In Email Templates, you can view the existing email templates that are used to communicate with other project members. The email templates can be adjusted by editing the downloaded file and uploading it back to Bosch IoT Insights.

The following email templates are available:

Notification
To inform your users
Calendar Booking Deleted
To inform the user about a booking that was deleted in the calendar
Calendar Booking
To add schedules to a calendar
Calendar Booking Changed
To inform the user about a booking that was changed in the calendar
Removed Users From Project
To inform the user about removed users
Calendar Task
To add scheduled tasks to your users
Calendar Booking Conflict
To inform the user about a booking that conflicts with another booking
Consents New Revision
To inform the user about a new version of the consent document
User Invite Existing
To re-invite users who might not have succeeded to activate their account within the given period
User Invite New
To invite an unknown user to the project

Proceed as follows

Click the Email Templates tab.
→ The Email Templates tab is displayed and shows the email templates.
images/confluence/download/attachments/1090510420/admin_project_email_templates-version-1-modificationdate-1695901699000-api-v2.png

Prerequisites

To execute the following actions, you have to be assigned to the Manager role.

Configuring email templates

You can adjust the parameters in the default templates. Open any template to see the parameters and their description that can be added or removed.

Proceed as follows

Open the template you want to adjust.
→ The parameters are displayed.
Click the Download button.
Save the file to the desired location.
Edit the file locally by adding and/or removing parameters using your desired tool.
In Admin > White labeling > Email Templates, click the Upload button to upload the adjusted file.
→ The email template has been updated.

To remove the adjusted email template, click the Remove button. The default email template will then be active again.