Invitation Emails from Accounts created Before Email Configuration

Louis Huerta
Louis Huerta Member, Data Exchange Posts: 6
edited March 13 in Peer-to-Peer Support Forum
Hello,
    Setting up Jama onsite for the first time and I created a bunch of accounts week or so before setting up email. The accounts no longer have an "invite" action option in the user list.

    I was wondering what I can do to send new invite emails.

Thanks in advance for the help.

edit: I figured out the checkbox on creating new users. Just need to bring back that invite action in the user list.
Regards,
Louis Huerta


Texas

Comments

  • [Deleted User]
    [Deleted User] Posts: 152
    edited January 2022

    Hi Louis, 

    Thanks for the update! A couple of questions here --

    1. Are the users being invited internal users, or are they external users? 
    2. Have any of the accounts being invited logged into Jama post-account setup?

    ------------------------------
    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 01-05-2022 14:17
    From: Louis Huerta
    Subject: Invitation Emails from Accounts created Before Email Configuration

    Hello,
        Setting up Jama onsite for the first time and I created a bunch of accounts week or so before setting up email. The accounts no longer have an "invite" action option in the user list.

        I was wondering what I can do to send new invite emails.

    Thanks in advance for the help.

    edit: I figured out the checkbox on creating new users. Just need to bring back that invite action in the user list.
  • Louis Huerta
    Louis Huerta Member, Data Exchange Posts: 6
    edited January 2022
    I originally created the users and did not check the box to send welcome emails. I did not have email set up so I didn't think it mattered. None of the users have logged in for the first time.

    It looks like if you do not select send welcome email to a user you never have the option after user creation.

    New users I have created where I check the box do not have the issue. I have the invite action available in the user list for those users.

    It would be great if you always had the invite action whether or not you originally click the checkbox for send welcome email.

    Thank you for you time.


    I told my users to use the forgot my password link as a work around.
    Regards,
    Louis Huerta


    Texas
  • [Deleted User]
    [Deleted User] Posts: 152
    edited January 2022
    Hi Louis,

    Thank you for the update and additional information -- so you can only invite users who were opted into being sent a welcome email when they were initially added, just to confirm?
  • Louis Huerta
    Louis Huerta Member, Data Exchange Posts: 6
    edited January 2022
    That is correct. It seems any users that I did not check the box to send a welcome email do not have the invite action available in the admin > Users list afterwards.
    Regards,
    Louis Huerta


    Texas
  • [Deleted User]
    [Deleted User] Posts: 152
    edited January 2022
    Interesting! I haven't been able to replicate the behaviour you've described and would love to dig in deeper to determine the root cause -- when you have a chance, can you open a support ticket by visiting https://support.jamasoftware.com/hc/en-us/requests/new then choosing the Technical Support Request option, please? We can continue working together there.
  • Simon Anders
    Simon Anders Member, Data Exchange Posts: 3
    edited October 2022
    I am having the same problem. Is there a solution?

    ------------------------------
    Simon Anders
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 01-19-2022 10:38
    From: Carly Rossi
    Subject: Invitation Emails from Accounts created Before Email Configuration

    Interesting! I haven't been able to replicate the behaviour you've described and would love to dig in deeper to determine the root cause -- when you have a chance, can you open a support ticket by visiting https://support.jamasoftware.com/hc/en-us/requests/new then choosing the Technical Support Request option, please? We can continue working together there.

    ------------------------------
    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR
    ------------------------------

    Original Message:
    Sent: 01-13-2022 07:17
    From: Louis Huerta
    Subject: Invitation Emails from Accounts created Before Email Configuration

    That is correct. It seems any users that I did not check the box to send a welcome email do not have the invite action available in the admin > Users list afterwards.

    ------------------------------
    Louis Huerta
    TX

    Original Message:
    Sent: 01-12-2022 11:27
    From: Carly Rossi
    Subject: Invitation Emails from Accounts created Before Email Configuration

    Hi Louis,

    Thank you for the update and additional information -- so you can only invite users who were opted into being sent a welcome email when they were initially added, just to confirm?

    ------------------------------
    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR

    Original Message:
    Sent: 01-08-2022 13:41
    From: Louis Huerta
    Subject: Invitation Emails from Accounts created Before Email Configuration

    I originally created the users and did not check the box to send welcome emails. I did not have email set up so I didn't think it mattered. None of the users have logged in for the first time.

    It looks like if you do not select send welcome email to a user you never have the option after user creation.

    New users I have created where I check the box do not have the issue. I have the invite action available in the user list for those users.

    It would be great if you always had the invite action whether or not you originally click the checkbox for send welcome email.

    Thank you for you time.


    I told my users to use the forgot my password link as a work around.

    ------------------------------
    Louis Huerta
    TX

    Original Message:
    Sent: 01-06-2022 15:54
    From: Carly Rossi
    Subject: Invitation Emails from Accounts created Before Email Configuration

    Hi Louis,

    Thanks for the update! A couple of questions here --

    1. Are the users being invited internal users, or are they external users?
    2. Have any of the accounts being invited logged into Jama post-account setup?

    ------------------------------
    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR

    Original Message:
    Sent: 01-05-2022 14:17
    From: Louis Huerta
    Subject: Invitation Emails from Accounts created Before Email Configuration

    Hello,
        Setting up Jama onsite for the first time and I created a bunch of accounts week or so before setting up email. The accounts no longer have an "invite" action option in the user list.

        I was wondering what I can do to send new invite emails.

    Thanks in advance for the help.

    edit: I figured out the checkbox on creating new users. Just need to bring back that invite action in the user list.

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