Customize E-Mails
This article explains how to customize e-mails within Syskit Point.
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 that are sent to site owners as a part of Access Review and Lifecycle Management Automation.
E-mails are used for Access Review and Lifecycle Management tasks and any policies created under Policies. They are also used for receiving reports that are 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 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 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.
Access Review Settings
Hint! The customization affects automatic emails sent for workspaces with assigned Access Review policies. 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.
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