Generate User Login Letters

Our system can generate a personalized letter to invite users to login and update their contact information if that permission is granted.

Generate and Print Login Letters

  • From the Users menu in the top navigation bar click View Users.
  • Scroll to the bottom of the Users screen and click the Generate Login Letters button.
  • A file will download to your computer containing all the personalized Login Letters which you can open, print and distribute to users.

Generate and Email Login Letters

  • From the Users menu in the top navigation bar click View Users.
  • Scroll to the bottom of the Users screen and click the Generate Login Letters button.
  • A file will be downloaded to your computer containing all of the personalized Login Letters. Open the file and highlight one of the Login Letters. Use CTRL + C to Copy the highlighted text.
  • From the messages menu in the top navigation bar click Templates.
  • On the New Template page select Email from the Template Type dropdown menu.
  • Add a subject in the Subject field (e.g. 'Login Letter')
  • Add a Template ID to identify the template in the future if desired.
  • In the Message section click the Clipboard button with the blue "W".
  • In the window that opens paste the copied text in the space provided. This will effectively remove any hidden formatting which may affect the appearance of the pasted text.
  • Replace the name in the salutation of the Login Letter with $firstname$ $lastname$ so the system will automatically use each user's actual first and last names. You can also use $firstname$ to only use first names.
  • In the instructions to the user in the Login Letter locate the text that reads "Enter your User Name:" and replace the existing user name with $user_name$ so the system can embed the user's User Name.
  • Next locate the text that reads "Enter your Password:" and replace the existing password with $password$ so the system can embed the user's Password.
  • Click the Save button.
  • To email the Login Letters to the users, go to the messages menu in the top navigation bar and click Send Message.
  • From the Select Groups dropdown menu select All Users or the group you would like to send the Login Letters to.
  • From the User Types dropdown menu select All Users.
  • From the Message Type dropdown menu select Email.
  • From the first Select Alert Escalation Level dropdown menu select All Email Addresses or priority level of your choice. In the second Select Alert Escalation Level dropdown menu leave Non-Emergency selected.
  • Enter a Message Subject into the field provided.
  • In the Message Body section select the template you previously created from Email Templates pulldown menu within the category (or No Category) subheading the template resides. There is no need to make any changes to the body of the Login Letter that appears in the space.
  • Scroll down and click Send Message Now or Send Message Later.

Questions? Contact the High Ground Solutions Customer Success Team.

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