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Onboarding Checklist: Digest Emails Configuration

Administrators can configure the frequency and content of each digest email type.

Accessing Digest Email Configuration

  1. Navigate to System Management

  2. Select Organization > Settings

  3. Open the Digest Emails section

The following digest email types are available:

  • Organization Digest Email

  • Goals Digest Email

Configuring Digest Emails

To configure a digest email:

  1. Select the digest type:

    • Organization Digest Email

    • Goals Digest Email

  2. Choose the desired frequency:

    • Weekly

    • Monthly

  3. Select the sections to include in the digest

  4. Save the configuration

Once enabled, digest emails will be automatically generated and delivered according to the selected schedule.

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