In the templates section, you can administer text templates. Text templates can be used to standardize the text message that your team is using when sending requests, deleting accesses, creating data shares, etc.
When adding a text template, the following parameters can be set:
- Type - Which section should the text template be used in.
- Template name - The name of the template. Use a descriptive name so that you can remember which template is which.
- Availability - Set the availability to "My account" or "All accounts". Only the owner can set text templates for the whole team.
- Message - What text shall be in the text template. Some variables that can be used:
- {name} - will insert the name of the recipient
- {firstName} - will insert the first name of the recipient
- {lastName} - will insert the last name of the recipient
- {myName} - will insert the name of the sender (you)
- {myEmail} - will insert the email of the sender (you)
- {myCompany} - will insert the name of your company
- {myPhoneNumber} - will insert the phone number that you have set as your 2-factor authentication (on login)