Settings
Configuration, users, integrations, and audit history.
Email templates
Customize the transactional emails your association sends. Every template here is sent through the same renderer, so changes apply to portal invites, invoices, receipts, and renewal reminders alike.
| Template | Status | Last updated | |
|---|---|---|---|
Two-step verification code Sent during sign-in when the member has email-based 2FA enabled. Contains the one-time numeric code they need to complete login. No links in the body — code is the only thing that matters. two_factor_code | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
New device login alert Sent automatically when a portal account is signed into from a device/IP not previously seen for that identity. Security-notification only — no links in the body by design. new_device_login | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Password changed notification Sent automatically after a portal password change completes (whether the member used the self-service forgot-password flow or an admin sent a reset link). No links in the body by design — security-notification only. password_changed | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Password reset Sent when staff trigger a portal password reset from a contact's Actions menu. password_reset | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Portal invite Sent to a contact when staff invite them to the member portal. portal_invite | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Invoice sent Sent when staff click Create & Send on an invoice. invoice_sent | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Payment received Receipt sent automatically when an invoice is paid. payment_received | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Renewal reminder (30 days) Sent 30 days before a membership's renewal date. renewal_reminder_30d | Enabled | 6/10/2026, 1:20:39 AM | Edit → |
Renewal reminder (7 days) Sent 7 days before a membership's renewal date. renewal_reminder_7d | Enabled | 6/10/2026, 1:20:39 AM | Edit → |