You can configure email notifications to be sent automatically to affected Meridian Portal users when document revisions are released in the repository or when packages have been acknowledged by their recipients. The messages will be sent to the email address that is registered for the user's Meridian Cloud account.
You must be assigned to the Tenant Administrator role to perform this task.
To configure document release notification:
- On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon
. The Account Settings page appears.
- In the menu, click Document Settings. The Document Settings page appears.
- Click the Notification tab to open it. The current notification settings appear.
- In the toolbar, select a project type from the list for which you want to set its notifications. The settings for the selected project type appear.
- For each role in the list that you want to configure, click the toggle
to enable or disable notification.
- In the Access Control on Release Documents group, select how you want to provide access by external users to released documents. By default, external users (those assigned to the Contractor role) do not have access to see released documents.
Portal scans the logo and URL you provide for malicious content. If your logo file contains a virus or the link contains malware, Portal will not accept them. An event will also be added to the audit log.
To configure your organization's logo to appear in notifications:
- On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon
. The Account Settings page appears.
- In the menu, click E-mail Settings. The E-mail Settings page appears.
- Click options or type values using the descriptions in the following table.
Option | Description |
---|---|
Company logo kind |
Select which logo to include in notifications. |
Company logo image |
Click Upload/Link to upload an image either from your computer or a URL. |
Link for logo clicks |
Type a web address to open when users click the logo. |
Send test e-mail |
Type an email address to receive a test notification using the current settings. |
Comments
0 comments
Please sign in to leave a comment.