Who is this for? #

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

Why is this needed? #

  • If you have manually imported student and parent data into Presto Assistant, you need to invite the members to finish setting up their user profile. Until they receive the Welcome Email, parents and students will not be able to fully sign in to your organization.
  • If you asked students and parents to join using an Organization Code, then they might see a message indicating they cannot sign in until you send a Welcome Email.

Error message at the top of the screen tells the user that a director needs to send them a Welcome Email.

A student or parent cannot sign in until they are sent a Welcome Email

Quick steps #

  1. From the Dashboard, click on the Settings menu in the upper right corner and choose "See all settings".
  2. On the Organization card, find the Organization Actions section.
  3. Press the "Send" button to send the Welcome Email to all organization members who have never logged in and who haven't received the Welcome Email in the last 24 hours.
  4. Confirm that you want to send the email by pressing the "OK" button in the confirmation dialog.
  5. 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 user profile.

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.

Organization Actions section highlighted.

Find the Organization Actions section
  1. Press the SEND button. The Welcome Email will go out to any member who:
    • Has never logged in
    • Hasn't received the Welcome Email in the last 24 hours.
When you add new members to your organization later, come back here to send the Welcome Email to all new members at once.

Send button highlighted.

Press the Send button
  1. Confirm that you want to send the email by pressing the "OK" button in the confirmation dialog.

Confirmation dialog OK button highlighted.

Press the OK button to send the Welcome Email
  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 user profile.

Tips and Tricks #

  • 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 user profile which should take them about 5 minutes.
  • The Welcome Email link is good for 48 hours and a one-time use. If a user sees the "Sad Cat" page, they can click the "Resend Email" button to receive a new email at the same email address.
  • 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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