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Trellix ePolicy Orchestrator - On-prem 5.1
  • INTRODUCTION
    • 👋Introduction
  • PRODUCT OVERVIEW
    • Module Intro
    • ePO Overview
      • Security Management Framework
      • How it Works
      • Basic Product Components
      • Communications: Tomcat Service
      • Communications: Security Keys
      • ePO Console
    • Trellix Agent Overview
      • Product Overview
      • Key Features
      • Services
    • ePO Resources
    • Module Summary
  • INSTALLATION AND UPGRADE
    • Module Intro
    • Installation and Upgrade
    • Pre-Installation Auditor Tool
    • Post-Installation Tasks
    • Upgrade
    • Module Summary
  • SERVER CONFIGURATION
    • Module Intro
    • ePServer Configuration
    • System Tree
    • Tag Management
    • Module Summary
  • PRODUCT MANAGEMENT
    • Module Intro
    • Software Catalog
    • Extension and Package Management
    • Product Deployment
    • Client Task Management
    • Creating a Custom Properties Client Task Simulation
    • Module Summary
  • POLICY MANAGEMENT
    • Module Intro
    • Policies Overview
    • Duplicating and Editing a Policy Simulation
    • Module Summary
  • USER MANAGEMENT
    • Module Intro
    • User Accounts
    • Permission Sets
    • Contacts
    • Creating a New Permission Set Simulation
    • Module Summary
  • DASHBOERDS, QUERIES, REPORTS
    • Module Intro
    • ePO Dashboards
    • Queries and Reports
    • Reports
    • Creating a New Dashboard Simulation
    • Building a Report Simulation
    • Module Summary
  • DISASTER RECOVERY
    • Module Intro
    • Disaster Recovery Overview
    • Running a Disaster Recovery Snapshot Simulation
    • Module Summary
  • TROUBLESHOOTINGS BASICS
    • Module Intro
    • Troubleshooting using Log Files
    • Troubleshooting Tools
    • Module Summary
  • Summary
    • Course Summary
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On this page
  • Overview
  • Contacts in Automatic Responses
  • Creating a New Contact
  • Editing and Deleting Contacts
  1. USER MANAGEMENT

Contacts

PreviousPermission SetsNextCreating a New Permission Set Simulation

Last updated 1 year ago

Overview

Contacts are primarily used as a selection option when creating automatic responses in ePO.

Options available for Contacts include:

  • Creating a new contact

  • Edit existing contact

  • Delete an existing contact

Menu > User Management > Contacts

Contacts in Automatic Responses

When creating and configuring an Automatic response in ePO, do the following to utilize the Contacts entries.

  1. Create/edit the Automatic Response.

  2. Click the Actions tab and select Send Email as the action to be performed.

  3. Click the ellipsis next to Recipients and select the desired contact(s) entry.

  4. Click OK.

  5. Continue entering the automatic response information and click Save.

Creating a New Contact

To create a new contact in ePO:

  1. Click Menu > User Management > Contacts.

  2. Click New Contact.

  3. Enter in the first name of the contact in the First name field.

  4. Enter in the last name of the contact in the Last name field.

  5. Enter the contact email address in the Email address field.

  6. Click Save.

Editing and Deleting Contacts

To edit or delete an existing contact in ePO:

  1. Click Menu > User Management > Contacts.

  2. Select the contact you want to edit or delete.

  3. Click Actions > Edit or Delete.

  4. Enter the desired changes into the appropriate field(s) (if editing).

  5. Click Save.

Menu > User Management > Contacts