Adding a New User and Sending a Welcome Email
π§βπΌ How to Manually Add a User and Send a Welcome Email
This guide walks you through the steps to manually add a user to the system and send them a welcome email, either during the creation process or afterward.
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Adding a New User and Sending a Welcome Email
- Navigate to Maintenance.
- Click on User Maintenance.
- Select the green β (plus) icon to add a new user.
- Enter the userβs:
- First Name
- Last Name
- Email Address
- Enable the Send a Welcome Email toggle.
- Click the Save icon located at the bottom right of the screen.
π§ Sending a Welcome Email to an Existing User
- Select the Welcome Email icon at the top of the screen.
- Choose the user(s) you want to send the welcome email to:
- Select individual users, or
- Use Select All if applicable.
- Click the Send icon at the bottom right.
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