Introduction
This document provides step-by-step instructions to send a Set PIN email invitation to a user from the Tenant Admin Portal.
Prerequisites
You must have admin access to the Tenant Admin Portal.
The user must be created in the Tenant Admin Portal. For more information, refer to Tenant Admin Portal - How to Create a User.
The user must have a valid email address added to their profile in the Tenant Admin Portal.
PIN must be enabled in the Oloid User Portal setting for the Send Set PIN Email button to be available. For more information, refer to Customize Settings Tab.
Steps to Send Set PIN Email to a User
Log in to the Tenant Admin Portal.
On the home page of the portal, click Directory on the left menu panel.
The Users page is displayed.
Click the required username.
The user details page is displayed.
Go to Credentials tab > PIN > Send Set PIN Email.
Note: If the user has not set a PIN yet, the button is displayed as Send Set PIN Email. If the user has already set a PIN, the button is displayed as Send Reset PIN Email.
The Email Invitation Preview pop-up box is displayed.
Do the following:
Enter the recipient's email ID(s) in the Send Email to field.
Edit Email Subject field. (Optional)
Edit Email Body field. (Optional)
Click Send.
The Set PIN email is sent to the user successfully.
Note: The Set PIN link expires after the period mentioned in the email. If the link expires, repeat these steps to send a new email.
The user can set their PIN using the link in the email. To know more, refer to Oloid User Portal - How to Create PIN using invite link.
Keywords
| PIN Email | Send PIN Setup Invitation | Set PIN via Email | PIN Credential Setup | Tenant Admin PIN Management | User PIN Enrollment | PIN Setup Invitation |