Automatically e-mailing users new account information

When you create a new user account, you can set up the system to automatically send an e-mail message to the new user with their username and initial password. The process includes enabling the feature and, optionally, modifying the default e-mail message.

When creating the new user account, you must enter the new user’s valid e-mail address on the Create User page.

Enabling the automatic e-mail feature

To enable the automatic e-mail feature that sends a message to a new user, follow these steps. The message identifies the user login name and the initial password.

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.
      A message window opens that states, "Are you sure you wish to change the Role? Any unsaved changes will be lost." Click OK to continue.

      Note: If the setting has already been changed for at least one role, its text label is bold and italic.

  3. Click these tabs: General > Core > Misc Info.

  4. In the Misc Info 3 section, select the Email User Upon Account Creation checkbox.

  5. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully. If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

Modifying the e-mail message for new user accounts

You can modify the default e-mail message that is sent to a new user when you create an account for them.

  1. Go to Menu > Security > Work With Users > Manage Password Email.
    The Manage Password Email page opens.

  2. From the Events field, select User Created.
    The default message is shown.

  3. Enter or revise the subject of the e-mail message.

    image1

    1. In the Subject text box, change the default title of the e-mail message.

    2. Use the inline editing tools to format the subject line.

  4. Enter or revise the body text of the e-mail message.

    image2

    1. In the Body text box, enter or revise the default text.

    2. Insert variables as appropriate.

      Type the entire code, including the brackets and dollar signs. Be sure to add any necessary spaces before or after the bracketed code.

      [$uid$]

      Inserts the user’s Trimble Web Productsuser name as you entered it on the Create User page

      [$password$]

      Inserts the user’s password as you entered it on the Create User page

    3. Use the inline editing tools to format what you typed into the text box.

  5. Click Save.