When a team member has a new account created, their username/password will be generated automatically.
This means that in order to log into their account for the first time, they’ll need to be provided with either a Welcome Sheet or a Welcome Email from their managers.
Both paths take the new user to the setup page where they enter their own details.
NOTE: Without a welcome sheet or email, team members will have NO way of setting up their account.
How to send Welcome Emails and print Welcome Sheets
- Go to App Menu > Staff > Staff List
- Check the box next to the employees needing to be sent an email/sheet.
- Welcome Staff drop-down > Send Welcome Email
Alternately, click Print Welcome Sheet. In the box that appears, select either English or Spanish, and click Print
- The Employee will receive an email that will direct them to set up their profile.
- They will then be able to create their own username and password.
- If you selected Print Welcome Sheet, a separate window will pop up with the person's temporary login to get started.
Helpful Links & Resources:
Manager Guide - Welcome Email and Welcome Sheet
Manager Guide - The Staff List
Troubleshooting - How Managers can resolve employee login issues
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