Sending Email Directly from Accolade

As you are completing project details and reviewing projects within Accolade, you can send an email directly from the application to members of the project team including team members, the project manager, gatekeepers, gate owners, and deliverable and activity owners.

You can send an email that contains links to access projects or documents within Accolade. Only Accolade users who have access to the project can follow the link to open the project.

To send an email to a team member directly from Accolade:

1. In any Accolade project, click next to the in the upper right corner of the page.
2. Click Email.
3. The names of the Accolade team members are checked by default. Uncheck the names of those you do not want to chat with and click OK.

An email opens in your default email program with the user's specified email populated in the To field.

4. Complete the email details and send the email.

To send an email to a project team member directly from Accolade from the Team pages in a project:

1. In any Accolade project, click to access the project team.
2. Click next to the project team you want to email and click Email.

3. The names of the Accolade project team members are checked by default. Uncheck the names of those you do not want to chat with and click OK.

   An email opens in your default email program with the user's specified email populated in the To field.

4. Complete the email details and send the email.

To send an email to members of a Microsoft Teams channel directly from Accolade:

Note:  This option is only available on projects that are connected to a Microsoft Teams channel.

1. In the Accolade project, click next to the in the upper right corner of the page.
2. Under the name of the Microsoft Teams channel, click on Email Channel.

An email opens in your default email program with a link to the project in the email body.

3. Complete the email details and send the email.

Note:  Before you are able to send an email to a channel, if you do not have an email address connected to Microsoft Teams, you must generate one from the Teams app. To do this, in the Microsoft Teams interface, select Get email address.

To send a link to an Accolade project:

Note:  Only users with access to projects can send a link using the method described below.

1. Display the project to which you want to send a link.
2. Click in the project's header and select one of the following options:

• Copy - Displays a link to the project that you can copy and paste into any document, including email.
• Email - Opens an email in your default email program with a link to the project in the email body. Complete the email details and send the email.

Copied or emailed links will direct the recipient to the specific project page the sender was on when sharing the link.

To send a link to an Accolade document:

1. Display the project that contains the document to which you want and select the stage or gate that contains the document.
2. Click the name of the document to display its details.

You can also display the details of the document by clicking a document link from pages such as All My Work.

3. Do one of the following:

• For gate documents - Click in the Name field.
• For deliverable and activity documents - Click in the upper right of the Deliverable or Activity details dialog box.

An email opens in your default email program with a link to the project in the email body.

4. Complete the email details and send the email.

Notes:    If an email icon is disabled and you think the person should have a usable email address, contact your Accolade Administrator. Restricted Team Members are restricted to the detail pages of the deliverables and activities they own and do not have access to the email option in other project areas. These users can set up mailto: links to project members through their My Profile page.