Operations / Operations - New Employee Account Activation Email

1. Navigate to "Operations"

   Welcome emails can be automatically sent whenever a new employee is added to the Operations Portal. To use this option, start by navigating to "Operations" section.

   

2. Click "Employees"

   Click "Employees". In order to access and update "Employees", you will need to be set up as a "superuser" or have the roles of: "administratorEdit" and "administratorView".

   

3. Click "Add Employee"

   Initiate adding a new employee by clicking the "Add Employee" icon.

   

4. Enter the new employee's active email address

   "Add Employee" dialog box will appear. Enter the new employee's active email address in the "Username" field.

   

5. Type in to search for the appropriate roles

   If you would like to add "Roles" to this user, you may do so at this time but it is not required. Type to search for the appropriate roles. You can assign multiple roles if needed.

   

6. Search and select the template "employeeAccountActivation"

   Select the account activation template by clicking into the "Template" field. This is the welcome email that will be sent to the new employee. Search and select the template "employeeAccountActivation".

   

7. Click "Add"

   Once done filling out the fields, click the "Add" button to add the new employee.

   

8. Click the "Activate Account" button

   The welcome email will be sent, and the employee will be able to click on the "Activate Account" button.

   

9. Enter email in the "Username" field

   Once they click on the Activate Account button, they will be redirected to the Operations Portal and must enter their username in the "Username" field.

   

10. Click the "Activate" button

    After entering the username, click the "Activate" button to receive password setup instructions via email.

    

11. Success message will appear

    The success message will appear after clicking the activate button. The employee will be able to set their password by following the instructions in the email that was sent after clicking the "Activate" button.