Customizing a welcome email

in the access settings page, you can create a custom email template to invite users to your charthop organization send welcome email create a custom welcome email to customize the welcome email that invites users to access your charthop organization f rom the left sidebar, select access from the sub menu, select settings scroll down to the invitation email section create or edit your custom welcome email message using the rich text editor or using markdown you are able to use charthop fields for personalization using carrot reference docid\ fl emyhb9f8nzl2vza9fq such as "hi, {{name first}} " select save settings when you've completed your email template send test email once you've created an email template, you can test how it looks by selecting send test selecting the send test button automatically sends a test email to your registered email address example welcome email packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement