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How to customise the invitation email for community members

Updated this week

Goal

This help guide will demonstrate the steps of founding, viewing and editing your account invitation email.

Before you get started

You will need to have the correct permissions set in order to access invitation email settings. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that invitation email have full access selected.

Invitation email settings

Step 1 - Let's begin

Login to the admin dashboard and click on settings, then click invitation email settings. From here you can see and manage your new account invitation email.

Press edit to make any changes

Step 2 - Add the App Name

Enter or change the Resident app name to match the App name the Residents will see.

Step 3 - Add the welcome message

Enter in the welcome message for the residents. This welcome message is the first communication they will receive from the Resvu system

Step 4 - Enter in the Footer information

Ensure all your company details in the footer are correct

  1. Company Name

  2. Company Address

  3. Phone

  4. Company website

Step 5 - Save and preview

Once your are done scroll up to the top and press save.

On the right side of the screen you will see a preview of what the welcome invitation email will look like.

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