Email templates define the account messages WebReports sends when inviting a user, resetting a password, or reminding a user of their username. Use them to adapt wording and formatting while keeping the account-specific links and replacement fields intact.
Templates change message content. They do not configure the mail server or Microsoft Graph connection; configure and test delivery using Creating an Email Profile in WebReports.
Open Email
- Sign in to WebReports with an administrator account.
- Expand Configuration in the left navigation.
- Select Email.
Scroll below the Email Profile delivery settings. The page contains Invite Users Template, Reset Password Template, and Forgot Username Template rich-text editors.
Screenshots use fictional demo data. Example settings are not recommended values or a statement of the defaults. Select an image to view its full size.
Edit an account-email template
- Copy the current template content before editing so you can restore your wording if needed.
- Locate the template for the workflow you want to change.
- Edit the message text and formatting using the rich-text editor. Keep the activation or reset link and all existing replacement fields intact.
- Return to the page toolbar and select Update to save. Use the page-level Update action to save template changes.
- Test the corresponding account workflow with a controlled demo account and review the delivered message.
| Template | Purpose | Keep intact |
|---|---|---|
| Invite Users Template | Helps a newly invited user activate an account and set a password. | The activation link. |
| Reset Password Template | Helps a user complete a requested password reset. | The reset link. |
| Forgot Username Template | Returns the username for an account-recovery request. | The existing username replacement field, [@ForgotUsername]. |
Invite Users Template with its activation link; preserve the functional account links when editing templates.
Verify the edited message
- Use an account and mailbox you control for the test.
- Start the matching invitation or recovery workflow; the general Send Test Email action checks delivery but does not by itself validate every account template.
- Check spelling, formatting, organization-specific wording, and the expected account-specific link or username.
- If a link or replacement field stops working, restore the saved content and test again.
Do not replace a functional account link with a fixed demo URL or publish passwords in template text. If the original template is unavailable, contact BridgeWorks Support rather than guessing its replacement syntax.
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