Admins: Customize the invitation

Written By Samuel Grinis (Super Administrator)

Updated at April 16th, 2020

You can customize the invitation templates under Administration in the Setup tab.

When you add users in MultiLine, you'll have the option to invite them to join by either a text or email. You can customize the look, feel and content of the text or email. 

Customizing text invitations

  1. Navigate to the Set-Up tab.
  2. Click Administration from the sub-menu.
  3. Click on Invitation Templates, and then click on Messages.
    The box on the right-hand side of the screen will preview any changes you make to the text itself and mirror what users will receive.  

Customizing email invitations

  1. Navigate to the Set-Up tab.
  2. Click Administration from the sub-menu.
  3. Click on Email in the Invitation Templates sub-menu.
  4. Make your customizations.
    The box on the right-hand side of the screen will preview any changes you make to the email itself and mirror what users will receive.  

List of invitation template variables

Variable name

Description

{f_name}

First name of the invited user.

{l_name}

Last name of the invited user.

{app_link}

App link configured by the system administrator. Tap the app link to redirect the user to download the App.

{u_name}

Email address or mobile number of the invited user. This is required for successful registration.

{pwd}

System-generated password for the invited users. This is required for successful registration.

{orgid}

Company or Organization ID is automatically defined when the organization is defined. This is required for successful registration.


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