Work 365

Creating the Portal Invitation Template

72 views May 17, 2019 August 2, 2019 0

Before sending invitations to customers, the url link to your portal must be properly configured. Follow these steps, to configure your portal invitation url, and edit the email template.

Add the portal URL to the Work 365 ➤  Configuration page. This is required in order to send customers portal invitations.

Work 365 has email templates, which are used to send automated communication to customers. To customize the ‘Portal Send Invitation’, go to Work 365 ➤  Email Templates. See Work 365 on email templates for more details.

 

In the email template the invitation code will be embedded where the token is located.

 

The email will look something like this:

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