Customize User Invites with Invitation Templates

Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email.

Different invitation templates can be created for portal users and client users to align with their respective roles. Setting a default template further simplifies the process, ensuring that all invites follow the same structure.

 Users with Manage Users permission can create invitation templates. 

A project manager, when inviting design freelancers to a construction project as portal users, can create a dedicated invitation template. This template can have a custom subject line and invitation message, making the invite more relevant.

 

Whenever a new design freelancer needs access to the portal, the project manager can use the saved template and send the invitation.

 

If you have any questions, please leave them in the comments section below or email us at support@zohoprojects.com.

 

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