Sending Welcome Emails

Follow

To log on to Certify for the first time, a user must be sent a Certify Welcome Email. The Welcome Email contains a password that the user will use to log on and get started creating an expense report. This article shows you how to send Welcome Emails to new users.

On your account homepage, open the Edit User page, select Configuration, and then select View and Edit Users.

view_and_edit.png

Step 1: In the Welcome Email drop-down, select Welcome Email Not Sent, and enter other parameters as needed, such as Account Status. Click Submit.

Step 2: Click Send Welcome E-mail Now.

Step 3: The users listed will receive a Certify Welcome Email with their initial login credentials.

Please Note: Temporary passwords given in Welcome Emails will expire after 24 hours. If the password expires before the user can log in to their account, you will have to resend the email.

 

Was this article helpful?
14 out of 15 found this helpful
Have more questions? Submit a request