1. Go to Administration > Email Management > Automated Emails
2. Hover over an email and click on the pencil to edit it.
3. Select the Schedule Type and click Next
4. Click on the Subject to edit it
5. Click in the body of the email to change it.
You can select font options at the top of the email body
You can use the Data Fields to automatically fill details.
6. Under Recipients select a User Level. All users who have this level, will receive the email.
7. CC or BCC users as needed. Select a User Level from the menu or type an email address manually. Click Enter to save the email address.
8. Switch on Restricted Emails and enter the addresses to exclude users from receiving the email
9. Switch on the email by clicking Activate Email Template