Resend Welcome and Reset Password Emails

Resend Welcome Email and Reset User Passwords

Objective

This SOP explains how to resend a welcome email to one or more users and how to initiate a password reset from the admin area. It also notes the self-service password reset option available to users from the login page.

Key Steps

1. Navigate to the Users area 0:14

• Go to Companies.

• Select Users.

• From here, you can manage individual users or select multiple users for bulk actions.

2. Select the user or users 0:21

• Click on a single user to work with one account.

• If needed, select multiple users to perform the same action in bulk.

• Confirm the correct user(s) are selected before continuing.

3. Open the Actions menu and resend the welcome email 0:28

• Locate the Action drop-down menu.

• Choose the option to send/resend the welcome email.

• Review the available email templates before sending.

• If custom welcome email templates have been created, they will appear in this list as well.

4. Reset a user's password from the same area 0:36

• Use the same Action drop-down menu.

• Select the option to reset the user's password.

• This action immediately sends the password reset email to the selected user(s).

5. Use the self-service forgot password option 0:50

• If a user cannot log in because their password is incorrect, direct them to the login page.

• Have them click the Forgot Password link.

• They can complete the password reset themselves without admin intervention.

Cautionary Notes

• Verify the selected user(s) before sending a welcome email or password reset to avoid notifying the wrong account.

• Bulk actions affect all selected users, so double-check selections when working with multiple accounts.

• A password reset email is sent immediately after the admin action is chosen.

• If custom templates exist, make sure the correct welcome email template is selected before sending.

Tips for Efficiency

• Use bulk selection when multiple users need the same welcome email or password reset.

• Keep approved custom welcome email templates ready so you can send the correct version quickly.

• For users who can access the login page, the Forgot Password link is often the fastest self-service option.

• Standardize when admins should resend welcome emails versus when users should use self-service password reset.

Link to Loom

https://loom.com/share/130a1d4e974f4535b86e944bd41e6f13