Notification Templates
Notification Templates are used by the platform to send email messages to users for a variety of purposes. You can create, edit, and delete the templates provided to customize delivery according to your needs and preferences.
To access the Notification Templates page, go to Company > Company Settings > Notification Templates from the left sidebar menu of the platform.
Click on the + NEW button to create a notification template on the notification template page.
The components of the Notification Templates page are explained in the table below.
Template Name | The name of the notification template. |
Template Type | The type of notification template which is going to be used by the selected module. |
SMTP | Select an SMTP that the notification email that will be sent. |
Make Available For | This option is valid only for users with Reseller permissions. Specify the companies or company groups that will have access to the template. |
Email Template | Subject: The email subject line that the end user will see
From Name: The sender name that the end user will see
From Email: The sender email address that the end user will see
Email template: The content in the body of the email that the end user will see |
Click on the Pen (✎) icon in the Actions menu found on the right-hand side of the template to customize the components.
Click the Save button to save the changes.
To delete a template, simply click on the Trash (🗑) icon in the Actions menu found on the right-hand side of the template.
The make default option helps the platform to understand which notification template will be sent. The platform will always look for the ‘default’ template when it needs to send the template to the user.
Make sure the templates are made as Default by using the Make Default option after clicking the three-dot under the Action column in notification templates.
Notification templates are used to send an email to the following types of users for a variety of purposes:
There are two types of users who will receive the notification emails.
- System Admin: The template will be sent to the platform admin.
- Target User: The template will be sent to the target users (employees)
The list of template types and their descriptions.
General Templates | What is it for? | Who will receive it? |
Multi-Factor Authentication Activation | Notification that MFA has been enabled for that system admin account | System Admin |
Multi-Factor Authentication Deactivation | Deactivation Notification that MFA has been disabled for that system admin account | System Admin |
Welcome Email | Notification that a new system admin account has been created in the platform | System Admin |
Reset Password | Notification that a password has been requested for a system admin account | System Admin |
Incident Responder | What is it for? | Who will receive it? |
Suspicious Email Analysis Report | Analyse results of a reported email | Target User |
Suspicious Email Analysis Report Update | Custom message sent by the admin to the user who reported the email | Target User |
Investigation Started | Notification sent to the admin when an investigation has been initiated | Target User |
Investigation Finished | Notification sent to the admin when an investigation has been completed | Target User |
Investigation Expired | Notification sent to the admin when an investigation has expired | Target User |
Threat Sharing | What is it for? | Who will receive it? |
Threat Sharing - New Post | Notification that a new post has been successfully shared with a community | System Admin |
Threat Sharing - Community Invitation | Notification of an invitation to join a community | System Admin |
Notification that a member of a community has shared a post | Notification that a member of a community has shared a post | System Admin |
Awareness Educator | What is it for? | Who will receive it? |
Enrollment | Notification that a target user will receive when a training is assigned. | Target User |
Certificate | Notification that a target user will receive when the training is completed successfully. | Target User |
Enrollment Reminder | Notification that a target user will receive if the training is not completed. | Target User |
Notification Templates are used by the platform to send email messages to users for a variety of purposes. This tutorial will explain how to create, edit, and delete the templates provided to customize delivery according to your needs and preferences.
Last modified 1mo ago