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.

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