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

Please note!
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)

Customize Logo - Upload Logo

Customize Logo - File Explorer

Hint!
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)

Customize Logo - Uploaded Logo

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\Settings folder
  • Open the settings.json file with a text editor
  • Paste your URL next to the logoURL attribute (3)

Customize Logo - Settings file

Permissions Review Settings

Hint!
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

Permissions Review Settings 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

Customize Permissions Review E-mail

Customize Permissions Review E-mail

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).

Permissions Review - Preview e-mail

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

Lifecycle Management Settings 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.