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. To define the logo:
- Navigate to the E-mail Settings screen (1)
- Click the Upload Logo link (2) - File Explorer window opens
- Select the file with your logo (3)
- click Open (4)
Modifying the logo in SysKit Point is a global action, which means that editing from any location in the settings (E-mail section, Permissions Review, or Lifecycle Management) will affect all e-mails.
In the picture below, the defined logo is shown. Here, you can also:
- Upload New Logo (1), as already described
- Remove Logo (2)
If you already have a URL of your logo located in the content distribution network (CDN) and want to use it, you can do the following:
- Navigate to the
C:\ProgramData\SysKit\Point\Settingsfolder - Open the
settings.jsonfile with a text editor - Paste your URL next to the
logoURLattribute (3)
Permissions Review Settings
Customizing the Permissions review e-mail is possible only if the Automated Permissions Review feature is enabled. For more information on that topic, visit the following article.
To customize the Permissions Review e-mail:
- Open the Permissions Review tab (1) in the Governance section of settings
- Click the Customize e-mail button (2) to open the editing screen
Here, you will see the following sections that can be edited:
- Subject (1) - only applies to the Permissions Review email sent to the owners or administrators
- Logo (2) - global for all emails
- Banner image (3) - only applies to the Permissions Review email sent to the owners or administrators
- Custom message (4) - only applies to the Permissions Review email sent to the owners or administrators
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.
When done with editing, click the Confirm button (5) to save your changes.
You can immediately see the e-mail changes by clicking the Preview e-mail button (1).
Lifecycle Management Settings
Similar to the Permissions Review e-mail customization, there is an option to customize Lifecycle Management e-mails.
To customize the Permissions Review e-mail:
- Open the Lifecycle Management tab (1) in the Governance section of the settings
- Click the Customize e-mail button (2) to open the editing screen
Similar to the Permissions Review e-mail, you can edit the following sections:
- Subject
- Logo
- Custom Message
All the rules apply as for the Permissions Review e-mail customization.
You can access the e-mail preview by clicking the Preview e-mail button.