Customize E-mails
Customized E-mails are available in the Security & Compliance plan and higher tiers. See the pricing page for more details.
Syskit Point provides the option to customize e-mails sent to site owners as a part of Workspace Review, Inactive Workspaces, Access Review tasks (replaced by Workspace Review), and other policy tasks.
E-mails are also used to receive scheduled reports available in the Reports section of Syskit Point.
The following aspects of the e-mails can be customized:
- Logo
- Banner
- Subject
- Additional message in the body of the e-mail
These changes can be performed in two locations within Syskit Point Settings:
- General Settings > E-mail section
- Governance Settings > Access Review Options
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 is used in all e-mails sent by Syskit Point
- The recommended size for the logo is 512x50px
- It is best to use a PNG image with a transparent background
- A global e-mail banner that is used in all e-mails sent from Syskit Point
- The recommended banner size is 600x170px
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.
Customize Workspace Review E-Mail
Hint!
The customization affects automatic e-mails sent for workspaces with assigned Workspace Review policies. For more information on that topic, visit the following article.
To customize the Workspace Review e-mail, navigate to Settings > General > E-mail > Customize Workspace Review E-mail (1).
Here you can:
- Customize the Workspace Review e-mail (2) by clicking the Customize e-mail button
- Preview the Workspace Review e-mail (3)
After clicking the Customize e-mail button, you will see the following sections:
- Subject (1) - only applies to the Workspace Review e-mail sent to the owners and administrators
- Upload new banner image (2) - only applies to the Workspace Review e-mail sent to the owners or administrators; initially, a default banner image is set up
- Define custom message (4) - only applies to the Workspace 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 Preview e-mail button, and a preview dialog opens, showing what your e-mail would look like when sent.
Customize Inactive Workspaces E-Mail
Hint!
The customization affects automatic e-mails sent for workspaces with assigned Inactive Workspaces policies. For more information on that topic, visit the following article.
To customize the Inactive Workspace e-mail, navigate to Settings > General > E-mail > Customize Inactive Workspace E-mail (1).
Here you can:
- Customize the Inactive Workspace e-mail (2) by clicking the Customize e-mail button
- Preview the Inactive Workspace e-mail (3)
After clicking the Customize e-mail button, you will see the following sections:
- Subject (1) - only applies to the Inactive Workspace e-mail sent to the owners and administrators
- Upload new banner image (2) - only applies to the Inactive Workspace e-mail sent to the owners or administrators; initially, a default banner image is set up
- Define custom message (4) - only applies to the Inactive Workspace 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 Preview e-mail button, and a preview dialog opens, showing what your e-mail would look like when sent.
E-mail Templates
The E-mail Templates section in E-mail Settings lets you download the Syskit Point built-in templates, edit them to match your organization's requirements, and upload your customized versions. You can also reset all e-mail templates to their default setting.
This is useful when you want to, for example, add organization-specific legal disclaimers or footer content to e-mails or adjust the HTML structure of a template to match your company's branding guidelines.
Please note!
Uploaded templates take effect immediately. All e-mails sent after the upload will use the new templates.
To manage e-mail templates, navigate to Settings > General > E-mail > E-mail Templates.
Here you can:
- Download Templates (1) - clicking this downloads a zip file containing all e-mail templates included by default in Point. The zip file you receive contains two folders:
- Default - this folder always contains the original built-in templates.
- Custom - this folder is included only when there are customized templates and contains the modified templates.
- Upload Templates (2) - clicking this lets you upload a zip file containing your modified templates to apply them. Two rules apply:
- HTML files must be in the root of the zip, not in subfolders.
- The file name must match the original template name exactly.
- Files with unrecognized names are ignored.
- Reset All to Default (3) - clicking this removes all customized templates and reverts to the default built-in Point templates.
- Clicking Save (4) stores any changes you made.
