Who is this for? #

A Presto Director who already imported student and parent data and wants to allow those members to sign in.

Why is this needed? #

If you have manually added or imported student and parent data into Presto Assistant, you'll need to invite the members to finish setting up their member profile. Until they receive the Welcome Email, parents and students will not be able to fully sign in to your organization.

Detailed steps #

  1. From the Dashboard, click on the Settings menu in the upper right corner and choose "See all settings".

Settings menu hightlighting the See all settings button.

Click "See all Settings" in the Settings menu
  1. On the Organization card, find the Organization Actions section. Press the "More Info" button. The Welcome Email will go out to any member who meets all of the following criteria:
    • Has never logged in.
    • Hasn't received the Welcome Email in the last 24 hours.

More info button highlighted.

Press the More Info button

Tip

When you add new members to your organization later, come back here to send the Welcome Email to all new members at once.

  1. Confirm that you want to send the email by pressing the purple submit button in the confirmation dialog.

Confirmation dialog submit button highlighted.

Press the submit button to send the Welcome Email to any member who hasn't received it in the last 24 hours and who has never logged in
  1. Tell students and parents to click on the "Get Started" link in the Welcome Email and use their Member Claim Code to finish setting up their member profile.
    • They can refer to this support article (link) for help.

Tips and Tricks #

  • The "Get Started" link in the Welcome Email is good for 48 hours and a one-time use.
  • If a member sees the "Sad Cat" page, they can click the "Resend Email" button to receive a new verfication email at the same email address.
  • Any student or parent receiving the Welcome Email will never need to JOIN your organization. They are already a member!
  • Students and parents should click on the link in the Welcome Email. They will continue to set up their member profile which should take them 5-10 minutes to complete. Provide a link to this support article to give some guidance through the process.
  • Any organization members — students, parents, or directors — who forget their password can click on the "Forgot Password" link on the login form to reset their password.

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