Improvements
1. Admin Control for Client Welcome Email
What's New
Added a "Do not send welcome email" checkbox to the new client creation form in the admin panel, giving CRA admins control over whether a welcome email is sent when setting up a new client account.
Key Updates
A "Do not send welcome email" checkbox now appears on the account setup form when creating a new client through the admin interface.
When the checkbox is checked, neither the client welcome email nor the associated CRA notification email will be sent upon account creation.
A system-level default setting can be configured to have this checkbox pre-checked for all admin-created accounts, so no manual action is required for each new client. Please submit a Support ticket to request this default setting be enabled.
The default can be overridden on a case-by-case basis by unchecking the box before completing account setup.
The public self-signup flow is not affected — clients who sign up independently through the website will continue to receive a welcome email as before.
Impact
Enterprise and mid-market clients are typically onboarded manually through the admin panel. Previously, a welcome email was always sent during this process, which could be premature or out of place for clients going through a guided onboarding. This update gives you full control over welcome email delivery at the time of account creation, reducing friction and ensuring clients receive communications at the right time.