Customization Hub – Evo Security

The Customization Hub allows administrators to personalize the Evo Security portal experience for their organization and tenants. From a centralized location, administrators can manage branding and create customized communications using their organization's logos, messaging, and dynamic variables.

Where can the Customization Hub be found?

The Customization Hub can be accessed from the bottom of the Global View or within an individual Tenant View.

What Can Be Customized?

The Customization Hub provides tools to manage:

Global and Tenant Logos — Customize the branding displayed throughout the portal by updating logos at the global or individual tenant level.

Email & SMS Templates — Create and manage customized email and SMS communications using the rich text editor, custom logos, and dynamic variables.

Logo’s & Templates set at the Global level apply to all tenants unless overridden per Tenant.

Branding Customization

Administrators can configure logos for both the Global environment and individual Tenants. This allows organizations to maintain consistent branding while also providing the flexibility to customize branding for specific tenants when needed.

Email & SMS Templates

The Customization Hub includes a rich editor for creating and managing custom Email and SMS Templates.

Templates can be customized with:

Custom messaging and formatting

Organization logos

Dynamic variables to automatically insert relevant information

Separate templates for different communication needs

Dynamic variables allow information specific to the recipient, tenant, or event to be automatically populated when the communication is sent.

Using Variables

Variable Format

Placeholders use the following format:

{{variable_name}}

For example:

Hello {{firstname}},

When sent, {{firstname}} is replaced with the user's first name.

Using Variables in Links

Variables can also be used as URLs within hyperlinks.

Format:

[Click here]({{variable_name}})

The text displayed to the user is defined by you, while the URL is populated from the variable.

User & Account Information

Use these variables to personalize messages with the recipient's account information.

Placeholder	Description
`{{firstname}}`	User's first name
`{{lastname}}`	User's last name
`{{name}}`	User's full name
`{{email}}`	User's email address

Commonly used in: Welcome Emails, Help Desk Welcome Emails, and SMS Setup Emails.

Enrollment & Access Links

Use these placeholders when providing users with links or information needed to complete enrollment or access their account.

Placeholder	Description
`{{password_reset_link}}`	Link used to set a password or sign in. For LDAP/on-premises users, this is the portal login link.
`{{registration_link}}`	Link used to complete device or SMS enrollment.
`{{expires_at}}`	Date and time when the invitation or verification expires.

Commonly used in: Welcome Emails, Help Desk Welcome Emails, SMS Setup Emails, and Help Desk Verification Emails.

Help Desk Verification

These variables are used when a technician is verifying a user's identity during a support session.

Placeholder	Description
`{{user_name}}`	Name of the end user being verified
`{{requester_name}}`	Name of the technician requesting verification
`{{confirm_link}}`	URL the user can use to confirm the verification request
`{{deny_link}}`	URL the user can use to deny the verification request
`{{confirm_deny_buttons}}`	Pre-styled Confirm and Deny buttons generated from the confirmation and denial links
`{{psa_ticket_external_id}}`	PSA ticket number. This line is automatically hidden when no PSA ticket is associated with the request.
`{{verification_link}}`	Tap-to-confirm link sent to the user via SMS

Commonly used in: Help Desk Verification Emails and SMS messages.

Tip: When customizing templates, use the variables exactly as shown above. Variable names are case-sensitive and must include the double curly brackets ({{ }}).