After you did a user import or a synchronisation with your workforce files, all users are uploaded in Plek. But, they don't have any login details yet. Therefore we made it possible to send users an automated email in which they can activate their account and create a password. The content of this email can be changed.
Sending a welcome email to all users
To send a welcome email to all of your users, take the following steps:
- First, go to the Admin section in your Plek: hover over your own name at the menu and click on Admin.
Now you arrive at the Admin panel. In the left sidebar, there are different components, including users. In the standard settings of the Admin panel, the first component is Users. Here you will find an overview of all users. In the sidebar under Users, there are two submenus: Overview and Welcome Email.
- Click on Welcome Email.
- If the content of the email is correct (check this with your account manager) you can send it. Press at Send Welcome Email.
The welcome email will be sent to all your users. After receiving the email, users are able to create a password and can log into Plek. In the Admin panel, it's possible to check if your emails are sent correctly and if the emails are opened by clicking on Status Email (in the left sidebar).
Sending a welcome email to one user
To invite a single user, take the following steps:
- First, go to the Admin section in your Plek: hover over your own name at the menu and click on Admin.
In the standard settings of the Admin panel, the first component is the users’ overview.
- Press the edit icon on the right side of the person you want to invite.
The basic information, such as e-mail address, name, and rights, of the person in question is now shown.
- Click on Sending Welcome Email (at the bottom).
Only the selected users receive an email with an activation link.
Below you can find a short video where we go through the steps.
TIP!
Before inviting users, we advice you to already upload some content in your Plek environment: make sure you have a number of groups and messages ready. This will help you to engage new users and to inspire them to already start writing messages or create groups.