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XTM Cloud 13.4

Project's email privacy options

To access the Project's email privacy settings, select Configuration > Settings > Email. The Project's email privacy section is at the bottom of the screen.

Use this section to specify advanced privacy options. This way you ensure that sensitive information is not displayed in automatic email notifications sent to LSPs, Limited Project Managers and Customer Project Managers.

To make changes to the Project's email privacy settings, select the relevant option for the required parameters and then, select the Save button at the bottom of the screen.

Table 9. Project's email privacy parameters

Parameter

Description

Show on email for limited PMs

You can decide what information is displayed in automatic emails sent by XTM Cloud to Limited Project Managers.

Values which have already been selected are marked gray on the list. To add information, click in the text field and select the relevant value(s) from the multiple selection list. To remove one of the options, select the close icon close_X-mark_from-UX-team.svg next to the relevant value.

Valid values are:

  • Date created (default)

  • Due date (default)

  • External creator – This option displays username (consisting of the first and last name) of a person who has used an external product, such as XTM Portal or one of the XTM Connect products, to create the relevant XTM Cloud project.

  • Metrics file

  • PM Name

  • Project ID

  • Project name (default)

  • Project template

  • Reference ID (default)

  • Subject matter (default)

Show on email for CPMs

You can decide what information is displayed in automatic emails sent by XTM Cloud to Customer Project Managers.

Values which have already been selected are marked gray on the list. To add information, click in the text field and select the relevant value(s) from the multiple selection list. To remove one of the options, select the close icon close_X-mark_from-UX-team.svg next to the relevant value.

Valid values are:

  • Date created (default)

  • Due date (default)

  • External creator – This option displays username (consisting of the first and last name) of a person who has used an external product, such as XTM Portal or one of the XTM Connect products, to create the relevant XTM Cloud project.

  • Metrics file

  • PM Name (default)

  • Project ID

  • Project name (default)

  • Project template

  • Reference ID (default)

  • Subject matter (default)

Show on email for LSPs

You can decide what information is visible in automatic emails sent by XTM Cloud to LSPs.

Values which have already been selected are marked gray on the list. To add information, click in the text field and select the relevant value(s) from the multiple selection list. To remove one of the options, select the close icon close_X-mark_from-UX-team.svg next to the relevant value.

Valid values are:

  • Date created

  • Due date (default)

  • External creator – This option displays username (consisting of the first and last name) of a person who has used an external product, such as XTM Portal or one of the XTM Connect products, to create the relevant XTM Cloud project.

  • Metrics file (default)

  • PM Name (default)

  • Project ID

  • Project name (default)

  • Project template

  • Reference ID

  • Subject matter