Certify allows administrators to configure a custom welcome email. The custom welcome email is sent to a new user when their account is created and should include details on how a user should access Certify based on your company's requirements.
This article shows you, a Certify administrator, how to configure a custom welcome email.
1. On your Certify homepage, click the gear icon.
2. Click Configure Single Sign On.
3. At the bottom of the Single Sign On Configuration page, you will see the option to customize your welcome email.
Using the text box provided, make any changes to Certify’s standard welcome email. Please keep in mind, once the email is customized, Certify will not translate the email to a user’s native language. Additionally, the email will not change depending on how the user was created, whether the user was created manually or through an automated process.
If you wish to return to Certify’s default email, click Restore Default.
You can also enter dynamic fields, which will populate with the user’s information when the email is received. Certify makes the following dynamic fields available:
The first name of the user receiving the welcome email
The last name of the user receiving the email
|The username/email address of the user receiving the email
To insert a Dynamic Field, click Insert Dynamic Field using the drop-down provided and select the desired field. If you prefer, you can also type the dynamic field manually.
Once all edits are complete, we highly recommend sending a test email to verify all formatting and language are accurate. Click Send Test to trigger a test email to yourself.
For additional information on how to create new users, please see our article on how to create new users.