Create a User
IMPORTANT: When adding a new user in FileRun, please use an email address for both the username and email. Additionally, please always check the box for "Notifications." This will ensure they can do a password reset without having to contact you.
Additionally, the system is not designed to email the new user their credentials. It's best that the email comes directly from you. Please DO NOT check the box for "Send a notification now." See screenshot: https://monosnap.com/file/GHoS...
Email template for new users
This is the email template I'd like to standardize when informing a Partner Portal user of their new account. I've been sending these email via Outlook as the system does not have a robust messaging system for new users. Note: Please replace anything with the brackets with their user details created within FileRun.
EMAIL SUBJECT LINE
Hamilton Partner Portal Account
Please use the following details to log in to the Hamilton Partner Portal:
Email Address/Username: [the user's email]
Temporary Password: [the user's temporary password] (you will be asked to change this upon login)
Important: Please make note of your new password once you have changed it. To reset your password in the future, please visit: https://web.hamiltonsupport.com/portals/partner-portal
Coupled with creating a new user is setting their permissions.
Disable or delete a user
Disabling is encourage over deleting a user. Learn more.
Re-activating a User
If a user gets locked out of the system (occurs after 5 failed login attempts) please follow these instructions to re-activate their account.