E-mail templates list¶

Goal: you manage a client’s e-mail templates, which Rillsoft Integration Server uses to send notifications automatically.

Prerequisite: you are logged in as administrator.

Step by step¶

1. Select Administration > Clients.

2. Click the Mail button

   

   to open the e-mail templates list for the client.

   

3. Optionally, use the New e-mail template button (if available) to create your own e-mail template.

Check the result¶

In the Actions column

you find two icon buttons for editing and deleting the predefined templates.

Types of e-mail templates¶

• Temporary password — templates for users’ login credentials.

• API access key — templates for users’ API access keys. You need an API access key for modules such as iCalendar, Timeline, Redmine, Vacation Planning, SAP, etc.

• Notify employees about the change of work

• Notify users about the change of work

• Notify users about the change of milestone dates

• Notify users about negative effort

• Remind employees about upcoming activities

• Remind employees about untimely completed jobs

• Vacation planning — approval of vacation request

• Vacation planning — cancellation of vacation request

• Vacation planning — new vacation request received

• Vacation planning — cancellation of vacation request received

• Timesheet — new confirmation received

• Timesheet — new effort change received

• Warning for conflicts in the cross-project links

Tip!

1. Depending on the type of e-mail template, different project information is available in the Parameters field.

2. In all templates, the subject and text content can be freely defined using the parameters available for that template.

Edit a template¶

After clicking the Note with a pen button

you can edit an e-mail template.

Related topics¶

• Portfolio structure hierarchy of a client — time limits for e-mail notifications per folder

• Manage clients