For IT: Deliver new account credentials at signup

IT admins see new accounts lack credentials, leaving customers unable to start. Send login credentials and onboarding info at account creation so customers gain immediate access and support avoids manual follow-up.

Overview

New customers get stuck when login details don't arrive, which increases support load and delays activation. This workflow ensures credentials and onboarding steps are delivered at account creation, eliminating manual outreach and giving customers immediate access. IT gets clear delivery logs and fewer follow-up tickets.

Notable Features

Send credentials at account creation
Personalize onboarding messages by role
Log deliveries to support ticketing