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.

  Email Templates Reports Screen