---
title: Customizing a welcome email
slug: 9zal-customizing-your-invitation-email
docTags: 
createdAt: 2022-04-22T16:07:38.000Z
---

In the **Access Settings** page, you can create a custom email template to invite users to your ChartHop organization. 

![Send welcome email](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/Et76wDzcY2S4D1ZVbOf8w_access-settings-email.png)

### Create a custom welcome email

To customize the welcome email that invites users to access your ChartHop organization:

1. From the left sidebar, select **Access**.
2. From the sub-menu, select **Settings**.
3. Scroll down to the **Invitation email** section. 
4. 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.](docId\:fL-eMyhB9F8NzL2Vza9fq) such as "Hi, `{{name.first}}`". 
5. 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](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/puswQojW8zgtXO4H-V8gl_welcomeemailexample.png)

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