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Update the Default Onboarding Invitation Email

Use this when you need to change the standard email that gets sent to subcontractors/suppliers during onboarding. This is typically a company-level setting, managed in the Classic portal, and affects future onboarding invitations sent from that customer account.

 

What this means 

  • The “default onboarding invitation email” is the template message used when sending onboarding invites to suppliers.
  • Updating the template changes the default content going forward for that company (it does not edit emails that were already sent).

 

When you’ll use this

  • A customer asks to update wording, branding, sender details, or instructions in the onboarding invite email.
  • You need to remove or adjust template placeholders (for example, links or standard blocks of text) that appear in the invite.

 

Step-by-step


     

    Common issues

    Can’t find the setting in NextGen

    • Settings and templates may still be managed in Classic.

    • Use the Classic portal to locate the company-level template.

    Edits don’t seem to apply

    • Confirm you edited the template at the company level (not a site-level note or a one-off email editor).

    • Save changes, then test by sending a new onboarding invite.

    Missing or broken link in the email

    • This often happens when a required placeholder/variable was removed.

    • Re-add the required placeholder(s) and re-test by sending a new invite.

     

    Why this matters

    • Keeps onboarding communications accurate and consistent for suppliers.
    • Reduces confusion and support tickets caused by outdated instructions, branding, or incorrect links.

     

    Need help?

    If you can’t access the Classic portal settings or you’re unsure which template is being used, contact your internal admin (or the customer’s Company Host/GC site team) to confirm where the company-level onboarding email template is managed and to validate changes with a quick test invite.

    If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.