Who is this article for?

Administrators who want guidance on sending a welcome email to users in Assurance.

Administration access is required.

1. What are welcome emails?

Once your users are set up in Assurance, a welcome email can be sent to them containing an introduction to Assurance and login instructions. If they happen to forget their password, the welcome email can be resent to the user at any time. If the link in the welcome email has expired, users can also request a new one-time link through the Assurance URL provided in the email.

Oganisations with Single Sign-On (SSO) enabled
Organisations with SSO enabled should contact their IT team for assistance with setting and resetting their password. The instructions in this guide only apply to users wanting to set or reset their Assurance password, not their SSO password.

2. How to send a welcome email to a single user?

1. From the Administration section, select Users under the General section.
   
   
2. Select the relevant User.
   
   
3. Select on Tools and select Send Welcome Email.
   
4. Select Confirm.
   A message will then be displayed on the top of the screen notifying you that the Welcome Email has been successfully sent.

3. How to bulk sending welcome emails to multiple users?

1. From the Administration section, Select Users under the General section.
   
   
2. Select the boxes next to each user that is to receive the Welcome Email or select all by ticking on the top checkbox.
   
3. Select on the Tools Wrench icon and select Send Welcome Email.
   A pop-up box will ask you to confirm that you want to send the Welcome Email to the number of users selected.
   
   
4. Select Confirm
   A message will then be displayed on the top of the screen notifying you that the Welcome Email has been successfully sent.

4. What does a welcome email look like?

An example welcome email can be found below. The welcome email will automatically be tailored with your organisation's Assurance details.