Overview
In many cases, users are added to Firstbase with a personal email. This way, they can order their equipment before their start date.
After their start date, many customers want their users to log in to Firstbase via SSO and use their work email.
Similarly, once a user leaves a company, they will stop having access to their work email and will need to log into Firstbase with their personal email.
To solve these use cases and ensure users can transition between emails smoothly, we've built two email swapping options that will automatically flip primary and secondary emails based on a user's start date and last date.
How it works
Email Swapping works via a new "Automations" setting in the Firstbase app that allows an admin to toggle on-off email swapping for onboarding and offboarding.
Once on, we will automatically flip a user's primary and secondary email.
- For onboarding, we do so on their start date.
- For offboarding, we do so the date after their last date.
Each automation triggers at midnight UTC time.
Example: The user's start date is set as March 19th.
- If a user is in UTC time, their email will swap at midnight, March 19th.
- If a user is in US EST time, their email will swap at 6 PM EST on March 18th.
Once triggered, the emails in the user's profile will flip, and the primary email will become the secondary email and vice versa.
Do we notify the user?
Yes. We send an email to each user at the time the email is swapped to let them know. This email is sent to the primary and secondary emails to ensure we don't miss them.
Here are samples of the emails:
- Onboarding Email Swap:
- Offboarding Email Swap: