Safeguard for Privileged Passwords provides default email templates for most events, such as Cluster Primary Quorum Fails or Access Request Denied. Each event type triggers an email notification that uses the template.

Go to Email Templates:

• web client: Navigate to External Integration | Email Templates.
• desktop client: Navigate to Administrative Tools | Settings | External Integration | Email then scroll to the Email Templates section.

Use these toolbar buttons to manage email templates.

Table 171: Email template: Toolbar

Property	Description
Reset	Reset the selected template to the default.
Edit	Modify the selected email template.
Refresh	Update the list of email templates.
Search	To locate a specific template, enter the character string to be used to search for a match. For more information, see Search box.

Macro properties

Each event type supports specific macros in the template that are appropriate for that type of event. When editing a template, you can click Insert Event Property to select properties to insert into the text of the Subject line or Body using keywords surrounded by double braces. For example, you may select the following event properties in the Subject of your email:

Access Policy Created {{EventDescription}} {{PolicyId}}

Safeguard for Privileged Passwords ignores macros that are not supported by the event type. Unsupported macros appear blank in the email preview. Additionally, a warning message like the following may displays: Invalid format for BodyTemplate property.

To edit an email template

Modify an email template to change any information except the Event type. If you later want to revert to the original template, you can select the template then click Reset . To modify an email template, use the following steps.

1. Go to Email Templates:
   • web client: Navigate to External Integration | Email Templates.
   • desktop client: Navigate to Administrative Tools | Settings | External Integration | Email and scroll to the Email Templates section.
2. In the Email Template grid, select the template to modify and click. Edit.

   1. Event: For more information, see Enabling email notifications.

   2. Subject: Edit the subject line for the email message.

      As you type, click  Insert Event Property Macro to insert predefined text into the subject line. For example, you may create the following subject line:

      Approval is required for {{Requester}}'s request

      where Safeguard for Privileged Passwords generates the data defined by the macro within the double braces.

      Limit: 1024 characters

   3. Reply to: Enter the email address of the person to reply to concerning this notification.

      Limit: 512 characters

   4. Body: Enter the body of the message.

      As you type, click  Insert Event Property Macro to insert predefined text into the body. For example, you may create the following body for an email template:

      {{Requester}} has requested the password for {{AccountName}} on {{AssetName}}

      where Safeguard for Privileged Passwords generates the data defined by the macro within the double braces.

      Limit: 16384 characters

   5. Preview Email: Select this link to display the Preview Email dialog so you can see how your email message will look.
   6. Click OK. The updated template is added to the Email Template grid.
3. If you want to return to the default, select the email template then click Reset.

To add an email template

desktop client only

You can add individual email templates, for example to provide notification when emergency access is granted

Add an email template if you want to keep the original template and simply create an additional template for the Event.

1. Navigate to Administrative Tools | Settings | External Integration | Email and scroll to the Email Templates section.

2. In the Email Template grid, click Add. It doesn't matter what template is selected.

   1. Select the Event. The default may be different than the template selected. An additional template for the event type will be added.

   2. Enter or select a Subject. You can click to add an event property.
   3. Enter a Reply To.
   4. Enter the Body content. You can click to add an event property.
   5. Click Preview Email to see what will be sent.

   6. Click OK. The template is added to the Email Template grid.

3. If you want to return to the default, select the email template then click Reset.