J
Jorge Leyva
The email sent by "Invite to client portal" cannot be customized. It is not listed under Client Portal > Settings > Email Settings (only Communities and Courses templates appear there), so we cannot change its subject, body text or button label.
Problems in practice:
  1. The greeting falls back to "Hey User" when the contact has not registered yet, even though the contact already has a first name in the CRM.
  2. The body text is generic ("a consolidated and secure platform for collaboration and team interaction"), which does not describe what our clients use the portal for.
  3. Only the portal name and logo can be branded; colors, footer and sender details cannot.
  4. In non-English portals the text is a fixed translation that cannot be adjusted.
Request:
  • Add the Client Portal invitation email (and the magic link / password reset emails) to Email Settings as editable templates, like the Communities emails.
  • Support contact merge fields such as {{contact.first_name}} in the greeting.
  • Allow editing the subject, body, button text and footer.
  • Allow overriding individual translated strings in Language Settings (e.g. the forgot-password helper text in Spanish is too long and overflows under the button).
This is the first email a client receives from the portal, so being able to brand it properly matters a lot for trust.