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Send Email Alerts to External People
Send Email Alerts to External People

Enable people outside the company to receive email alerts

Updated over a month ago

Email alerting allows you to send notifications to people who are not 360 users.
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You can either edit an existing alert plan to add the external recipient(s), or create a new alert plan particular to the external recipient(s).

Tip: Consider creating unique alert plans for external people, especially if you do not want them to receive notifications for every event within an existing alert plan that is marked for email notification.

To send email alerts to external people:
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This process assumes you already have alert plans in place.

1. Go to the applicable Manager module and select General Settings > Alerting.

2. In the General Alerting pane, double-click an existing alert plan.

The Edit Alert Plan window displays.

3. In the Edit Alert Plan window, verify that Email is checked for the alert event of interest for the external person.

4. Under Notifications, select Email Recipient(s).

The Select Recipient(s) window displays.

5. In the Select Recipient(s) window, select Add External Recipient.

The Add External Recipient window displays.

6. In the Full Name field, enter the recipient's name.

7. In the Email field, enter the recipient's email address.

8. Select Save.

360 returns you to the Select Recipient(s) screen, where you see the external recipient's name listed.

9. Select the external recipient's name, and then select To > OK.

10. On the Edit Alert Plan screen, select Save.

You have edited the alert plan to include an external recipient.

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