How to personalize the welcome message sent to each new Focus user
Summary
Solatech Focus allows a Site Administrator (SA) personalize the email message which is sent to each new Solatech Focus user. This article will describe the process of modifying the default template
Instructions
- Click on the Admin button from the upper navigational bar
- Click on Accounts from the sub-menu
- Expand the section Welcome Message
- You can modify the default template as desired for your site
- Information on additional fields that can be used can be accessed by clicking on the link Click here for information
- When editing is completed, you can send a test message to your email address, to insure that the email has the expected appearance.
Note: The fields in the section System access details are below should not be changed in the template. These fields include important login information for new users.
Applies To:
- Solatech Focus
Related Articles
How to Setup and use a Leica Disto X3 laser with your Solatech Focus system
Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device. It also describes how to transmit those measurements into your Solatech Focus system. Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...Available Fields for Welcome Messages
The following fields are available when creating a welcome message that can be sent to new users. To include a field in the email content, body only, enclose them with double brackets [[ and ]]. For example: Hello [[xxx]]. Welcome to our web site. ...Setting up email for your Solatech Focus User Account
Summary Solatech Focus allows users to setup the email address which will be used to send quote to customers. By default, emails sent will come from noreply@Solatech.com. Your Account Administrator will decide to either have all emails sent from one ...Connecting your Solatech Focus account to Google Account
Summary Individual users of Solatech Focus can connect their Focus account to a Google account (including Google Workspace accounts) for integration with Google Email and Calendar. This enables said user to schedule appointments that will be shown on ...Site Administrator User Security in Solatech Focus
Summary Each Solatech Focus user has one of four types of user security: Site Administrator, Account Administrator, Sales Rep or Installer. This article will describe each user type in detail. Site Administrator One Site Administrator is created as ...