I am going to be adding 300+ new built-in members in bulk via .csv through the portal site, with generated username and password. What would be the most efficient workflow to inform the new user that an account has been created for them and provide them with their username and password? Ideally, I'd like to automate and achieve this task through email.
When creating new users, you can create them in bulk, or one at a time. Naturally, you'd want to create them in bulk if you have a lot of new users using a CSV. However, since you also want to notify users of their credentials, what you can do is with Python, write a script that loops through your CSV, calls into the createUser function of the Python API to create each user. Since you have their email information, you can craft a boilerplate message and also use Python to send an email to all new users after each are created, giving them the information they need.
Hey Jonathan. I know this post was from 4 years, but I haven't found anything more recent on this topic. Have there been any additions to Portal that would allow new members to be notified through email of their username and temporary password without using Python to do so? Thanks!
Edited to add: our workflow will consist of creating just a few new members very sporadically - nowhere near 300 as in the original post. We would just like an email with the username and temp password information for those new users to be generated automatically using the STMP email server address we have added in Portal.