https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1004/sending-welcome-emails-in-sugaridentityen-USTelligent Community 12https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1004/sending-welcome-emails-in-sugaridentityFri, 09 May 2025 14:16:53 GMT5c521d64-519d-47a6-9065-134618b211bf:5f4022a1-ea96-4654-8337-53083c9c4ba2Haley Wonhttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/1004/sending-welcome-emails-in-sugaridentity#commentsCurrent Revision posted to Quick Tips by Haley Won on 5/9/2025 2:16:53 PM<br /> <p>When <a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/user_management/#Basic_User_Creation" rel="noopener noreferrer" target="_blank">creating</a> new users in SugarIdentity,&nbsp;the &quot;Send email to user&quot; option is available to send a welcome email at the time of creation. However, if you wish to configure the u<span>ser&#39;s account and assign them to&nbsp;</span><a title="Team Management" href="https://support.sugarcrm.com/smartlinks/administration_guide/team_management/" rel="noopener noreferrer" target="_blank">teams</a><span>&nbsp;and&nbsp;</span><a title="Role Management" href="https://support.sugarcrm.com/smartlinks/administration_guide/role_management/" rel="noopener noreferrer" target="_blank">roles</a>&nbsp;first, then do not enable this option and use the&nbsp;<span><a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/user_management/#Resending_Welcome_Email" rel="noopener noreferrer" target="_blank">Send Welcome Email</a> option instead.</span></p> <p><span>So, once the user&#39;s account has been configured properly and is r</span><span>eady to access, simply click the&nbsp;actions menu to the far right of the desired user&#39;s row, then select &quot;Send Welcome Email&quot;!</span></p> <p><span><img style="max-height:159px;max-width:513px;" alt=" " height="159" src="/resized-image/__size/1026x318/__key/communityserver-wikis-components-files/00-00-00-00-35/SugarIdentity_5F00_Users_5F00_SendWelcomeEmail.png" width="513" /></span></p> <p>For more best practices when creating users in SugarIdentity, check out the&nbsp;<a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/user_management/#Best_Practices_When_Creating_Users" rel="noopener noreferrer" target="_blank">SugarIdentity User Management</a> guide.</p><div style="clear:both;"></div>