Setting Up Your User Profile

Setting Up Your User Profile

To navigate to your User Profile, click on your name in the top right corner of the screen. Then click “Profile”.

About Me

Phone Numbers

These are the phone numbers that will be available when you are making calls through the system. Click “Add another phone number” to add any phone numbers that you would like to make calls from. Make sure to label the number appropriately for easy identification. You have to enter in at least one direct number here in order to place calls through WelcomeHome.

*Remember- the phone number selected when making a call will be the phone that rings and connects you to the individual.

Signature

You’ll have two options when adding a signature: Simple or Advanced.

The "Simple" option allows you to type in your signature in plain text. Simply type in the signature you’d like to use. 

The "Advanced" option is where your corporate email signature template will live. To add your corporate signature:

1. Click the advanced option
2. Select your corporate template from the dropdown
3. Fill in the blanks with your information (name, position, etc.)
4. Double-check your signature at the bottom
5. Click Update

Email / Password

This is where you will manage/update your login credentials and the email address tied to your communication through WelcomeHome. 

To change either your email address or password, simply click into the box and enter in the new information. If you don’t wish to change your password, leave the password & password confirmation boxes blank. Click "Update" if you’ve made any changes.

Notifications

In the notifications tab within your user profile, you can decide which general notifications you'd like to receive from WelcomeHome. Click the check box to receive that particular notification and uncheck the box to stop receiving those notifications.

At the bottom, there is the option of choosing which communities you would like to receive notification from. Click on the checkbox for the communities you're interested in and then click update. 

 Below that you'll be given more in-depth notification options for prospects, attachments, event invites, etc. From here you can select which specific channels (Email or Push Notification) you'd like to receive notifications and the frequency of the notification (None or All).

Security

In the security tab, you can enable two-factor authentication for further account protection by following the prompts below on your screen and then clicking the green "Enable" button. For further assistance or troubleshooting, follow the instructions and helpful tips in this article: https://welcomehomesoftware.zendesk.com/hc/en-us/articles/360056468551-How-Do-I-Set-Up-Two-Factor-Authentication-For-My-Profile-

Integrated Email / Calendar

WelcomeHome has the ability to integrate with your Outlook or Google email and calendar.

The calendar integration is a two-way integration, meaning events on your Outlook/Google calendar will pull through to your Day Planner in WelcomeHome, and events added to your Day Planner in WelcomeHome will pull through to your Outlook/Google calendar.

Setting up the integration:

1. Confirm the integrated email address is correct
2. Click “Connect”
3. You will be redirected to Outlook (Office 365 or Exchange) or Google and will be asked to log in using your email credentials
4. If you are using Outlook, you will need to select between Office 365 and Exchange
5. Password is your email password- not your WelcomeHome password
6. For Google: you will need to allow nylas.com permission to access your account. Click “Allow”
7. For Outlook: you will need to allow WelcomeHome permission to access your account. Click “Accept”.
8. You will be redirected back to WelcomeHome and a green banner will appear at the top of your screen letting you know the email integration was successful.

Note*  If you see the image below after clicking "Connect Now," press the "Back" button and reselect your email provider.

 

Zoom Integration

The final step in setting up your user profile is to connect your Zoom account. You will need an existing Zoom account to utilize this feature. Click the green "Connect Zoom" button to get started.

You will be redirected to the Zoom website, where you will select the email account you are using to connect Zoom with WelcomeHome. Finally checkmark the box at the bottom of your screen to agree to the shared access permissions and click the blue "Allow" button.