Configure email settings

Link the email templates used for invitations, requests, and password resets.

The Email settings section links templates to portal actions.

Without the right templates, some portal emails are not sent.

1

Open the portal

Open the portal you want to edit.

2

Open Email settings

Select Email settings in the left menu.

3

Choose the invite template

Select the template for portal invitations.

4

Choose the request templates

Select the customer and internal request templates.

5

Choose the lost password template

Select the template for password reset emails.

6

Save the settings

Click Save.

Create the email templates first before you link them here.

Frequently asked questions

What happens if a template is missing?

That email is not sent.

Can I reuse one template?

Yes.

You can reuse the same template where it fits.

Where do I create portal email templates?

In Settings → Email templates.

Related topics

• Customer Portal
• Create Customer Portal email templates
• Automations for Customer Portal