Settings
App settings are accessed by administrators via Settings -> Apps, in the Advanced Export section.
Permissions
By default everyone can schedule reports, however if you'd like to limit that ability, you can specify Project Roles and/or Groups which are allowed to schedule reports.
All the users not allowed to create schedules can still export data in the browser.
Email Settings
By default all emails are sent from the domain ae.kanbanalytics.com. You can use this page to configure alternative email provider.
SendGrid
To configure SendGrid (opens in a new tab) as an email provider, you'll need:
- API Key (you can create one at SendGrid API Keys settings page (opens in a new tab)). Note, that once saved, API Key won't be shown to you for security reasons. We also encrypt the API Key in the database.
Fromemail address. You have to use From address which belongs to the domain verified for your SendGrid account. To verify a domain, use Email API Integration Guide (opens in a new tab) or Sender Authentication (opens in a new tab) in your SendGrid account.- Optional
Reply Toaddress. This can belong to any domain.
The email addresses can optionally be specified in mailbox format - with an optional display name of the recipient/sender and address enclosed in < and >, e.g.
Recipient Name<[email protected]>