{"id":8975,"date":"2025-03-21T23:35:42","date_gmt":"2025-03-21T23:35:42","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8975"},"modified":"2025-03-22T00:34:13","modified_gmt":"2025-03-22T00:34:13","slug":"smartoffice-setup-connection-instructions","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/","title":{"rendered":"SmartOffice Setup Connection Instructions"},"content":{"rendered":"\n<p>Follow the instructions in this article to quickly integrate GReminders with SmartOffice.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Setting up User Rights in SmartOffice for GReminders<\/h4>\n\n\n\n<p>In SmartOffice, go to Setup > User Accounts > User Rights<\/p>\n\n\n\n<p>Under the Licenses Section, scroll down to Integrations and select GReminders.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"676\" height=\"506\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/Permissions.jpg\" alt=\"User Rights in SmartOffice\" class=\"wp-image-8976\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/Permissions.jpg 676w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/Permissions-300x225.jpg 300w\" sizes=\"(max-width: 676px) 100vw, 676px\" \/><\/figure>\n\n\n\n<p>Next, you&#8217;ll need to gather additional information that you&#8217;ll use in GReminders to connect to SmartOffice. Look up each value up by following the instructions below and make a note of them so they&#8217;ll be available to use in GReminders.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Site Name (also called Corporate Key) &amp; User Name<\/h4>\n\n\n\n<p>In SmartOffice, go to Setup > User Preferences<\/p>\n\n\n\n<p>Look under General Information for Corporate Key &amp; User Name as shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"486\" height=\"458\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/UserName_SiteName.jpg\" alt=\"Corporate Key and user name\" class=\"wp-image-8977\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/UserName_SiteName.jpg 486w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/UserName_SiteName-300x283.jpg 300w\" sizes=\"(max-width: 486px) 100vw, 486px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Office Name<\/h4>\n\n\n\n<p>Finally, you&#8217;ll need to look up your Office Name.<\/p>\n\n\n\n<p>In SmartOffice, go to Setup > Office Settings<\/p>\n\n\n\n<p>Your Office Name should be at the top of the page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"268\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/OfficeName.jpg\" alt=\"Office Name in SmartOffice\" class=\"wp-image-8978\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/OfficeName.jpg 644w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/OfficeName-300x125.jpg 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<p>Now you&#8217;re ready to open GReminders and finish the integration.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Connecting GReminders to SmartOffice<\/h4>\n\n\n\n<p>Now open GReminders and on the menu on the left, select Integrations under Org Settings.<\/p>\n\n\n\n<p>Scroll down until you see SmartOffice. Click Setup > Setup Now.<\/p>\n\n\n\n<p>Now input the values you saved from SmartOffice and save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"373\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/GR_setup-1024x373.jpg\" alt=\"GReminders SmartOffice Setup\" class=\"wp-image-8979\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/GR_setup-1024x373.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/GR_setup-300x109.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/GR_setup-768x279.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/GR_setup.jpg 1138w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you&#8217;re connected, you&#8217;ll have a few setup options to choose from:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"727\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/setup_options-1024x727.jpg\" alt=\"smartoffice setup options\" class=\"wp-image-8980\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/setup_options-1024x727.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/setup_options-300x213.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/setup_options-768x545.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/setup_options.jpg 1138w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Read the description by each option and make any necessary changes based on how you&#8217;ve setup your SmartOffice CRM.<\/p>\n\n\n\n<p>For more information on what you can do when you integrate GReminders to SmartOffice, <a href=\"https:\/\/www.greminders.com\/articles\/smartoffice-integration\/\">Click Here<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/contact\">Contact Us<\/a> if you have any questions.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup > User Accounts > User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you&#8217;ll need to gather additional information that you&#8217;ll use in GReminders to [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":8982,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8975","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/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:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup &gt; User Accounts &gt; User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you&#8217;ll need to gather additional information that you&#8217;ll use in GReminders to [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-21T23:35:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-22T00:34:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"450\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mark Hill\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mark Hill\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\",\"name\":\"SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"isPartOf\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg\",\"datePublished\":\"2025-03-21T23:35:42+00:00\",\"dateModified\":\"2025-03-22T00:34:13+00:00\",\"author\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/8b5d5ee59c3ffca96f154c5e4df41fde\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage\",\"url\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg\",\"contentUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg\",\"width\":900,\"height\":450,\"caption\":\"Connect GReminders to SmartOffice\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greminders.com\/articles\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"SmartOffice Setup Connection Instructions\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\",\"url\":\"https:\/\/www.greminders.com\/articles\/\",\"name\":\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"description\":\"GReminders\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greminders.com\/articles\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/8b5d5ee59c3ffca96f154c5e4df41fde\",\"name\":\"Mark Hill\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9976d8a54000e3f1ca2701f2cd31d574?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9976d8a54000e3f1ca2701f2cd31d574?s=96&d=mm&r=g\",\"caption\":\"Mark Hill\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/","og_locale":"en_US","og_type":"article","og_title":"SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","og_description":"Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup > User Accounts > User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you&#8217;ll need to gather additional information that you&#8217;ll use in GReminders to [&hellip;]","og_url":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/","og_site_name":"End to End Meeting Management Platform - SMS Reminders - AI Notetaker","article_publisher":"https:\/\/www.facebook.com\/greminders\/","article_published_time":"2025-03-21T23:35:42+00:00","article_modified_time":"2025-03-22T00:34:13+00:00","og_image":[{"width":900,"height":450,"url":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg","type":"image\/jpeg"}],"author":"Mark Hill","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Mark Hill","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/","url":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/","name":"SmartOffice Setup Connection Instructions - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","isPartOf":{"@id":"https:\/\/www.greminders.com\/articles\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage"},"image":{"@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg","datePublished":"2025-03-21T23:35:42+00:00","dateModified":"2025-03-22T00:34:13+00:00","author":{"@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/8b5d5ee59c3ffca96f154c5e4df41fde"},"breadcrumb":{"@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#primaryimage","url":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg","contentUrl":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/03\/ArticleHeader.jpg","width":900,"height":450,"caption":"Connect GReminders to SmartOffice"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greminders.com\/articles\/smartoffice-setup-connection-instructions\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greminders.com\/articles\/"},{"@type":"ListItem","position":2,"name":"SmartOffice Setup Connection Instructions"}]},{"@type":"WebSite","@id":"https:\/\/www.greminders.com\/articles\/#website","url":"https:\/\/www.greminders.com\/articles\/","name":"End to End Meeting Management Platform - SMS Reminders - AI Notetaker","description":"GReminders","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greminders.com\/articles\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/8b5d5ee59c3ffca96f154c5e4df41fde","name":"Mark Hill","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/9976d8a54000e3f1ca2701f2cd31d574?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9976d8a54000e3f1ca2701f2cd31d574?s=96&d=mm&r=g","caption":"Mark Hill"}}]}},"_links":{"self":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/8975"}],"collection":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8975"}],"version-history":[{"count":1,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/8975\/revisions"}],"predecessor-version":[{"id":8981,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/8975\/revisions\/8981"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/media\/8982"}],"wp:attachment":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8975"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8975"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}