How do I stop the regular e-mails about my portfolios?

If you have successfully created an AMALYZE Portfolio in Shield, the respective user (creator) will be directly and automatically set as the recipient of the email (PDF file of the respective portfolio)!

Solution:

1. in Shield https://shield.amalyze.com/ click on Portfolios.

(See screenshot below):

Bildschirmfoto_2020-03-04_um_16.03.31.png

2. Now click on Add Filter and select the Filter Status.

(See screenshot below):

Bildschirmfoto_2020-03-04_um_16.04.30.png

3. Now set the Filter Status to Active (via the drop-down menu) and click on APPLY FILTER

(See screenshot below):

Bildschirmfoto_2020-03-04_um_16.05.25.png

4. By clicking on the three action points (symbol on the far left of the affected portfolio) a
drop-down menu opens
, in which, among other things, the option "Edit recipient" appears:

(See screenshot below):

Bildschirmfoto_2020-03-04_um_16.06.18.png

5. Here you can now set the slider for the affected users to on or off.

 (See screenshot below):

Bildschirmfoto_2020-03-04_um_16.07.18.png

You can find further information about AMALYZE Portfolios here:
https://www.amalyze.com/en/product-portfolios/

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Additional keywords: unsubscribe, report, portfolios, daily mail, day, reports

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