Under Org Settings are general settings, which allow administrators on the account to control settings for the entire organization. For example, the admin can override notification settings, specifying specific phone numbers or email addresses to receive notifications. Other basic settings can also be determined for the organization here.
Administrators can set up profiles for the account. This is where permissions and access to features for each profile are determined. After setting up a profile, they can be assigned to users on the account.
Profiles are a set of users who share similar “Functions”. Profiles control which Features and Permissions those users have access to in GReminders. Think of them as “Permission Profiles” or “Security Profiles”. Profiles allow you to easily apply permissions and functionality to a number of users with just a few clicks. You can think of […]
Each user on the account is assigned a profile. Administrator and standard users are the default profiles. To invite a new user, enter from one to eight email addresses or contact support at Greminders.com for adding users at the Enterprise level. Indicate the profile you would like the user to inherit during sign-up. Administrators will […]
You can have multiple users on your GReminders account. One thing to understand is the organizational structure of GReminders. When you start a new account with GReminders, you will be automatically creating an Organization with a Single User. You can add more users to your Organization by simply inviting these users to your Organization. Go […]
Improve how you manage your Users. If you are an Administrator of your GReminders account AND you have multiple users on GReminders, here is how you can see what they see when they login. Simply go to Org Settings > Users and you can “Login As” your users. This will allow you to see their […]
GReminders relies on either your Google or Microsoft login or can support basic Username/Password for authentication. Since your calendar is generally tied to your email account login (which is generally hosted on Google or Microsoft) it’s natural for you to use these credentials for login. It also makes it more secure since GReminders never stores […]
Users on our Pro or Business plans can select a dedicated number from which all text or voice call reminders will originate. We’re often asked if we can use an existing number, and unfortunately, this is considered spoofing and is prohibited by our carriers.
You can set up custom questions to use during scheduling. Let’s take a look at one that’s already set up: In your event type templates, under Form Questions, select Add a Question. Under Pre-existing Questions, select a custom question that you would like to use for this event type. It will be added to the […]
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
