Configure a default mail for portal access

If you grant a person access to the portal, you can have this person receive an e-mail about this. You first create a message and then link it to the site.

To create a default message for portal access:

1. Go to: General / Management / Message / Message template.
2. Click on: New.

   You can also change the Access to portal default message.

3. Select Access to portal in Message type.
4. Enter the description.
5. Enter the subject for the e-mail, for example: Access to the portal.
6. Enter the text for the e-mail message.

   You can use Tags in both the subject and in the body text of the e-mail. By using tags, you can personalise the message.

   For example, you can add the name of the user as {Salutation}. In that case, in the e-mail message, 'Dear sir/madam' is replaced by, for example, 'Dear Cas de Graaf'.

   More information: Use tags in an e-mail message.

   You can use different tags in the message templates for e-mailing messages from Profit. An example of a tag is {QuotationNumber}, which you use to retrieve the specific quotation number from the quotation that was automatically attached to the e-mail as a PDF.

   Below you can see the possible tags for the e-mail message templates. For each process step, you have various additional tags to incorporate the step-specific details into the message template.

   The tags are supplied with Profit. You cannot create your own tags.

7. Click on: OK.

You link the e-mail message to your site. Thus, you can send a different message per site.

To link the Access to portal e-mail:

1. Go to: General / In & OutSite / Site.
2. Open the properties of the site.
3. Go to the tab: Message templates.
4. Select a value for Access to portal template.

   Here you select the message that is sent if you give a user access to the portal.

5. Select the Emailing permitted using my data check box; otherwise the visitor is not allowed to do anything in the portal.
6. Click on: OK.