Customer account activation
For your customers to have full access to CloudT Pro, they are required to activate the account themselves.
After completing the customer add form, the customer will receive an email from your electronic accounting department, which will refer to the code assignment and the activation of the account.
To activate your account, your customer must follow the following steps:
- Checks your inbox or junk folder for the welcome email from your Online Accountant
- In the email, select "Set Password"
- Sets the CloudT Pro password and repeats it for confirmation
- Finally, select "Create Password"
In the customer list there is an indication of whether the customer has received and read his/her welcome email.
The indicator is green 🟢 when the customer has opened the email received and red 🔴 when the customer has not opened it yet.
Customer welcome email
The welcome email is automatically sent by your Online Accounting to the email you have registered during the customer add process.
In case a customer did not receive the email you can easily resend it in order to complete the registration.
To forward the email:
- Select the client you wish to have.
- Click on "Select action"
- Select "Send welcome email"
- Select Perform action.
If you find that the customer's email has been entered incorrectly, you can correct it from the "Edit" icon and resend.
