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. Click on a row in the students or parents table to see the details page for that user.
  2. Scroll to the Activity card. If the user has never signed in, you will see the "Send Welcome Email" section.
  3. Press the "Send" button to send the Welcome Email to the email on file for your organization.
  4. Confirm that you want to send the email by pressing the "OK" button in the confirmation dialog.
  5. Tell the student or parent 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. Click on a row in the students or parents table to see the details page for that user.

Students table highlighting clicking on one row.

Click on a row in the students or parents table to see the Details view
  1. Scroll to the Activity card. If the user has never signed in, you will see the "Send Welcome Email" section.
The "Send Welcome Email" section will not show if the user has signed in. If the member is having trouble signing in, please ask them to use the "Forgot Password" link on the login page.

Member details page highlighting the Send Welcome Email section.

Find the Send Welcome Email section
  1. Press the "Send" button to send the Welcome Email to the email on file for your organization.

Send Welcome Email section highlighting the Send button.

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 to this member
  1. Tell the student or parent 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 5-10 minutes to complete. Provide a link to this support article to give some guidance through the process.
  • 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.

Find what you need

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