Block Welcome Email

Account > Settings > Account Details

When a new user is created and Voice Portal Access is enabled, a Welcome email is sent to their email address with their username, a link to create their password, and their Voice Portal URL. However, depending on how you're setting up the account, you may not want users to get the email immediately. For example, if the account isn’t live yet, you may want to postpone sending the Welcome email to each user until their phone numbers have ported or their billing date begins.

These new settings allow you to send the email when you’re ready. See New User Welcome Email for examples of what the email looks. 

Block or Send the Welcome Email by Default

Choose whether to block or send the Welcome email to all new users on the account by default. Whatever you choose here can be overridden at the user level (see below).

1. Go to Account > Settings > Account Details.
2. Under Account Info, scroll down to the Welcome email default field and select a default option:
   • Send email: The Welcome email will be sent to new users by default.
     
   • Block email: The Welcome email will not be sent to new users by default.
3. Click [Save].

Block or Send Welcome Email for New User

When creating a new user for BCC orCloud PBX, if the Voice Portal Access toggle is on, you can choose whether or not to send the Welcome email when the user is saved, overriding the account default setting for this particular user.

1. Under Voice Portal, check or uncheck the Block Welcome Email box.
   • Checked: The Welcome email will not be sent when the user's account is saved.
   • Unchecked: The Welcome email will be sent when the user's account is saved.
2. Fill in the other required fields, then click [Save].

Send Unsent Welcome Emails to All Users

Once you've created a batch of accounts, you can send the Welcome email to all users who have not yet received it. It will not be resent to users who have previously received it.

1. Go to Account > Users.
2. In the top right of the screen, click the three-dot menu.
3. Click Send Unsent Welcome Emails.
4. Read the confirmation message. If you still want to send the emails, click [Send].

Send or Resend the Welcome Email to One User

Once a user has been created, you can see if and when the Welcome email was sent to the user in their Settings tab.

1. Go to Account > Users > Settings tab.
2. Scroll to Voice Portal (Cloud PBX) or Feature Plan & User Type (BCC).
3. Click the Send or Resend Welcome Email button to send the email to the user.