Setting site properties
As an administrator, you can set some of your site properties, including email notifications, book publishing notifications, security, and watermarking, without contacting your Customer Success Manager. This topic describes how to use the self-service features on the Site properties tab.
-
To begin, select Site Management from the left-hand navigation panel on any main hub.
-
On the page that appears, select Site.
-
Next, select the Site properties tab on top of the screen.
Note
If the Site properties tab is not visible, it may not be enabled for your site or your account. Contact your Customer Success Manager for more information.
-
From the Email notifications section, you can add recipients who'll receive an email when a user’s role or account information changes in Boards. To add a recipient for role change emails, type an email address in the field next to Role change email recipients.
-
To add a recipient for account change emails, you can type an email address in the field next to Account change email recipients.
-
Once you finish typing, select the Enter key or the Spacebar on your keyboard. The email address will appear in a grey chip.
-
To remove an email recipient, select the X icon in the chip.
-
To disable email notifications for public notes or comments, deselect the checkbox entitled Notify users when a new public note or comment has been published.
-
Use the Book publishing notifications section to define the default notification types during the publication workflow. These can still be changed at the time of publication.
-
In the Site security section, you can enable usernames to be displayed in the Username field on the sign-in screen. Select the check box next to Allow username to auto-populate upon signing in to Diligent Boards, excluding Diligent Boards Web to enable this setting.
-
Move down the page to view the Watermarking section. You can apply a watermark on the page view and/or printed and exported documents. By default, watermarks will appear behind the text of a document, and will display the user’s name and the date and time that the document was viewed, printed, or exported. To enable watermarking for directors, select the check box next to Show watermark on documents in Diligent Boards apps for directors.
-
Select the check box next to Show watermark on documents in Diligent Boards apps for administrators to enable watermarking for administrators.
Note
The check box next to Show watermark on documents in Diligent Boards apps for administrators will be read-only until you enable watermarks for directors by selecting the check box next to Show watermark on documents in Diligent Boards apps for directors.
-
To include custom text, which will appear above the default watermark, you can use copy-and-paste or enter text in the blank field next to Custom watermark.
-
If Diligent Messenger is enabled for your site, you can move down the page to view the Messenger section, which displays your message settings. Use the Message Retention Period field to identify the number of days users can view their messages in any conversation. Once the retention period expires, users will no longer be able to view the message in Diligent Messenger.
-
You can also see the number of days users can download an attachment that they’ve received or sent via Diligent Messenger in the Message Download Period field. Once the download period for a message expires, users will not be able to download the attachment.
Note
The fields in the Messenger section are view-only, so you cannot edit the length of time in either field. To update your message settings, contact your Customer Success Manager.
-
To save your changes on the Site properties tab, select Save.
