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E-Mail Setup

The Flow Path Administrator has the ability to individually set up Email Notifications for each user.

There are two options available for this:

  1. Email Notification when creating an entry.
  2. Email Notification again when a recipient should be reminded of still open entries.

To activate the respective email notifications, follow these steps:

Enter Email Address for a User

In order for email notifications to be sent, a valid email address must be entered for the user. This email address is used by Flow Path to send notifications about new or changed questions, information, and tasks to the respective user.

The email address is maintained directly in the user setup and can be adjusted by the Flow Path Administrator at any time.

Follow these steps to add an email address to a user:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the User Setup via the Setup menu item.
  3. Switch to edit mode using the pencil icon.
  4. Enter the user's email address in the corresponding column.

Activate Email Notification for User

In order for a user to be automatically informed via email about new Flow Path entries, the function must be activated in the User Setup.

For this, the Flow Path Administrator can enable the option Activate Email Notification in the User Setup lines for the respective user. After activation, the user will receive email notifications about newly assigned questions, information, and tasks.

Follow these steps to activate the email notification for a user:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the User Setup via the Setup menu item.
  3. Switch to edit mode using the pencil icon.
  4. Select the user for whom you want to activate the email notification.
  5. Enable the option Activate Email Notification.

Note

After activation, the user will be informed via email about newly assigned Questions, Information, and Tasks.

Activate Reminder Notification

With the function Activate Reminder Notification, another email notification can be triggered to the recipient for a Flow Path entry. This is helpful if the user has already been notified, but the entry has not yet been processed.

Follow these steps to activate the reminder notification:

  1. Start in the Flow Path Administrator Role Center.
  2. Open the User Setup via the Setup menu item.
  3. Switch to edit mode using the pencil icon.
  4. Check the box for activate reminder notification

You can send the user a reminder notification directly from the corresponding Flow Path entry by executing the action Reminder Notification.

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