Email Templates

The Email Templates screen allows authorized users to view and manage the email templates used by the system to send notifications to users. These templates control both the content and branding of system-generated emails.

Purpose

The Email Templates screen enables users to:

View default and customized email templates
Customize email content and branding
Test email templates before applying changes

Access to this screen is controlled by role-based permissions.

Email Templates List

The main screen displays a list of email templates currently available in the system. These may include default system templates or templates that have been customized by the tenant.

ACMO Portal - Email Templates

Table Columns

Each template is listed in a table with the following columns:

Template Name
The name of the email template (for example, Password Reset).
Clicking the template name opens the edit screen.
Updated On
The date when the template was last modified.
Updated By
The name of the user who last updated the template.
Status
Indicates whether the template is Active or Disabled.

Email Template Configuration

The following table lists all available email templates that can be customized within the system. Each template corresponds to a specific event or workflow trigger, allowing users to modify the content, tone, and structure of system-generated emails to better align with organizational requirements and communication standards.

Template Name	Description
Test Email Delivery	A test email sent to verify that email configuration and delivery are functioning correctly.
Password Reset	Sent to users when they request to reset their account password, typically containing a secure reset link.
Account Reset	Notifies users when a temporary password is created for their account.
Sync Report	Sent after synchronization of user accounts, roles, and groups with the tenant account, summarizing the results.
New User Invitation	Invites a new user to join the platform, usually including onboarding instructions or an activation link.
Awaiting Invoice Approval	Alerts relevant users that an invoice is pending their review or approval.
Scheduled Report	Delivered automatically based on a configured schedule, containing selected report data.
Export Report	Sent when a report is exported (e.g., PDF or Excel), often including the file or download link.
Account Updated	Notifies users when changes have been made to their account details or settings.
User Account Blocked	Informs the user that their account has been blocked, typically including reason or next steps.
User Account Unblocked	Notifies the user that their previously blocked account has been restored.
Export File Download Link	Provides a direct link for users to download an exported file.
Invite Supplier	Sends an invitation to a supplier to join or connect with the platform.
Notify Comment	Alerts users when a new comment is added to a relevant thread, document, or record.
Notify App Client	Sends notifications to application clients regarding specific system or user-triggered events.
Request Goods Receipt	Notifies relevant parties to confirm or process the receipt of requested goods.

Editing an Email Template

Clicking on a Template Name opens the Edit Template screen, where users can customize the email content.

ACMO Portal - Email Template Code

Edit Template Screen

Email Subject

An input field at the top of the screen
Defines the subject line of the email notification

Template Editor Tabs

The editor includes two tabs:

1. Code

Contains the HTML code for the email template
Users can modify the HTML to customize layout, branding, and messaging

2. Preview

Displays a live preview of the email
The preview is rendered directly from the HTML code in the Code tab
Allows users to review the final appearance before saving

Variables Panel

Located on the right side of the screen
Displays a list of available variables that can be used within the template
Variables are read-only and cannot be edited

Example variables for a Password Reset template include:

code
expire
tenantId

These variables can be referenced in the HTML code to dynamically populate email content.

ACMO Portal - Email Template Preview

Template Actions (Editor Level)

To the right of the editor tabs, the following actions are available:

Reset to Default
Restores the template to its original default version
Copy Code
Copies the HTML code to the clipboard using the copy icon

Top-Level Actions

The following action buttons are available in the top-right corner of the edit screen:

Send Test Email

Sends a test email using the current template configuration
The email is sent to the currently logged-in user’s email address
Useful for validating layout, content, and variable rendering

Update Template

Saves all changes made to the template
Updates the template used for future system notifications

Summary

The Email Templates screen provides full control over system email notifications. With HTML-based editing, live previews, dynamic variables, and test email functionality, tenants can tailor email communications to match their branding and messaging requirements while maintaining system consistency.