Overview
When a new user is added to the platform, it is best practice to send them a welcome invitation email so they can activate their account and card.
Users must log into the platform at least once to complete their account activation. This can be done through:
- The mobile application
- The web platform at my.custodia.ai
The welcome email provides users with:
- Their invitation link
- Access to download the mobile app
- Initial account activation steps
How to Send the Welcome Email
Step 1 — Navigate to the User Profile
Go to:
My Organization → Org Structure → Employees
Locate and open the user profile you would like to activate.
Step 2 — Verify the User Information
Before sending the invitation:
- Confirm the user’s email address is correct
- Ensure the user has been assigned to the appropriate team(s)
- Confirm any required roles or permissions are assigned
Step 3 — Send the Invitation Email
Within the user profile:
- Select Invite
The platform will immediately send the welcome email to the user.
What the User Will Receive
The invitation email includes:
- A secure activation link
- Instructions to create a password
- Mobile app download information
- Access instructions for the Custodia platform
Once the user completes the setup process and logs in successfully, their account becomes active.