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How to Manage Admin Email Settings
How to Manage Admin Email Settings
Kenneth Granno avatar
Written by Kenneth Granno
Updated over 2 months ago

Overview


Emails are triggered by specific events and are sent to people based on different conditions. (e.g., to remind people of an upcoming Event, or when there is a deadline on a course)

Administrators can choose which emails are required, optional for people to opt in/out, or disabled entirely.


How to manage admin email settings

To manage your platform email settings, you must first be logged in as an Admin, then navigate to ​Admin > Settings > Emails. Here you will see three options:

  1. New content: Notifications for new content assigned to the person like Events, Courses, Learning Plans, etc.

  2. Reminders: Reminder emails for upcoming deadlines and non-completed courses.

  3. Content suggestions: Suggestions for content that is relevant to the person.

  1. Required: Required make it mandatory for everyone to receive the selected email. With this setting enabled, people will not be able to opt out of the email on their user profile settings page and the option won’t be visible on the user profile settings page.

  2. Optional: Make it optional for people to receive the selected email. With this setting enabled, the email will be enabled for all people by default, and they will have the option to opt out of the email in the user profile settings page.

  3. Disabled: Disable the selected email platform-wide. With this setting enabled, the email will be disabled for all people, and not visible on the user profile settings page.

By default, mail settings are on “Optional”


Manager emails

Summary email with deadline overview: Toggling this will allow those with reporting rights to get emails about upcoming and/or missed deadlines for the employees who report to them. Within this section, you will see three fields.

  1. When should the mail be sent?: Clicking this will show a drop-down menu with all the days of the week, allowing you to choose what day(s) the emails will be sent.

  2. Notify manager on upcoming deadlines: Choose the number of days before a deadline for the emails to be sent.

  3. Notify manager on missed deadlines, up to: Choose the number of days the manager will get emails after the deadlines.

On the days selected, for when the email should be sent, managers will receive a notification containing approaching deadlines and passed deadlines based on the date ranges you specify for upcoming and missed deadlines.


Email Branding

eloomi also lets you customize the system emails to match your company's branding guidelines, and will apply the logo, branding color, and button color that can be customized under Admin > Settings > Branding


How do I manage my personal mail settings?

The emails that the user has the option to subscribe to/unsubscribe from are displayed on the user's profile. To manage individual user email settings:

  1. Sign in to your eloomi account as Learner and hover your profile image and select Settings.

  2. Select the desired email settings next to each email

Keep in mind that if the email settings in Admin > Settings > Emails are either required or disabled, the email settings above will not be visible on the person's profile.


In case of any questions or concerns, please feel free to reach out to eloomi support via the eloomi Support Hub.

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