Customize default invitation email to be from institution, not name
We would like to be able to customize the invitation email to say the name of our school, not the name of the person sending the invite. We know there's a workaround of changing your name to be the name of the institution, but it would be nicer if there were a default that we could control as admins.
Sarah Cooper
shared this idea
We do offer the ability to customize the body of the invitation email. Just click the “I’d like to customize the invitation message” and our hope was that this would be enough to give context to anyone receiving the message.
I’m hesitant to add an option to override the name of the person sending the invite because we want to have a public audit trail of who on the account invited the new users. For example, an account that has multiple Administrators may want to have some trail of exactly who sent the invite and who to follow up with in case there are issues.
There’s other better ways we can do this, but I don’t want to overcomplicate the invitation process with more settings.
I will have our design team look into setting the invitation as coming from the Organization Name in a prominent place in the email. I want to make sure I’m not missing any situation we might need to list the name of the individual
-
Hi Sarah,
Ah, okay I get it. Thanks!
We do plan on allowing the ability to set a default invitation message for an account, essentially you'd be able to save and re-use a custom invite that you've made for the account. Unfortunately, saving these emails templates turned out to be a little more difficult than we thought and we decided to wait until after we see how much people are actually sending custom invites to build it.
If that solution works for you, then that's what I'll bring up to the team and get it back on the roadmap for us. We are actively working on some improvements to our user invitation workflow and this could be a nice feature for that project.
-
Sarah Cooper
commented
Hi Brian,
Thanks for the follow up! I can change the text of that email but I have to do it manually every time I return to the system to invite someone. Additionally, it only works for invites sent from me, while we have a handful of users who will have the ability to invite. If there is a place where I can customize the default message system wide so that I control what the default is for other people, that would absolutely be good enough for our situation. It would be ok to still say from 'sarah cooper' at the bottom, as long as I'm able to make it so our institution name is in the body of all those emails as the default (certainly someone could customize back to their name or whatever they want).