Adding and managing end-users Follow

Comments

6 comments

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    Jørgen Sivesind

    Thanks for a good article.  Love the details for what you cover, but I would like more info on how to find users.

    Specifically:  How can I find end-users without an organization?

  • Avatar
    Graeme Carmichael

    Jorgen

    You can enter this in the search bar:

    • type:user organization:none

    This will list users with no organization. 

    More details are in the search reference here.

  • Avatar
    Jørgen Sivesind (Edited )

    Aha!  Great!  Exactely what I needed.  :)

    And thanks for the search reference.  That will be helpful.

  • Avatar
    Jessie Schutz

    Thanks Graeme. <3

  • Avatar
    Sandra Pitts

    When I add a new user from the back end and email, does the new user get a welcome email to set up password or do I need to initiate that contact?

  • Avatar
    Nicole Relyea (Edited )

    Hey Sandra - it depends on your settings. To clarify, do you have a Help Center set up? And do you or don't you want them to be receiving the welcome email? 

    If you do not have a Help Center that is published, no emails will go out.

    If you do have a Help Center published, you'll want to go into Settings > Customers, then scroll down to the section titled "Account emails." There, you'll see a check box where you can select "Also send a welcome email when a new user is created by an agent or administrator." Select this box if you DO want them to receive emails, or not if you don't. 

    Let us know if that helps or if you have further questions. 

     

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