Auto Emails for dashboard access requesters

Question & Answer
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1

Hi Team,

I’d like to understand if that is possiable to automate our dashboard access request process. Currently, our workflow is as follows:

  1. A user requests dashboard access.
  2. We receive an email notification about the request.
  3. I manually send an email to the user, asking them to submit a ticket to a specific team.

To improve efficiency, I’m wondering if QS has a feature or any worksaround to implement an automated system with the following flow:

  1. User clicks “Request Dashboard Access” button.
  2. An automated email is immediately sent to the user, containing custom info, like:
  • Confirmation of their request
  • Next steps for obtaining access
  • A direct link to submit the required access ticket

Thanks,
Cindy

2

Hi @Cindy,
Currently this is not an available option to setup customized Emails through QS regarding dashboard access. My work around suggestion would be to try and setup an automated Email through your account that receives the access request if possible. Or setup a forwarding rule for those request emails to automatically be sent along to the submit a ticket.

Additionally though, I’ll mark this as a feature request for to provide visibility to the support team!

3

Hi @Cindy,
While I’ve marked this as a feature request, I just wanted to follow up and see if you had any additional questions prior to me closing out this topic.

If we do not hear back within the next 3 business days, I’ll go ahead and close.

Thank you!