How do I notify my customers about their logins?

Onsight allows your customers to log into the app to place orders and generate quotes themselves. You can create the logins yourself and then manually send the login details to your customers one-by-one. Or you can configure Onsight to automatically send out login notification emails as you create each new customer. You should contact your customers before-hand to let them know so that they can expect the emails. Please also note that if you enable automatic notifications and you bulk-import many customers, email notifications will be sent to all of them automatically.

Configure customer invite emails

To configure whether login details are automatically emailed to your customers, follow these steps:

Log in to the Onsight web console at https://sales.onsightapp.com/.
Click on ‘Settings’ from the left-hand side menu.
Click on the ‘Configuration’ menu item.
Click on the ‘Customer Emails’ tab.
See your present settings for customer invites.
Click the ‘Edit’ button.
Find the ‘Send customer invite emails?’ setting.
Enable this if you want notification emails to automatically go out to your customers.
Disable this if you want to email your customers yourself to let them know about their logins.
Use the ‘Sender email address’ field to specify the ‘From:’ address for the emails that your customers will receive.
Use the ‘Reply-To email address’ field to specify the ‘Reply-To:’ address for the emails that your customers will receive.
Use the ‘Email message’ field to customise the message that they will receive.
Click the ‘Save’ button

If the login notifications are enabled, each time you create a customer login, that customer will receive an email with your message and a link that they can use to create a password for themselves.

Resend the customer invite in case the customer has not received it

If, for whatever reason, the customer did not receive the invitation email or deleted it by accident, you can easily resend the invitation email.

Log in to the Onsight web console at https://sales.onsightapp.com.
Click ‘Settings’ from the left-hand side menu.
Click on the ‘Users’ menu item.
Find the customer login user and click on their name.
Click on the ‘Resend email’ link. Your customer will receive another invitation email.
If you do not see a ‘Resend Email’ link, click on the Edit button.
Scroll down to the ‘Status’ field and change the status from ‘Active’ to ‘Requested’.
Click the ‘Save’ button.
On the Manage Users screen, click on the customer login user again and now you will now see the ‘Resend Email’ link.
Click on the ‘Resend Email’ link. Your customer will receive another invitation email.