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Welcome Email

Channel📧 Email
Sent toNew users, and admins setting up a company/department

Greets people the moment their account, company, or department is created.

How to enable​

Sent automatically — no setup needed. Requires the recipient to have an email address on file.

Purpose​

Confirms account/company creation succeeded and gives new users and admins their first orientation to Toolbee.

Who receives it, and when​

  • New user welcome — sent to any new user as soon as their account is created, provided they have an email address.
  • New company welcome — sent to the admin who requested a new trial company, once it's created.
  • New department welcome — sent to the admin who requested a new department/branch within an existing company or corporation.

Notification content​

An introductory email with getting-started information appropriate to the recipient (new user vs. new company/department admin). New users are also added to the marketing newsletter list at this point — see Notification Preferences to opt out.