Overview
Email templates save time and help you send consistent messages to candidates. You can create templates for common communication, such as interview invites, job offers, and rejection messages — and now, main accounts can share these templates with all additional accounts.
💡 Tip: Shared, inheritable templates make it easy to maintain consistent communication across every location.
Create an email template
Go to Settings › Email Templates.
Select Create Template.
If your account manages additional accounts, you’ll see an option to make the template Inheritable.
Add a title for your template.
Tip: If you have multiple additional accounts and want to create a template for a specific location, include the location/company name in the title for easier access. (ex: Austin Email 1, Houston Email 1, Dallas Email 1, etc.)
Enter your message content and use personalization tags where helpful (like applicant name or job title).
Click Create to save and use.
How inheritable templates work
Main accounts can create templates and mark them as Inheritable.
Additional accounts automatically see shared templates under a section labeled “Inherited from [Main Account Name].”
If the main account updates an inheritable template, those edits appear automatically on the inherited version.
If an additional account copies the inherited template and edits it, the copied version becomes independent. Future edits made by the main account will not update that copy.
If the main account unchecks “Inheritable,” the template is removed from additional accounts’ shared view.
💡 Tip: Additional accounts can use inherited templates as-is or make a copy to customize them for local needs.
Using templates in the Candidate Profile
Open a candidate’s profile and go to the Messages tab.
Choose Select Template to use one you created or Inherited from [Main Account] to use a shared version.
If you need to edit an inherited template, go to Settings › Email Templates and Make a copy to create your own editable version:
💡 Additional accounts can access and send both local and inherited templates directly from the candidate’s profile.
Common Questions
Can every account create inheritable templates?
No. Only main accounts with associated additional accounts can make templates inheritable.
Can additional accounts edit an inherited template directly?
No. They can copy the template to their account and edit the copy.
What happens if the main account updates an inherited template?
The updated version appears automatically in the additional accounts’ inherited list, unless they’ve made a copy.
If we remove inheritability, what happens?
The template is removed from additional accounts’ shared view, but any copied versions remain.