Configure account email templates

Configure header and footer logos, login/no login button text, and additional prefooter text to display in non-system emails sent to sites. All configuration options are optional and independent of one another.

You must have a role with Account email template management permission to complete this task.

1. In the global navigation menu, click account and click email template configuration.
2. If appropriate, optionally check the box labeled For study digest emails, include study protocol title and study sponsor when listing the site's invited studies.
3. Under the Header logo section, click in the Drag and Drop field to browse and select a logo image, or drop a selected image directly into the field. The Image must be JPEG, GIF, or PNG file type and can be up to 600 pixels wide.
4. Below the logo image, enter alternative text for the Header logo. This text can be read by screen reader applications.
5. At Login button introduction text, optionally modify the text that will display above login buttons. If not modified, the text will be "There are two ways to access the study management tool."
6. Under the No login section, modify the default description text that displays in email notifications when the no login button is available. The field accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
7. Under the Login section, modify the default description text that displays in email notifications when login button is available. The field accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
8. Under the Pre-footer text section, enter text to display above the footer image area. The field accepts non-Javascript formatted HTML (i.e., no "<script>" tag allowed).
9. Under the Footer logo section, click Upload image and browse to locate a logo image that does not exceed the maximum of 600 pixels.
10. In the text field below Upload image, enter alternative text for the Footer logo. This text can be read by screen reader applications.
11. At the top of the page, preview () the configured template.
12. Click Done.