Templates
Web Templates
Web Templates allows administrators to configure four different display options:
Claim Account
Expired Password
Forgot Password
Forgot Username
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The Web Template editors all adopt the same layout and functionality.
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To insert the WebRoot and Page Content token values, place the cursor at the desired location within the editor and then click the needed token.
Email Templates
Profiles Email Templates allow administrators to configure predetermined Profiles Action Messages that are automatically sent once the Profiles action occurs.
RapidIdentity Portal currently supports Profiles Email templates for four separate categories:
Connect
Profiles
Sponsorship
Workflow
The images and tables below breaks out each of the available email templates and their basic purpose. Depending on the default content of the template, some templates have specialized groups of tokens that can be rearranged as needed. Simply place the cursor at the location in the copy that the variable needs to appear, then click the token at the top of the page to populate the requested variable in that spot.
Choose whether to send the email as Plain Text or HTML, and ensure the Subject Line is accurate.
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Section | Template Name | Description |
|---|---|---|
Connect | Job Completed | This email message will be sent to configured recipients when a Job completes. |
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Section | Template Name | Description |
|---|---|---|
Profiles | Retrieved User ID | This email message will be sent to a User when they retrieve their User ID. |
Password Reset | This email message will be sent to a User when their password has been reset by a third party. | |
Profile Changed | This email message will be sent to a User when their profile has been updated. |
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Section | Template Name | Description |
|---|---|---|
Sponsorship | Edit Account | This email message will be sent to the Sponsor when a Sponsored Account is edited. |
Expiration Warning | This email will be sent to a Sponsor when they have at least one Sponsored Account expiring within a week. | |
Certify Account | This email message will be sent to the Sponsor when a Sponsored Account is Certified. | |
Expire Account | This email message will be sent to the Sponsor when a Sponsored Account is expired. | |
Add Account | This email message will be sent to the Sponsor when a new Sponsored Account is created. | |
Transfer Account | This email message will be sent to both the Old Sponsor and the New Sponsor when a Sponsored Account is transferred. | |
Delete Account | This email message will be sent to the Sponsor when a Sponsored Account is deleted. |
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Section | Template Name | Description |
|---|---|---|
Workflow | Entitlement Revoked | This email message will be sent to the Recipient and Requestor of an Entitlement when it has been Revoked |
Entitlement Granted | This email message will be sent to the Recipient and Requestor of an Entitlement when it has been Granted | |
Entitlement Owner Expiration Warning | This email message will be sent to the owners of all Entitlements which have at least one user whose access will expire within 7 days | |
Workflow Task Addressee Expiration Warning | This email message will be sent to all Addressees of any Workflow Tasks which will expire in the next 7 days | |
New Request For Approval | This email message will be sent to all possible Approvers when a request is pending approval |