Currently, bulk landlord statement emails will use the email signature of the user who completed the payment run.
To have these bulk statement emails pull through a set email signature that does not change per user, a new user account should be created on SME Professional, which would be used to complete the payment run only.
1. Creating a new user account
Note that new user accounts can only be created by superusers (access level 0).
Go to Admin > View all employees.
Click on Admin page.
Open the Register user tab.
Enter a name for the new user.
A randomly generated password will appear. If necessary, click on the blue arrow icon to generate a new one.
Please take note of both the username and password.
Click Submit user.
2. Updating employee details
After creating the user account, sign in to SME Professional using the new account credentials and navigate to Admin > My details.
The Email signature field, located at the bottom of the employee record, should then be completed. The content entered in this field will be added to all bulk landlord statement emails sent when payment runs are processed using this account.
For guidance on creating an email signature, see: Adding an email signature.
2.1 Recommended employee details for franchise offices
For our clients who are part of a franchise, we recommend populating the following fields in the new employee record. This will ensure that all the required information pulls through to the statement emails as part of your centralised email signature:
First name
Surname
Work telephone
Work email
Website