Communicating User Login - No Password

After you finish the process of Configuring Users, email users their usernames and the link to establish their passwords.  Note: This method only applies to non-Admin portals such as Parent Portal, Staff Portal, Apply Online, etc. Note: if you use Google SSO, then you only need to email users their usernames.

    1.  Navigate to Security > Users.  You need the Security Full role.

    2.  Create a DAT Filter to locate the desired users.  Note: The Createdate field is available in the users table and is useful for locating users created by an import.

    3.  Select the users and use Email multi-action.

    4.  Create the email.  Include the “UserName” and a link to a CMS login page with Forgot Password widget. In your email, instruct recipients to use Forgot Password widget.  Note:  This email may be the parent or student's first introduction to the parent / student portal. Include links to the appropriate portal.  Note:  The email may be saved as a template for reuse. Note: if you use Google SSO, skip instructions about forgot passwords and only share the username and the link to the portal.

See also
Configuring User    DAT Filter    Action    Staff    User    DAT   
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.

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