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Planner invitation email needs work

OLoughlinMichael
OLoughlinMichael ✭
June 26, 2023 edited July 8, 2024 in General Questions

When you request permission to access a persons' account using the Planner, it generates an email. The email is not showing the name of the Helper requesting permission. After Dear xxxxxxxxx, the area where the Helper name should appear is blank.

Also, the link that the person is supposed to use is buried in the first paragraph and does not clearly state that is what needs to be clicked on. The Link should be separated from the paragraph and be titled " Click here to Grant Permission". The wording could then say, "You will need to login to your account and you will be taken to a page to "Grant Permission".

Sample permission letter.JPG


Tagged:
  • Helper Enhancement
  • Gaining permission to access trees
  • Planner Enhancement
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