Welcome email
Written by Rafi Mubarak
Updated at August 9th, 2025
Table of Contents
When you create a new user you can now choose to have a Welcome Email sent to them. The email (see below) will confirm to the user all the information they will need to first login, as well as links to the Help site.
The email also includes your nominated point of contact for your users. This is stored in the category set up profile as the 1st contact. (see below). This gives companies the option to have a different point of contact for each category if required.
Adding a new user
Option 1 - When you create a new user and add in their login. There is no need to add the password. Tick the option 'Send Welcome Email'. A welcome email will be sent to the user automatically.
Option 2 - Send the welcome email later. You can bulk send the Welcome Email too. This is available from the user list.
The default password that you add when you create a new user will be REPLACED with a 'system generated password' when we send the Welcome Email. Your users are prompted to change this temporary password the first time the login.
Assigning the contact person in the Welcome Email
In the category set up the first contact will be used as the point of contact in the Welcome Email
If you don't have any 1st contact's in your database, add them before sending a Welcome Email. If there is no 1st contact saved the email will default with "Please contact Finance Team"