How to configure "Email Templates" and "Email Notifications"

Release Time
06/07/2018
Views
324 times
Category
ITSM Features
Tags


  • Templates are used for automated emails to end-users
    • Examples include account activation, device enrollment, and password resets
    • ITSM ships with a set of pre-defined email templates which you can modify as required
    • You can edit subject line, content, add custom variables and more
  • Notifications are emails which are sent to admins when there are important updates
    • Examples include when a new infection is discovered, or a device is removed
    • Send To - Configure alert recipients. Recipients receive all messages configured in the 'Alerts' tab
    • Alerts - Choose which events should trigger a notification
      • Alerts - Choose which events should trigger the notification
      • Send To - Configure alert recipients.

Configure email templates

  • Login to C1
  • Click ‘Applications’ > ‘IT and Security Manager’
  • Click 'Settings' > 'System Templates'
  • Click the 'Email Templates' tab
  • The interface shows a list of existing mail templates:

  • Click a template name > Click the 'Edit' button

Subject and body

  • Change the subject and body as required by directly typing into the fields provided.

Included variables

  • A variable is a reference to a piece of information or a user/device attribute.
  • For example, an email can include a variable which inserts a user's name, or another to include the account activation link.
  • Use the mail editor to add or remove variables as required.

Click 'Save' to apply your changes.

The screenshot to edit the email templates are shown below,

i) Account activation

 

 

ii) Password reset

 

 

iii) Device enrollment

 

 

iv) Email notification

 

 

v) Device enrollment via Active Directory

 

Configure notifications

  • Login to C1
  • Click ‘Applications’ > ‘IT and Security Manager’
  • Click 'Settings' > 'System Templates'
  • Click the 'Email Notifications' tab
  • The interface shows 'Send to' and 'Alert' configuration tabs.

Edit recipients

  • Open ITSM > 'Settings' > 'System Templates' > 'Email notifications' > Click 'Send to'
  • Click 'Edit' at top-right to modify recipients:

 

Select/deselect the check-boxes to enable/disable:

  • ITSM Administrators - If enabled, alerts will be sent to all ITSM admins
  • Send to Email List - If enabled, add the email addresses of selected recipients
  • Send to User List- If enabled, add users by username. Typing will generate suggestions for you to select.

Click "Save" to apply your changes.

Enable or disable specific alerts

  • Open ITSM > 'Settings' > 'System Templates' > 'Email notifications' > Click 'Alert'
  • Click "Edit" on far top-right corner to enable/disable the type of alert.

 

  • Select/deselect the checkboxes to enable/disable the alerts to be sent
    • New Infection Detected - If it is enabled, an alert will be sent if a new malware is detected at an endpoint
    • iOS Device Removal Detected – If it is enabled, an alert will be sent if an iOS device is removed from ITSM
    • OS Device Removal Detected – If it is enabled, an alert will be sent if an OS Mac device is removed from ITSM

  • Click "Save" to apply your changes.