User Management
      Back to home
      1. Knowledgebase
      2. User Management

      Customise User Invitations

      This article guides users through creating an invitation message template, and customising personalised invite emails.

      Restore Visibility

      Estimated Read Time: 2 Minutes

      User invitation messages in Gatekeeper are the emails sent to new users when granting them access to the platform.

      Please read How to - User Management for further details on user management within Gatekeeper.

      Note: This function requires following additional permissions to be enabled.

      • Configuration (to edit the invitation template)
      • Users (to invite Internal Users)

      To customise the invitation message:

      1. From the navigation menu, expand the Settings option, then click Configuration.
      2.  Click Navigation, Charts & Emails
      3. Scroll to the User Invitation Message section.
      4. Enter the template wording and click Save Message.

      Now when you invite users to Gatekeeper, your invitation template will be populated in the message area. This can be amended on an individual basis before sending. Note that when bulk inviting new users, they will automatically receive the template. 

      Note: this template only applies to Internal Users, to customise the invitation message for Vendor Portal users,  see Configuring the Vendor Portal.