Beyond - Notification Service

Overview

To improve the stability of email delivery in Beyond, and to support future enhancements to our notification capabilities, TempWorks is introducing a new cloud-based Notification Service.

Do I Need to Upgrade?

Pre-Requisites

The following are required to be setup with the Notification Service:

• Registered Domain
• Access to your DNS records
• User as a member of a Security Group with the "Create and Manage Email Accounts for Notification Service Domains" permission:
  

Once the above points are confirmed, setup can be completed within Beyond.

Creating a Domain within Beyond

1. Navigate to System Settings > System Email > Domains
   • *Note* In the event you do not see this option, please contact TempWorks Support.
2. Select the "+" at the top right to add a new Domain:
   
3. Enter the Domain name and select "Submit":
   
   • *Note* The Domain will need to be in all lowercase with (.com, .org, .edu, etc)
4. Select the ellipsis to the right of the Domain and select "View Verification Codes":
   
5. Open a separate web browser window and navigate to the DNS Settings page for your Domain provider:
   • *Note* For information on finding DNS information related to Domain providers, please see the following examples:
     • GoDaddy 
     • BlueHost 
     • DreamHost
6. Within the DNS Settings page for your Domain provider, navigate to the Domain Management Settings:
   
7. Add a new "CName" record.
8. Within the "Verification Codes" screen within Beyond, within the "SPF" Record, select the "Copy" icon under the "Name" column:
   
9. Back within the Domain Management Settings page, paste the "Name" value within the Domain setting under the new CNAME record created.
   • *Note* If your site has your domain listed in this record already, you will only need “Twnotify” instead of the full value.
10. Back within the "Verification Codes" screen within Beyond, within the "SPF" Record, select the "Copy" icon under the "Value" column:
    
11. Back within the Domain Management Settings page, paste the "Value" within the "Domain Setting/File Space (i.e., txt, cname, etc...)".
12. Within the "Verification Codes" screen within Beyond, within the "DKIM" Record, select the "Copy" icon under the "Name" column:
    
13. Within the DNS Settings page for your Domain provider, add a new "CName" record.
    
14. Paste the "Name" value in the newly created record.
15. Back within the "Verification Codes" screen within Beyond, within the "DKIM" Record, select the "Copy" icon under the "Value" column:
    
16. Back within the Domain Management Settings page, paste the "Value" within the "CNAME" setting.
    • *Note* For Self-Hosted clients, this could be called "CNAME 1". 
17. Back within the "Verification Codes" screen within Beyond, once both the SPF and DKIM records Names and Values have been pasted, select the “Verify” button in the "SPF" row:
    
18. Select the “Verify” button in the "DKIM" row.
    
19. Once all of the records have been verified, refresh the page.
20. Navigate back to the "Domains" page and the "Status" should show as "Verified".

Once the domain has been verified, you are able to migrate your existing email accounts.

Migrating Existing Email Accounts

Migration preserves your current email addresses and settings, reducing setup time and minimizing disruption. After you migrate, you will be able to send an email in Beyond through the Notifications Service.

1. Navigate to B Menu > System Settings > System Email > Domain:
   
2. Select the ellipsis menu to the right of the domain and select “Migrate Accounts”:
   
3. Within the "Migrate Existing Accounts" window, select the account(s) you would like to migrate and select "Submit":
   
4. Select “View Accounts” to confirm that the accounts have been migrated:
   

Adding an Email Account

When adding an email account within Beyond, the standard setup process remains the same, with the only difference being the selection of the newly created Domain from the previously outlined steps.

Signature Management

Once you've added your email into Beyond, you can set up different email signatures to appear at the bottom of the email you are composing. 

Signatures can be defaulted for each email account. You can have multiple signatures. 

To Set Up a Signature:

1. Navigate to User Settings > User Email > Signatures
2. Select the "+" in the upper right to add a new signature
3. Enter a name for your signature (this will be used for you to select from when you want to insert a signature) 
4. Copy and paste or type in your signature

Email Signature Tips & Tricks:

• Selecting the text color button ( ) allows you to pick from default color palette or use the Hex color code to add your own color to match your branding:
• Use the "Insert a Link" option to include a link to your company's website in your signature: 
• Select the "More Rich" options to add emojis, symbols, or a horizontal line in your signature:
• Select the "More Options" on the right to view your signature in full screen, select all text, or (if you are feeling tech savvy) use HTML to format your signature: 

To Add/Update an Email Signature to an Email Account:

1. Navigate to User Settings > User Email > Accounts
2. Select "Edit" on the email account that you wish to add/update the Email Signature
3. Select the appropriate Email Signature within the "Default Signature" dropdown
   
4. Select "Submit"

Next Steps

Once the Notification Service has been enabled within your system, and you have registered and verified your Domain, you can continue to configure Notification Service for use within WebCenter.

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