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  Public Ticket #3807675
Sending Password Setup Email When Manually Adding Customers
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  • Remi444 started the conversation

    When I manually add a customer to Amelia, there’s no option to set a password for the user during the process. This raises a few questions:

    1. Is there a way to automatically send an email to the customer with a link to set or change their password after they are manually added?
    2. If not, how and when will the customer be able to set or access their password to log in to their account later on?

    Any recommendations on the best way to handle this workflow would be appreciated. Thank you!