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Sending welcome emails to users
Sending welcome emails to users

Send welcome emails to your agency's users in bulk.

Gia Philips avatar
Written by Gia Philips
Updated over a week ago

Traverse allows you to send a batch of users welcome emails. These welcome emails allow users to set their passwords and enter Traverse at the same time.

To get started, click the gear icon in the top right corner of Traverse and select User management.

The user management overview page displays a searchable list of your agency's users, with each user's information displayed in their row.

  1. Under Users, click the checkboxes of the users you want to email. The users you select will not be cleared when you navigate the paginated list.
    The users you select appear on the right-hand side of the page. You can deselect users with the minus icons under Selected users or with the checkboxes under Users. You can also check the Select all visible users box under Users to select all items on your current page's list.

  2. On the right-hand side of the page, click Send welcome email to send the welcome email to all selected users. This email includes a link for users to set their passwords. Welcome emails will not be sent to deactivated users.

    ​Note: Welcome emails expire after 5 days.

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