Customize the generic welcome email for employees who have never
logged into the portal.
Before you can send the welcome email, you must Configure Email Notification Settings. Users cannot
receive the welcome email unless they have been granted User Access and have never logged in. - Select .
- In the portal setting Welcome Email: template
verbiage, select Edit Text.
- In the pop-up window, review the sample welcome email text
provided. You can use this text or draft your own message.
- Use bracketed text tags to represent standard
information in your email template. For example, if you enter the following
bracketed test tags, they populate in the welcome email as follows:
- [EmployeeName]: Populates with the employee's name
as shown in PR Employees in Vista.
- [CompanyName]: Populates with the company that the
employee is associated with in PR Employees in Vista.
- [Link] populates with your portal's link as shown in the setting
Portal URL (include
trailing '/'). Locate this setting under . If you have company-specific login pages set up, the
link goes to the company that the employee is associated with in PR
Employees in Vista.
- [EmployeeNumber] populates with the employee's
number in PR Employees in Vista.
- If you set up a logo to include in emails, it
displays at the bottom of the welcome email to the user. Review or set up a logo
for emails in the portal setting Company Number for logo to use in email footer located under
.
- Emails sent from your portal automatically include
this message at the bottom:
- This is an automated message sent from the [Portal Heading]. If you have
any questions, please contact your administrator.
- To change the portal heading, use the portal setting Portal Heading in top navigation
bar located under .
