To improve the management of integration alerts and ensure your team receives timely notifications, you can set up a distribution list (DL). This article will guide you through the steps to create a distribution list using Microsoft 365 that Catalyst will use to send alerts directly to your selected recipients.
This article contains the following topics:
Why Set Up a Distribution List for Catalyst Alerts?
Managing alert recipients manually can be time-consuming and error-prone, especially as team members join or leave the organization. By setting up a distribution list, you can:
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Centralize Management: Control who receives Catalyst alerts directly from your end, ensuring the right people are always informed.
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Save Time: Avoid the need for frequent updates or changes to individual email addresses.
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Flexibility: Easily update, add, or remove recipients as needed without involving Catalyst support, ensuring your team is always up-to-date.
Having a single, consistent email address (e.g., catalystalerts@[yourcompany].com) ensures Catalyst can send alerts to the right group automatically.
How to Set Up a Distribution List
Distribution lists (DLs) can be set up using most email systems and are commonly managed by your IT or system administration team. Here’s a general outline:
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Access Your Admin Portal: Log into your organization’s email or system administration portal where group or email settings are managed.
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Navigate to Group Settings: Look for a section related to groups, teams, or distribution lists.
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Create a New Distribution List:
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Choose the option to add a new group or distribution list.
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Assign a name (e.g., Catalyst Alerts) and a unique email address (e.g., catalystalerts@[yourcompany].com).
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Add Members:
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Assign a group owner who will manage the list.
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Add all relevant team members who need to receive alerts.
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Test and Verify:
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Send a test email to the DL to ensure all members receive it.
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Make any necessary adjustments to the members or settings.
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Share the DL Email Address: Once verified, provide the DL email address to Catalyst so alerts can be configured to go to that address.
If you’re using Microsoft 365, please follow the detailed steps below.
Detailed Instructions for Microsoft 365 Users
If your organization uses Microsoft 365, follow these specific steps to set up a distribution list:
Step 1: Access the Microsoft 365 Admin Center
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Go to https://admin.microsoft.com and log in with your admin credentials.
Step 2: Navigate to Groups
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In the left-hand menu, select Groups.
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Click on Active groups.
Step 3: Create a New Distribution List
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Click Add a group.
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Select Distribution as the group type, then click Next.
Step 4: Configure Group Details
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Enter a Group Name, such as Catalyst Alerts.
Step 5: Assign Owners and Add Members
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Add yourself or another IT team member as the Group Owner. The owner will manage and update group members.
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Add all relevant team members who need to receive Catalyst alerts as Group Members. You can adjust the members in the future as needed.
Step 6: Review and Create the Distribution List
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Review the group details, ensuring everything is set up correctly.
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Click Create group to finalize.
Step 7: Test the Distribution List
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Send a test email to the distribution list email (e.g., catalystalerts@[yourcompany].com).
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Verify that all intended recipients receive the test email. Make adjustments if needed.
Step 8: Provide Catalyst With the Distribution List Email Address
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Once the DL is confirmed, provide the email address (e.g., catalystalerts@[yourcompany].com) to Catalyst Support or your Catalyst account manager.
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Catalyst will configure alerts to route to this address, ensuring your team stays informed.
Need Assistance?
If you encounter any issues or need further guidance during setup, reach out to your IT team or consult Microsoft 365 Support for help.
By following these steps, you can efficiently manage Catalyst alerts and ensure your team remains informed on important integration updates.
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