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Review and edit welcome emails

In this article, we explain how to check and amend welcome emails.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

Welcome emails introduce new users to the platform and provide key information, such as how to access it and log in. Follow the steps below to review and edit your existing welcome emails.

โš ๏ธImportant: You'll need certain permissions to access the Admin Tool and the notifications section. If you require access, raise a new support case for this to be enabled.

  1. Sign in to the Admin tool.

  2. Click Notifications.

  3. Click Templates.

  4. Click the template you want to edit so it opens.

  5. Review and edit the template text as required.

  6. Click Save.

๐Ÿค“Tip: Click Send a test email to see what the template looks like as an email.

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