Onboarding Emails

Staff members need to complete the onboarding process before they can login for the first time.

When a user's account is created by an admin, they are usually sent an onboarding email prompting them to complete their profile.

It may be necessary to resend this email to users who have not completed the onboarding process if, for example:

the option to send the onboarding email was unchecked when the user was created
the account was set inactive when the user was created
they are having trouble finding the original email in their inbox
their account was created while the customer account was inactive

The Onboarding Emails page is used to resend onboarding emails in bulk or on an individual basis.

Click Onboarding Emails in the admin panel's sidebar to view this page.

Resend To Everyone

You can resend the onboarding email to all staff users you manage by clicking the Resend Onboarding Email to # Users button under the Resend to Everyone section.

You can optionally provide a message to be included in the onboarding email. The email will always contain sufficient onboarding instructions, but this optional message is a great place to put a more personal reminder to staff members that they need to complete their profile before their conference date.

Resend To Individual Users

You can search for individual users under the Resend to Individual Users section and click the Resend button to queue a new onboarding email specifically for them. This feature does not support the inclusion of custom messages.

{tip} You can also resend the onboarding email to users directly from their profile page by clicking the Resend Onboarding Email button at the top of the page.