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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.

How to Create a Notification Template

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

How to Customize a Notification Template

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.

How to Delete a Notification Template

To delete a template, simply click on the Trash (🗑) icon in the Actions menu found on the right-hand side of the template.

What is the ‘Make Default’ Option

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 Template Use Cases

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

Video Tutorial

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.