Q-Tip, a term I have my co-worker Vicky Herrala to thank for, stands for Qualtrax Tip. This tip was recently featured on a newsletter sent to our customers but I figured I would repost it here for anyone that missed it.


When my users click on a link in an email, Qualtrax prompts them to login even if they are already logged in. How do I get QualTrax to recognize that the user is already logged in?

When users click on a link from within an email, the link needs to tell Qualtrax who to expect to be logged in. If the link does not do this, Qualtrax will simply prompt the user to login to continue. The solution for this problem lies in your email actions (Administration->Email->Actions.) Any link within an email action that links to something in Quatrax that requires the user to be logged in should have a section that looks like "&PersonnelID=##RECIPIENT_ID##" If the link in your email action does not contain this part, you can simply add it to the end! For example the following link for document approval will prompt for the user to login, whether he or she is logged in or not.

To make the above link recognize that the intended recipient is logged in already, you would change it to:

Make sure you do not add "PersonnelID=##RECIPIENT_ID##" to a link that already has this.NOTE: If you copy and paste the code from the examples above, please be sure to remove any spaces.