After you have created a PCS™ client profile, or added an email address to their profile, they will receive a notification email generated from PCS™ (note - When you add an additional email address to a profile and save, it will automatically send out to that email the next time it finds changes to the PCS™).
What happens if the client requests for their logon information to be resent? Below you will find the steps to resend the information to the client.
1. Click on your client tab in Xposure™
2. Place a check mark in the box to the left of the client's name. If you have a long list, utilize the search options at the top of the grid.
3. Click Actions in the top left corner, and then click "email logon information".
4. A pop up box will open for you to confirm you would like to email the client their logon information. Click the blue "Email" button in the pop up box to send the email.
5. A confirmation box will then show the logon information has been sent. Click the Okay button to close the screen.