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When you add an affiliated organization, Apperian creates a user with the "Administrator" role for the organization and emails an invitation message to that administrator. The invitation message includes instructions for setting the administrator's password and logging in to the Admin Portal.

On the Settings page, you can edit the content of the invitation message to incorporate custom information. For example, you may want to add the phone number of your company's help desk.

The default message includes several substitution strings (variables), which Apperian replaces with correct values for the invitation recipient. The default message looks like this:

To edit the affiliated organization administrator's invitation message
  1. On the Admin Portal navigation bar, click Settings.
     
  2. Click Email Templates.
     
  3. Under Affiliated Organization Administrator Invitation, click Edit.
      
  4. In the Subject field, edit the text that displays as the subject line of the message.

  5. In the Message body field, edit the HTML markup for the body of the message. Be sure to retain information about the administrator's user account (Organization name and User ID), the link for setting the administrator's password, and the link to the Admin Portal.

    The text strings in brackets will be substituted with the correct values for the email recipient. For example, [%First%] is replaced with the first name of the affiliated organization's administrator and [%Organization%] is replaced with the name of the parent organization. See Substitution Strings for a complete list of substitution strings you can use in your custom message.

    The following block displays the default HTML markup:

    <p>Hello [%First%],</p>
    
    <p><strong>Congratulations!</strong> [%AdminUserFirst%] [%AdminUserLast%] from [%Organization%] has invited you to use Apperian EASE<sup>®</sup>.</p>
    
    <p>EASE provides enterprises with a complete solution to easily create, deploy, and manage their own apps as they mobilize their workforce.</p>
    <hr>
    
    <p>The following EASE organization and administrator account have been created for you:</p>
    <p>
        <ul>
            <li><strong>Organization Name</strong>: [%AffiliatedOrganization%]</li>
            <li><strong>EASE Administrator User ID</strong>: [%UserID%]</li>
        </ul>
    </p>
    <hr>
    
    <p>To get started, click <a href="[%ConfirmLink%]">here</a> to set your EASE Portal password.</p>
    
    <p>After you set your password, EASE takes you to the EASE Portal login page. To
    log in, enter your User ID ([%UserID%]) and the password you just set. To
    return to the EASE Portal at a later time, go to <a href="[%EaseSigninLink%]">[%EaseSigninLink%]</a>.</p>
    
    <p>For help using the EASE Portal, see the <a href="[%HelpBaseURL%]/Getting+Started+with+EASE">EASE Documentation Wiki</a>.</p>
    
    <p>Any questions? Contact <a href="[%AdminUserEmail%]">[%AdminUserEmail%]</a>.</p>
    
    <p>Thank you,<br>
    The Apperian Team</p>
    
    <br><br><br><br><br>
    
    [%Footer%]
    
    


  6. Click OK to save your changes. To revert to the default message, click Revert to Default Message. 

Substitution Strings

The following table lists the substitution strings that you can use in the invitation message.

Substitution StringDescription
[%First%]First name of the affiliated organization administrator to whom the invitation will be sent.
[%Last%]Last name of the affiliated organization administrator to whom the invitation will be sent.
[%UserID%]User ID of the affiliated organization administrator to whom the invitation will be sent. The administrator will use this ID to log in to Apperian.
[%AdminUserFirst%]First name of the parent organization administrator who creates the affiliated organization.
[%AdminUserLast%]Last name of the parent organization administrator who creates the affiliated organization.
[%AdminUserEmail%]Email address of the parent organization administrator who creates the affiliated organization.
[%Organization%]Name of the parent organization.
[%AffiliatedOrganization%]Name of the affiliated organization.
[%OrganizationSupportEmail%]The support email address associated with the parent organization. To check what is specified for this email address, go to Settings > Support Email.
[%ConfirmLink%]URL that the affiliated organization administrator must visit to set his/her Apperian password.

[%URLApperianOTA%]

URL of the App Catalog for the affiliated organization.

[%EmailAddress%]Email address of the affiliated organization administrator. This is the address to which the email will be sent.
[%URLLogin%]URL of the Admin Portal Login page.

[%HelpBaseURL%]

URL of the Apperian Documentation Center. This is the online help system that you are currently viewing.

[%URLForgotPassword%]URL to the page for resetting a forgotten password.
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