Manage distribution lists

You can create a distribution list and populate it with both internal and external recipients.

To create a distribution list, complete the following steps.

  1. Open the Distribution List Manager form.
  2. If this is the first distribution list to be created in the symplr Provider database, click Create a new record. Otherwise, on the symplr Provider toolbar, click New.
  3. In the Distribution List Manager form, expand the Distribution List Setup section.
  4. In the Description box, type a unique description of the Distribution List.
  5. Click Save.

By adding a user or group to a , you can send reports and packets to their inbox hub. By adding external (non-symplr Provider) users to a distribution list, you can send the same information to their email.

To add a symplr Provider user to a distribution list, complete the following steps.

  1. Open the Distribution List Manager form.
  2. Expand the Users section, then click Add .
  3. In Add Users, select one or more users, then click OK.
  4. Click Save.

To add an external user to a distribution list, complete the following steps.

  1. Open the Distribution List Manager.
  2. Expand the External Users section, then click Add .
  3. In Create External User, type the name and email address of the user, then click OK.
    Note
  4. Click Save.

To add a symplr Provider user group to a distribution list, complete the following steps.

  1. Open the Distribution List Manager form.
  2. Expand the User Groups section, then click Add .
  3. In Add User Groups, select one or more user groups, then click OK.
  4. Click Save.