When an admin creates a personal Amilia account for a client (so they can access your SmartRec store), the client must validate the account and then choose a password to log in and start registering online. This means your clients must respond to the activation request you send to their email address.
If you imported clients into SmartRec during your onboarding, you must still send your client activation requests. They are not sent unless prompted by you or your Amilia Customer Success Manager.
Note:
Activation emails are sent even if your store isn’t live yet. If you don’t want clients to receive requests before launch, you can create their accounts without an email address and add it later. Some organizations also take advantage of this option to test activation as admins, or to let clients activate their accounts ahead of time.
When a client goes to Amilia's login page (https://app.amilia.com/en/login) to sign up by themselves, the process is different. To learn how your clients create their own account, click here.
Automatic activation request
If you include an email when you create a client account, the client is automatically sent an account activation request at that email address.
If the client doesn't use the activation request e-mail to create the account (but rather signs up for an account by themselves) no worries! They'll see the message below appear after they've created their account. This will remain active for 2 years following activation:
Manual activation request
If you need to resend an activation email to your client, go to the client's account, under Account Members. Click on Send activation request > Send activation request.
Mass activation request
It is possible to send out several activation requests at once to your clients.
Go to Clients > Accounts.
Using the Operations drop-down menu, choose Send activation requests.
Fill in the date for which you'd like to send the request. This will send the request to any account created after the set date.
Click Submit to send activate requests out.
📩Here’s what happens when you send a mass activation request:
If a client hasn’t signed up to Amilia or created an account with your organization, they will receive an invitation email.
If a client already has a confirmed username in your client list, no email will be sent.
If a client already has an Amilia account (e.g., created with another organization using SmartRec) but hasn’t yet shared it with your organization, they will receive a request to share their account information.
🔁When resending activation requests:
If you’ve already sent a mass activation request, you can send another one—SmartRec will automatically exclude clients whose accounts have already been activated.
The same logic applies.
Clients who received an invitation in the last 10 days will not receive another one (to prevent accidental spamming).
If needed, you can resend an invitation manually from a specific client account.
Add or edit a client's email
To activate the account, the client's valid email address will need to be included as you create the account, or it can be added later.
If you created an account without adding an email, or if you need to modify the email you have input, follow these instructions:
Go to Clients tab.
Click on the client's name and go to the Account Members subtab.
Select the Default Adult Form (or any form that asks for the client's email) from the Forms drop-down menu.
Under the Personal Info section, you can add or edit the client's email.
Don't forget to Save your changes.
* Last updated in August 2024