Email Templates Report

Email Templates Report

The Email Templates Report allows you to preview the below emails sent from your portal: 

• Account Invitation - This email is sent to new Users and contains a link to activate their User account.
• Account Activation Confirmation - This email is sent to Users after they've successfully activated their User account.
• Password Reset Email - This is the password reset email that is sent when a User clicks the "Forgot Password" link on the login page. 
• Internal User Request Admin Notification - This email is sent to the Admin when an existing User uses the "Request Additional Users" functionality to request additional Users be added to the portal. 
  • Internal User Request Result - Approved
  • Internal User Request Result - Denied
• External User Request Admin Notification - This email is sent to the Admin when a new User Request is created using the "Request Access Form" on the login page. 
  • External User Request Result - Approved
  • External User Request Result - Denied
• SSO User Request Admin Notification - This email is sent to the admin when a new User Request is created via Single Sign-On (SSO)
  • SSO User Request Result - Approved
  • SSO User Request Result - Denied
• User Login Notification - This email is sent to notify that a User has logged in.
• "Become a Partner" Form Admin Notification This email is sent to the Admin when the "Become a Partner" form is submitted. 
• "Become a Partner" Form Partner Notification - This email is sent to the person that submits the Become a Partner form. 
• Prospective Partner Assignment Notification - This email is sent to notify Internal Users when a Prospective Partner is assigned to them.
• Forum New Post Notification - This email is sent to Admins for each new Forum Post (if Forum notifications are enabled).
• Forum Subscription Notification - This email notifies Users subscribed to threads about new thread activity.

 To view an email template, go to Settings > Email > Email Templates Report. 

1. Click on the name of the email template you want to view.
2. Review the email.