Customize CA email template

6 votes

Customize both BA and CA email templates in the global admin

Reviewed - Saved for Future Consideration Suggested by: Kat Resker (12 Jun, '25) • Upvoted: 17 Sep, '25 • Comments: 5

Comments: 5
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29 May, '25
Curtis Creekmore Merged
Clients would like the ability to edit the email being sent each time they send a candidate the assessment, as they were able to in Legacy. We understand this is editable for the entire company by Org Admin, but needs to be editable each send.
13 Jun, '25
Matt Reading Admin Merged
Hi Curtis, Thank you for your suggestion. It's being merged with a similar ticket on the board.
13 Jun, '25
Matt Reading System
"PI2 Parity - BA/CA Email Editing" (suggested by <Hidden> on 2025-05-29), including upvotes (1) and comments (1), was merged into this suggestion.
16 Jul, '25
Lisa Kinsey
Clients need the ability to edit/customize email templates coming from the software. This was available in Legacy but now you can only edit the Take BA assessment email.
08 Aug, '25
Melanie Wood
Hello! It would also be helpful to be able to edit the email that goes out when asking people to participate in the job assessment. The need to clarify the WHY and the HOW to take it (things such as "focus on not what is a 'nice to have' but a 'Must have'..."only select job duties done 60-70% of the time".