When you hit the Invite button, an automated email is sent out from Pingboard, inviting individuals to claim their profile and start using Pingboard. The link in this email is the "key" for unlocking access for a profile, and it's usually the first thing anyone sees from Pingboard, so it’s a great idea to customize that email and tailor it to your company’s needs and culture.
- From the Admin menu, select Settings, then scroll down to find and click the blue Customize Invite Email button.
- Our email editor uses Markdown to style the email’s text – if you’re not sure how Markdown works there’s a handy cheat-sheet at the bottom of the editor, or you can click here for a more extensive guide to using markdown.
- You can preview what your invite email will look like at any time by clicking on the Preview tab at the top of the editor.
- When you’re done making edits, click the blue Save button at the bottom of the editor to save your changes.
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