Note: Your master notifications need to be switched on for the welcome emails to send.

A welcome email is a great way to introduce your learners to CompliLearn, so they know what to expect with the learning they will be assigned.

The welcome email text can be tailored to your circumstances by selecting the 'Edit' button in the Actions column in the row 'Learner is added to the portal'. Find this section under Settings and Notifications. Ideagen Policy Logic's template welcome email text has detail about the sign in method - whether that be Single Sign-On or local authentication. 

Welcome emails are automatically sent when a learner is added to the portal if notifications are switched on (blue toggle switch and 'enabled' tick in the 'learner is added to the portal' row). They will send if not turned off at the individual level if you are creating users one by one. Bulk creating users will send the email if the aforementioned conditions are active.

You can also send a welcome email to your learners at any time. To send this email:

1) Ensure your Notifications are switched on at the master level

2) Go to Administer > Users 

3) Select the check-box next to the user/s. You can also select the very top check-box to select all users.

4) Go up to the three dots next to 'Add to group' and select it. From the list of options select 'Send welcome email'