Assign email templates to user-related actions
For specific user-related actions, an email can be sent to inform the user about the corresponding action. The email text is taken from the email template that is configured for the action.
To assign the email templates to the user-related actions, complete the following steps.
Make sure you have completed the steps described in Set up the email templates.
- In the Worklist, select .
- Select the User handling settings entry.
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Select the email template according to your requirements.
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From the Email template for reactivating user list, select the template that you want to use when a user is reactivated after the user’s account has been locked; for example, due to an exceeded number of failed login attempts. For more information, see Lock and unlock user accounts.
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From the Email Template for activating imported users list, select the template that you want to use when users are activated in bulk. That is, when you upload existing user records. For more information, see Activate the uploaded users.
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From the Email template for creating new user list, select the template that you want to use when a new user is created. For more information, see Create users.
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From the Email template for list export list, select the template that you want to use when a user requests a download link for the documents in the document overview list. For more information, see Use the export list function.
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- Click Save.
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Optional. If users should be notified about actions that are performed on an invoice or purchase order, you need to
enable document-related notifications for the corresponding users.
For more information, see Enable email notifications for document-related actions.