PingOne Advanced Identity Cloud

Modify default workflow email templates

Identity Governance creates default email templates for access request-related features. For example, the Approval node references the default access request email templates.

You can create your own email templates and update the email templates the Approval node uses for notifications.

  1. From the Advanced Identity Cloud admin console, go to Email > Templates.

  2. View the following email templates and modify as necessary:

    Some access request email templates use configurations set in the workflow definition for an access request type. The Notes column indicates if a template uses configurations.
    Email template name Description

    Request Assigned

    Initial email to the approver(s) of a resource when an end user submits an access request.

    Request Reassigned

    Email to the new assignee when an approver forwards a request item.

    Request Escalated

    Email to an individual assigned as the escalation point of contact.

    Request Reminder

    Email to the approver(s) as a reminder that they have a request item to act on.

    Request Expired

    Email to the approver(s) when a request item expires. The end user defines the expiry of the access request when they submit the access request.

  3. For each email template:

    1. Click the desired template.

    2. View the contents of the email.

    3. If you want, update the email subject and body. Learn more about customizing email templates at Email templates.

      To reference access request information in a variable in an email template, use syntax similar to the following:

      request.user.userName

      The variables you can reference depend on your tenant’s configurations; therefore, they’re specific to your company.

      To reference available attributes from the Advanced Identity Cloud admin console, go to Email > Template > Select template > Variables.