Create a template to customize a welcome email specific to new Trimble ID managed users.

1. In the Vista Web portal, go to Admin > Portal Settings > Security / Login > Single Sign On.
2. For the portal setting Managed User Welcome Email Template Verbiage, select Edit Text.
3. In the popup window, review the sample welcome email text provided. You can use this text or draft your own message.

   If you don't want to write your own, the email will use the default text:

   Your username is [ManagedUserName] and your temporary password is [TemporaryPassword]. You will be required to change the password when you first log in.

4. Use bracketed text tags to insert user-specific information in your email template.
   Required tags:

   • [ManagedUserName]
   • [TemporaryPassword]

   Optional tags:

   • [CompanyName]: The user's PR Company
   • [Link]: The link to your portal
5. In the portal setting Managed User Designation Group, enter an employee group for the users who will receive the Managed User Welcome Email.
   Tip: If you are experienced with SQL, you can use the following SQL query to create the employee group. On the Employee Groups page in the SQL Choices Override section, follow the steps outlined in Create Employee Groups and enter the following:

   SELECT [UserGroupID], PRCo, Employee, FirstName + ' ' + LastName
   from kPREH
   where [udFieldName] = [search value]

   • UserGroupID: the employee group ID (found at the end of the URL on this Employee Groups page)
   • udFieldName: a specific Vista UD field created to identify managed users
   • search value: the value of the UD field that identifies managed users