Customize onboarding settings

Customize onboarding settings

To customize the welcome email text, product name, and sender email addresses for welcome emails and scheduled notifications, use the customization settings on the Admin > Onboarding page of your ThoughtSpot instance.

Important

  • If you want your ThoughtSpot instance to send email notifications with a custom domain name and a specific sender ID, contact ThoughtSpot Support.

  • To send emails from a specific email account, you must update the Custom admin email and From ID on the Admin > Application settings > Onboarding page. To customize these parameters, contact ThoughtSpot Support.

  • If your instance has Orgs, note that customizing email settings per Org is not supported. To modify the email settings for all Orgs on your instance, you will need cluster administrator privileges.

To customize email settings and the onboarding experience, follow these steps:

  1. Log in to ThoughtSpot as an admin user.

  2. Go to Admin > Application settings > Onboarding.

  3. Click Edit.

  4. Configure the following parameters as per your requirements.

    Welcome email

    Enables or disables welcome emails. When enabled, ThoughtSpot sends welcome emails to all new users.

    Company name

    Your company name. The default value is Your Company.

    Custom admin email

    Email address of the administrator of your ThoughtSpot instance. You can add an email address of your choice. However, to enable this setting, you must contact ThoughtSpot Support.

    From ID

    Email address from which the welcome emails are sent to new ThoughtSpot users. By default, ThoughtSpot uses TS Admin <[email protected]> to send email notifications. To change this setting, contact ThoughtSpot Support.

    Support email ID

    Email address of your company’s Support contact. This email address appears only in welcome emails sent to the new users of your ThoughtSpot instance.

    Learn More link

    A website URL that allows users to learn more about ThoughtSpot or your organization’s implementation of ThoughtSpot. The default link is https://docs.thoughtspot.com.

    Product name

    The name of the product to use in email notifications; for example, Liveboard sharing, Liveboard job schedule, or Liveboard subscription notifications. If you specify a product name, these email notifications will show the product name as shown here:

    Visit <product-name> to view this Liveboard.

    If the product name is not defined, the email notifications will show ThoughtSpot as the product name.

    Get started link

    A website link that allows users to get started with the product. By default, this link points users to the ThoughtSpot instance to which they are added.

    Custom message

    The text to use in the email messages.

  5. Click Save changes.

  6. To reset the email and onboarding settings to the application default, click Reset configuration.