Auto creating new users details

[adg273]

Hi,

I'm just curious about user details when auto creating a new user, unless i'm missing something. I'll try and explain:

Say I create a new quote for a potential new client.  I enter their details into the new user section and fire off the email with PDF.  Then client accepts and I then hit the 'convert to invoice' button.  This auto creates a new user based on the details I entered, which is fine.

However the client doesn't get sent any login credentials.

So unless i'm missing something, I need to manually send them an email to tell them that their provided email address is their login username and send a password reset email on top of that. This seems..... messy to me. Surely there must be a better way around this?

Thanks for any help or advice anyone can give.

 

[brian!]

29 minutes ago, adg273 said:

However the client doesn't get sent any login credentials.

I think that would be expected behaviour.

29 minutes ago, adg273 said:

So unless i'm missing something, I need to manually send them an email to tell them that their provided email address is their login username and send a password reset email on top of that. This seems..... messy to me. Surely there must be a better way around this?

could you modify the Quote Accepted email template to include the client email in the content.. you couldn't send them a password, so you may have to include a link to the password reset page.

[adg273]

Hi,

Thanks brian!,

I didn't think about that as a solution actually.

I've just added a bit as part of the sign up email that instructs them to reset their password first if the account was created on their behalf/auto created.

Thank you