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Configuration

The Configuration section controls platform content and available functionality.

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Available Sections

Manage system email templates used for platform notifications, billing alerts, user invitations, security events, and operational communications.Templates support dynamic variables that are automatically replaced with actual values when emails are sent.

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Available Templates

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User Added to Organization

Sent when a user is added to an organization.Variables
  • organizationName
  • senderName
  • userName

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User Invitation

Sent when a user is invited to join an organization.Variables
  • userName
  • organizationName
  • senderName
  • inviteUri
  • password

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Confirmation

Sent during account confirmation workflows.Variables
  • url

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MFA Password

Sent when multi-factor authentication (OTP) is enabled.Variables
  • userName
  • organizationName
  • OTP

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Reset Password

Sent when a user requests a password reset.Variables
  • email
  • token

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Billing & Payments

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Balance Alert

Sent when an organization balance falls below the configured threshold.Variables
  • organization
  • amount

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Balance Topup Succeeded

Sent after a successful balance top-up.Variables
  • organization
  • amount
  • invoiceUrl

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Balance Topup Failed

Sent when a balance top-up transaction fails.Variables
  • organization
  • amount
  • reason
  • invoiceUrl

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Subscription Charge Succeeded

Sent when a subscription payment is processed successfully.Variables
  • organization
  • productName
  • price
  • invoiceUrl

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Subscription Charge Failed

Sent when a subscription payment cannot be processed.Variables
  • organization
  • productName
  • reason
  • price
  • invoiceUrl

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Usage & Units Monitoring

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Units Alert

Sent when usage approaches plan limits.Variables
  • organization
  • plan_name
  • percent_left

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Units Over Alert

Sent when usage exceeds the plan limit.Variables
  • organization
  • plan_name

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Units Over Alert (No Balance)

Sent when usage exceeds plan limits and account balance is insufficient.Variables
  • organization
  • plan_name

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Phone Number Notifications

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Phone Disabled

Sent when a phone number subscription becomes inactive.Variables
  • organization
  • number

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Phone Disabled Days

Sent after a phone number has been disabled for a specified period.Variables
  • organization
  • number
  • days_ago

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Phone Lost

Sent when a phone number is removed from the organization.Variables
  • organization
  • number

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Support & Requests

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Hire an Expert

Sent when a user submits a “Hire an Expert” request.Variables
  • name
  • email
  • phone
  • company
  • website
  • industry
  • userEmail
  • organizationName
  • userId
  • organizationId

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Support Team Message

Sent to support staff when a support request is submitted.Variables
  • email
  • message

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Editing Templates

Click Edit on any template card to customize:
  • Email subject
  • Email body
  • Dynamic variables
  • Formatting and branding
Variables must remain unchanged to ensure data is inserted correctly when emails are generated.

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Variable Syntax

Use double curly braces:
{{organization}}
{{userName}}
{{amount}}
{{invoiceUrl}}
Example:
Hello {{userName}},

You have been added to {{organizationName}} by {{senderName}}.
Removing or modifying template variables may cause notification emails to display incomplete information.
Manage legal and compliance text displayed throughout the platform.Disclaimers allow administrators to define legal notices, cookie consent information, and regulatory content that may be shown to users across branded experiences.

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Legal Disclaimer Text

Main legal notice displayed to users of the platform.This disclaimer typically defines:
  • Terms of platform usage
  • Liability limitations
  • Service availability notices
  • Warranty disclaimers
  • User responsibilities
  • Legal obligations

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Content Type

Type: rich textSupports formatted content including:
  • Bold text
  • Italic text
  • Headers
  • Lists
  • Links
  • Tables
  • Code blocks

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Example

This Legal Disclaimer governs your access to and use of the platform.

By accessing or using the Service, you acknowledge that you have read,
understood, and agreed to these terms.

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Admin Cookie Consent Text

Cookie policy and consent notice displayed to platform users.This content explains how cookies and tracking technologies are used within the platform.

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Content Type

Type: rich textSupports formatted content including:
  • Hyperlinks
  • Lists
  • Tables
  • Text formatting
  • Embedded legal references

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Example

This website uses cookies and similar tracking technologies
to improve user experience and platform functionality.

By continuing to use the platform, you consent
to the use of cookies.

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Rich Text Editor

Both disclaimer sections use a rich text editor with support for:

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Text Formatting

  • Bold
  • Italic
  • Underline
  • Headings
  • Horizontal separators

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Content Structure

  • Ordered lists
  • Unordered lists
  • Tables
  • Blockquotes
  • External URLs
  • Internal links
Example:
[Privacy Policy](https://example.com/privacy)

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Advanced Formatting

  • Code blocks
  • Inline code
  • HTML-compatible content

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Best Practices

Include:
  • Terms of service references
  • Liability limitations
  • Intellectual property statements
  • User obligations
  • Service availability notices
Include:
  • Cookie usage explanation
  • Analytics disclosure
  • Tracking technology details
  • Third-party integrations
  • Consent requirements
  • Privacy policy references

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Saving Changes

After modifying disclaimer content:
  1. Update the text in the editor.
  2. Review formatting and links.
  3. Save changes.
  4. Verify content is displayed correctly in the user-facing experience.
Disclaimer content is displayed exactly as configured. Administrators are responsible for ensuring all legal and compliance text meets their organization’s requirements and applicable regulations.
Disabling features only hides them from users. Existing configurations remain unchanged unless explicitly removed.