Email Alert Messages

Directory Manager can send email alert messages to different people when different events occur. Emails can be triggered by:

  • Creation of new user accounts
  • Update of existing user accounts
  • Renaming of an account (i.e., surname changes)
  • Movement of user accounts on the directory
  • Purging of leavers

These emails can be sent to:

  • The user being added/updated/moved/purged
  • The user's manager
  • Other email addresses manually entered

Emails are sent when all directory updates have been completed. They can be sent using either Outlook or DirectSMTP (see Receipt Settings).

To open the Email Alert configuration screen, click on the Alerts button on the toolbar.

Adding an Email Alert

To add an email alert, follow these steps:

  1. Click Add
  2. Select the trigger action from the drop down list
  3. Select the email recipients. For other email addresses, separate addresses with a semi-colon (e.g. John.Smith@nhs.net;Simon.Jones@nhs.net).
  4. Enter a message subject
  5. Enter the message body
  6. Select whether to add the user's account name and/or email address in the body of the email
  7. Click Save
  8. Click Cancel to not save the alert

Browsing Email Alerts

When several email alerts have been configured, use the "<" and ">" buttons to view each in turn.

Modifying Email Alerts

To modify an email alert, follow these steps:

  1. Browse to the email alert using "<" and ">" buttons
  2. Click Modify
  3. Make changes to the email alert as needed
  4. Click Save
  5. Click Cancel to not save any changes

Deleting Email Alerts

To delete an email alert, follow these steps:

  1. Browse to the email alert using "<" and ">" buttons
  2. Click Delete
  3. Choose either Yes or No to delete the email alert at the prompt