Customize E-mails

This article explains how to customize e-mails within SysKit Point.

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.

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:

  • Enter a URL of your logo located in the content distribution network (CDN)

  • Click Save to apply changes

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.

Customize Logo section in E-mail Settings

To remove the logo, click the Remove Logo action and save your changes.

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 in the Governance section of settings

  • Click the Customize e-mail button to open the editing screen

Permissions Review Settings screen

Here, you will see the following sections that can be edited:

  • Subject

  • Logo

  • Banner image

  • Custom message

Customize Permissions Review E-mail screen

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 to save your changes. You can immediately see the e-mail changes by clicking the Preview e-mail button.

Preview e-mail screen for Permissions Review

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 in the Governance section of settings

  • Click the Customize e-mail button 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

Customize Lifecycle Management E-mail screen

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.