Compliance & Data Retention Options

Organizations should establish data retention and security protocols that align with their specific regulatory requirements and risk tolerance. By customizing these settings, firms ensure that their data lifecycle management supports their unique compliance posture while maintaining essential operational safeguards. Calendar / Event Data Retention When you create events on your Google, Outlook, or Redtail calendars, […]

Usage Reports

Usage reports can be accessed by Global Administrators of your GReminders account. To access these go to Setup > Usage Reports. Usage Reports allow you to track your usage of the program and see detailed information that helps you understand more about your business. Reports can be broken down by users. Here, you can also […]

Users Overview

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 […]