Subscription Settings

Subscriptions enable automatic communication with project stakeholders by emailing them SmartPM reports whenever a new analysis is completed on your project.

Within the Subscription Settings, you can create, edit, and delete subscriptions set up for your projects. 

You need Admin level access to create a new subscription. 

To create a subscription:

1. Click on Your Name from the bottom left hand corner of the screen. 
2. From here, click My Profile.
3.  Click Subscriptions from the top menu bar
4. There are two different subscription types- Executive Subscription and Subscription. 
   1. Executive Subscription: Feature the executive dashboard view in a report.
   2. Company Subscription: Feature custom or preconfigured reports at the project level.
5. Select which subscription type to add from the top right. 
6. Once your subscription type is selected, enter in the subscription Name and optional description. 
7. Fill in the metadata using the dropdowns on the project tile.
8. Select and Add a Report Type and Analysis type.
9. Determine your Notification Delivery Process 
10. When all of your information is entered, click Save.
11. Your subscription will be saved in the Subscriptions Tab. 

To edit a subscription:

1. Click on Your Name from the bottom left hand corner of the screen. 
2. From here, click My Profile.
3. Click Subscriptions from the top menu bar.
4. Locate the subscription you would like to edit and click the Pencil Icon from that subscription row. 
5. From here, you can update the Subscription Name, description, and how notifications are sent.
6. Once changes are made, click Save.

To delete a subscription:

1. Click on Your Name from the bottom left hand corner of the screen. 
2. From here, click My Profile.
3. Click Subscriptions from the top menu bar
4. Locate the subscription you would like to edit and click the Trashcan Icon from that subscription row. 
5. When asked if you want to delete the subscription, click Yes.