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Email Settings and Notifications

Non-Employee Risk Management can notify you by email of certain activity within your tenant, such as workflow failures or password resets. You can configure other email notifications within your workflows.

Emails from your non-employee tenant are sent using an SMTP server.

SMTP Settings

By default, Non-Employee tenants use SailPoint's SMTP server configuration. However, you can update these settings and use your own SMTP configuration.

To update the SMTP settings for your tenant:

  1. Go to Admin > System > Smtp.

  2. Under Use my own smtp, select Yes.

  3. Within the AUTHENTICATION section, complete the following fields:

    • User name - The user name for the SMTP server.
    • Password - The corresponding password for the SMTP server.
    • Enable STARTTLS - Set to true if your server uses STARTTLS.

  4. Within the SMTP SETTINGS section, complete the following fields:

    • SMTP address - The IP address of the email server.
    • SMTP port - The port number used by the email server.
    • From address - The email address to use as the From address for emails coming from Non-Employee.
    • authentication - Select the type of authentication to use. Choose from none, plain, login, or CRAM-MD5.
    • HELO domain - If your SMTP server requires a HELO domain, enter the fully qualified domain name to use in HELO checking.

Notifications

A notification is any email that comes from Non-Employee. This includes both system notifications and custom notifications that come from workflows.

Emails generated by workflows can be edited. These notifications support Liquid template language and HTML. Refer to the Liquid documentation for more information.

System notifications can't be edited.

Creating a Notification

In most cases, custom notifications are used to notify stakeholders about the progress of a profile request during a workflow execution.

To create a new notification for use within workflows:

  1. Go to Admin > Templates > Notifications.

  2. Select + Notification.

  3. Complete the fields on the New Notification page.

    • Name - Enter a unique name for the new notification. This is used to select the notification when configuring a workflow.
    • Uid - Enter a unique identifier for the notification. This can't be changed later.
    • Description - Enter a description for this notification.

  4. Select Create.

    The LAYOUT tab for the notification is displayed.

  5. Complete the Subject and Body fields of the notification.

    The recipient of the email is configured within the workflow notification step that uses this email.

    • To include an attribute from the request being submitted, copy and paste the value from the method column within the Request attributes table.
    • To include an attribute from the profile being updated, copy the value in the id code column within the Your Attributes table.
    • To include an attachment with the notification, select Choose Files underneath the notification body.
    • To include a link to the applicable request at the bottom of your notification, select Yes under Include link to request.

  6. Select save.

  7. To preview the formatting and style of your notification, select the preview button. Any variables included in your notification will not be replaced with data in this preview.

Updating an Existing Notification

To view and update existing workflow notifications:

  1. Go to Admin > Templates > Notifications.

    Active, or enabled, notifications are displayed in the Active tab. Inactive, or disabled, notifications can be found in the Archived tab.

  2. Select the name of the notification you want to edit.

  3. Edit the notification itself and its variables within the LAYOUT tab. Edit the name and other details about the notification in the INFO tab.

  4. Select save.

Managing Existing Notifications

You can change the status of existing notifications, copy them, or export them.

To manage existing workflow notifications:

  1. Go to Admin > Templates > Notifications.

    Active, or enabled, notifications are displayed in the Active tab. Inactive, or disabled, notifications can be found in the Archived tab.

  2. Select the checkbox beside the notifications you want to edit, or select the checkbox beside the NOTIFICATIONS header to select all notifications in the table.

  3. Select the ellipsis icon beside the NOTIFICATIONS header.

  4. Choose from the available options.

    • Archive - Move the selection notifications to the Archived tab. Archived notifications can't be selected within workflows.
    • Unarchive - Move the selected archived notifications to the Active tab.
    • Clone - Create copies of all selected notifications. These copies appear in the same tab as the original notification, with a number added to the notification's name.
    • Export - Export the notifications in JSON format.