If you have added a new Manager user and they did not receive the welcome email, review the following items in order. The first item resolves the majority of cases.
- Confirm the Send Invite checkbox was ticked on the user record. In the left side menu, click Users, locate the user in the list, and click Edit on that user. Locate the Send Invite checkbox in the User Status and Invitation area and confirm it was selected when the user was saved. The welcome email is only sent when this checkbox is ticked. To resend the invite to an existing user, tick Send Invite again and click Save.
- Verify the manager's email address is correct. Open the user record and confirm the email field is populated and correctly formatted.
- Check spam and junk folders. Ask the manager to review their Junk or Spam folder and add your sending domain to their safe senders list.
For full details, see Managing Users and Permissions.
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