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Question

Send an email invitation to this user when account created in Planview Portfolios

  • June 22, 2026
  • 1 reply
  • 9 views
P
Gold Innovator
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Hi Team,

In our organization we are onboarding users via Azure group integration.

We add people in Azure group (User, resource) and after 24hours when integration runs then sync will trigger to Planview and the person gets activated/added to Planview Portfolio Prod instance.

Now the challenge/gap over here is that there is no email invitation goes to users. The requirements is we want the invitation email/notification goes to new user with the portfolios link.

Also is there a way to configure/edit the content of the email notification means can we customize the email body.

Your early response is appreciated.

 

    1 reply

    millertj2
    Gold Active Participant
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    • millertj2
    • Gold Active Participant
    • June 23, 2026

    I’m following this as well and would be interested to hear how others are handling it. In our organization, we currently use manual email templates to send new users the access information and Planview link after their account is provisioned. It would definitely be helpful if this could be automated within the system, especially if the notification content could also be customized.

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