As an Office Manager, you can choose to send a new welcome email to an individual user or bulk send welcome emails to multiple users.
Send a new welcome email to an individual
You must be an Office Manager to send welcome emails.
- Navigate to the Manage Organization view of the Sonar portal.
- Click the Users tab.
- Search the user by name or extension number.
- Navigate to the Advanced settings subtab for the user by either:
- clicking the pencil icon next to the user's name, and then selecting Advanced from the drop-down menu, or,
- clicking on the user's name, and then selecting the Advanced subtab.
- clicking the pencil icon next to the user's name, and then selecting Advanced from the drop-down menu, or,
- Under the "User Setup" section, click Send Welcome Email.
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Receipts will have 24 hours to complete the setup before the link expires.
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Bulk Send Welcome Emails to Multiple Users
You must be an Office Manager to send welcome emails.
- Follow steps 1 and 2 above to navigate to the Users tab.
- Within the user list, click the checkmark box next to the names of the new welcome email users.
Note: you can select all users by clicking the checkmark next to "Name" at the top of the list. - When you're finished selecting users, click the Bulk Action in the top right corner.
- Click the radio button next to Send Welcome Email.
- Click Complete Action. to finalize the process.
Receipts will have 24 hours to complete the setup before the link expires.