How to I customise the text area for email notifications when a new customer is added?

When a customer is added to the platform there is an option to give them the ability to login to self-service and manage their account and submit service requests. See How can the administrator create a new customer?

When the administrator creates the account they do not create a password. An email is sent to the customer, which requests they set a password.

In this day and age with fraudulent emails common, when a customer receives this email it may look out of context and they may delete it. It is important when the customer receives this email they understand the context and continue with the process to set a password.

You can add a custom text to this email, which allows you to set the context to what the customer is setting the password for.

Adding custom text

1. Go to Administration > Mail > Templates

2. In the email parameters section, within the body parameters region, click the  icon of the parameter ‘New person extra information’.

3. Enter the text in the 'Value' field.

4. Click on [Apply changes].

How do I see what the email will look like?

1. Go back to the Template page and click on Preview

2. Select ‘Add person email’ from the mail type dropdown.

The text configured under ‘New person extra information’ will be added to the existing ‘Add person email’ template. This is the email be sent to the new customer when they are added to the platform.