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Posted August 19, 2021
Communicating User Login - No Password
After you finish the process of Configuring Users, email users their usernames and the link to establish their passwords.  Note: This method only applies to non-Admin portals such as Parent Portal, Staff Portal, Apply Online, etc. Note: if you use Google SSO, then you only need to email users their usernames.

    1.  Navigate to Security > Users.  You need the Security Full role.

    2.  Create a DAT Filter to locate the desired users.  Note: The Createdate field is available in the users table and is useful for locating users created by an import.

    3.  Select the users and use Email multi-action.

    4.  Create the email.  Include the “UserName” and a link to a CMS login page with Forgot Password widget. In your email, instruct recipients to use Forgot Password widget.  Note:  This email may be the parent or student’s first introduction to the parent / student portal. Include links to the appropriate portal.  Note:  The email may be saved as a template for reuse. Note: if you use Google SSO, skip instructions about forgot passwords and only share the username and the link to the portal.
 
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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