Add recipients to a mailing list

	Reports 360/Send a report
	Add recipients to a report mailing list

Mytem360 allows you to add one or many recipients to get the report via a mailing list. The scope can be varied from one recipient to another.

In fact in step three of creating a report in the "reporting workflow", the user who set up the report will be added as the first recipient by default. 

On top of this, there are two more ways to add recipients:

• Add a user who has a mytem login

By choosing the option   a window opens with all the potential recipients linked to the client. 

By simply ticking the user and hitting "Continue", the user will be added to the recipients list.

The recipients' scopes, by default, will follow the scope of the user who set up the report.

These scopes can be changed for each recipient. All the different scopes are of course accessible by the user who set up the report. They can be seen as sub-folders in her organization.

The recipient will get her report in MyBox360 after logging in with her mytem account. She will also get an email informing her of the report's availability in MyBox360, as well as a link where the report can be downloaded.

• Add a user without a mytem login account.

You can definitely add a user who has no login account.

Simply click on "Manual Entry". A blank line will show up in the recipients list. 

Enter an email. Mytem will check its validity- it has to contain @ and a domaine.

These scopes can be changed for each recipient. All the different scopes are of course accessible by the user who set up the report. They can be seen as sub-folders in her organization.

The external user, or user without a mytem login, will get an email containing a link where she can download the report.

• Add recipients in bulk

You can add many recipients at once using the import file. This feature is available on top of the recipients table.

 

When you click on "Import a list of recipients", a window will open where you can drag and drop a file.

You can download the model* to fill in and upload this file.

*The file has to be in csv containing one column of emails with the heading "Recipients". The maximum number of recipients is 1,000.

When your file is ready, simply drag and drop it in the upload zone, or you can also click on this zone to upload the file from your machine/computer.

The recipients will be uploaded in the list with the default scope.

• change scope in bulk

You can also change the scope in bulk. Just click on the rows, then to the actions icon to the right and change the scope.

• Mytem identifies users 

During the upload, mytem identifies users with and without a login account. Those who have mytem logins will get a blue icon next to them  and will have the report delivered to their MyBox360, in addition to the mail containing a link.

The other users who are "non-identified" will get the icon  and will get the mail containing a link where they can download the report.