{"id":37883,"date":"2025-09-07T08:59:20","date_gmt":"2025-09-07T08:59:20","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a8%d9%8a%d8%a7%d9%86%d8%a7%d8%aa-%d8%a7%d9%84%d8%af%d8%ae%d9%88%d9%84-%d9%84%d8%ac%d9%85%d9%8a%d8%b9-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2025-12-07T06:07:11","modified_gmt":"2025-12-07T06:07:11","slug":"sending-login-details-to-all-clients","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/sending-login-details-to-all-clients\/","title":{"rendered":"Sending Login Details to All Clients"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

The system enables you to send login details to multiple clients simultaneously, in a single step. This saves you time and effort while ensuring that the information is delivered accurately and quickly to all your clients.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

First, go to \u201cTemplates<\/strong>\u201d, then from the dropdown menu, click \u201cEmail Templates<\/strong>.\u201d<\/p>\n

Click on \u201cClients<\/strong>\u201d, then click the \u201cEdit<\/strong>\u201d button next to \u201cClient Login Details.<\/strong>\u201d<\/p>\n

\"\"<\/a><\/p>\n

Click the \u201cSource Code<\/strong>\u201d button,<\/p>\n

\"\"<\/a><\/p>\n

Then copy the code that appears in front of you.<\/p>\n

\"\"<\/a><\/p>\n

Now, go back to \u201cEmail Templates<\/strong>\u201d again and click on \u201cNew Template<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

Inside the new template, change the type to \u201cEmail to Client<\/strong>” and the name to \u201cSend Login Details<\/strong>.\u201d Then, click on the \u201cSource Code<\/strong>\u201d button,<\/p>\n

\"\"<\/a><\/p>\n

Paste the code you previously copied from \u201cClient Login Details<\/strong>,\u201d then press \u201cOk<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

The login details will now appear in the template. Finally, click the \u201cSave<\/strong>\u201d button.<\/p>\n

\"\"<\/a><\/p>\n

Next, go to \u201cManage Clients<\/strong>\u201d from the dropdown menu under \u201cClients<\/strong>.\u201d<\/p>\n

On the clients page, select the clients you wish to send the login details to (using the checkboxes next to their names).<\/p>\n

At the top of the table, click on the \u201cActions<\/strong>\u201d menu. A dropdown will appear, then choose \u201cSend Email<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

Select the \u201cSend Login Details<\/strong>\u201d template from the \u201cEmail Templates<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

Then, at the bottom of the page, click the \u201cSend<\/strong>\u201d button.<\/p>\n

\"\"<\/a><\/p>\n

And with that, you will have successfully sent the login details to all your selected clients at once, in just a few simple steps.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[],"tags":[],"class_list":["post-37883","user_manual","type-user_manual","status-publish","hentry"],"yoast_head":"\nSending Login Details to All Clients - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-login-details-to-all-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending Login Details to All Clients - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system enables you to send login details to multiple clients simultaneously, in a single step. 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