Configuring a Custom Welcome Email
Emburse Professional 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 Emburse Professional based on your company's requirements.
This article shows you, a Emburse Professional administrator, how to configure a custom welcome email.
- On your Emburse Professional homepage, click the gear icon.
- Click Configure Single Sign On.
- 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 Emburse Professional’s standard welcome email. Please keep in mind, once the email is customized, Emburse Professional 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 Emburse Professional’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. Emburse Professional makes the following dynamic fields available:
| Dynamic Field | Description |
|---|---|
{Usr_FirstName} |
The first name of the user receiving the welcome email |
{Usr_LastName} |
The last name of the user receiving the email |
{Usr_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.