Email Templates
Learn how Super Users can configure and customise the email notifications sent by the platform and review all notification triggers.
Overview
Super Users can configure and customise the email notifications sent by the platform. Navigate to Profile → Settings → Email Templates to view and edit each template.
Each email template corresponds to a specific platform action. When that action occurs, the platform automatically sends the configured email to the relevant user.
Email Notification Triggers
The table below lists all available email templates and the platform action that triggers each one.
| Email Template | Triggered When |
|---|---|
| Password Reset | A user clicks Forgot Password? on the Login page and submits their email. A temporary password is sent to their inbox. |
| MFA / OTP Verification | A user signs in from an untrusted or unrecognised device. A 6-digit one-time code is sent to their registered email for verification. |
| Welcome Message | A user signs into the platform for the very first time. Note: This email is only sent once and is not triggered during the initial account creation. |
| Sign-Up Message | A new user account is successfully created — either by self-registration or by an admin via the Users page. This email contains the user’s initial Temporary Password. |
| Company Access Notification — New User | A brand new user (not previously in the system) is invited to or granted access to a company. |
| Company Access Notification — Existing User | An existing user who already has an account is granted access to a company. |
| Project Team Invitation — New User | A brand new user is added to a project team for the first time. |
| Project Team Invitation — Existing User | An existing platform user is added to a project team. |
| Account Deactivated | A Company Admin or Super User deactivates a user account. |
| Account Activated | A Company Admin or Super User reactivates a previously deactivated user account. |