Manage the email templates for password-reset messages.

Experience Cloud sends emails to new Users and to users who request their password be reset. This screen manages the custom Templates to use when sending those emails. When there are no custom templates defined on this screen or a specific condition is not met for a custom template, Experience Cloud uses default templates.

Initially, there are no custom templates. After creating some templates, they are listed on the screen with options to edit, delete, and preview the template.

To create a User email template:

1. Choose any of the following template type:

   • New user — Emails when users are created and to email a new password to an existing user.

   • Lost password — Emails to recover account password from the login page.

   • Lost username — Emails to reset username from the login page.

   • Multi-factor authentication code — Emails a multi-factor authentication code to verify the user's sign-in activity. See Multi-factor authentication for details.

   • Password Expiry Reminder — Emails with reminder that password will expire.

2. Choose the Unit group the template applies too. The default is All units, but you can create individual email templates for different users based on Unit groups assigned to the company data view (default permission context) on the primary role, by specifying a Unit group or All Unit groups in the Scope field. Exact data access needs to be assigned; users assigned Unit groups from other categories outside the Unit group specified under Scope receive an e-mail from the default template.

3. Click Create New Email Template.

4. Define the template as per the information in Templates. Take into account the following:
   • Condition must be blank so it uses what is selected in the Scope.
   • The user that receives the email must fall within the Scope selected.
   • The user must be associated with at least one Unit group specified in the Scope field.  
   • A default email is sent if no template can be found or no Scope conditions are met.
   • Email templates can be sent in HTML, Plain Text, or both.

5. When finished, click Save.

In the template, use the $ACCESS_CODE_SECURE_URL$ variable to link the user directly to the login screen for them.