Welcome Email Overview

This article will provide you with steps on how to send the Welcome Email to your end user(s).  The Welcome Email is an email that is sent out to end users which allows them to easily verify/populate the phone number associated to their End User account inside the CyberQP dashboard.

Prerequisites

• This article assumes the End Users are already imported into Quickpass. If not follow one of these articles first.
  Manual Import
  Automatic Import of AD Accounts Linked to O365
  Automatic Import of AD Accounts not Linked to O365
  Automatic Import of O365/Azure Only Accounts
• Important: To ensure no emails from Quickpass get marked as spam add the domain getquickpass.com and quickpassnotifications.com to your customer spam filter white lists. Although Quickpass has setup necessary SPF and DKIM records for its automated emails there is still a chance some spam filters may identity our welcome emails as bulk or spam. Add our domain to customer spam filter white lists ensures none of our emails gets marked as spam. 

Sending the Welcome Email

1. From the Customers screen, click the Customer which contains the end users(s) you wish to send the Welcome Email. 

2. Click the End-User Accounts menu on the left hand side of the dashboard. 

3. Email Address: In order to send a welcome email, the end user's email address must be populated. Make sure there is an email address entered for the user. If the email address was imported from Active Directory or Office 365 it will appear as a green envelope icon . If it was missing from the directory source then you can enter an email manually by clicking the black (missing) or red (incorrectly formatted) envelope icon and typing the email address and clicking Save.

4. Send welcome email to the end user by clicking the three vertical dots on the right hand side then selecting Send Welcome Email.

Note: The welcome email is not a requirement to start using the self-serve apps. However, the purpose of the welcome email is to allow the end-user to verify their mobile phone number is correct or register it if it's missing by using the link provided. This will also provide the end-user the links to download the Quickpass mobile apps from the iOS and Google Play stores and provide the link to the Quickpass self-serve web app. 

Alternatively, you can select Send Welcome Email for multiple accounts from the checkboxes and selecting the Send Welcome Email along the top row. 

5. The users will now receive a welcome email from Quickpass with links to register their mobile number used to receive temporary passwords, the link to the Quickpass mobile app and the link to the self-serve web app URL.

Note: 

If the mobile phone number was already registered the last four digits of the phone number will show in the email. Otherwise, if the number was not registered on the dashboard the mobile phone number will not show. 

If the mobile phone number is not the correct number or is missing the end-user needs to click the link in the email to Register Mobile Phone Number to register the end user mobile number used to send temporary passphrase codes.

Note: Once the end user completes the Welcome Email, the Quickpass Administrator will now notice that the end users mobile phone number will show a green mobile icon on the Quickpass web admin console. 

Next Steps

• How to On-board Mobile App Users in Quickpass
• How to On-board Web App Users in Quickpass