To ensure that the email with portal credentials is delivered to your employees, you must enable an email delivery setting in the CRM.
Follow these steps to ensure email delivery:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Select Email Settings under Configuration.
- Click the Edit icon.
- Scroll down to the Required Opt-in for Email Delivery section.
- Enable the checkbox for Allow sending workflow emails to contacts that have opted-out.
- Click Save.
To learn more about the employee portal, click
here.