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 Setup > Users and you can “Login As” your users. This will allow you to see their calendars, […]
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 […]
Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used. This eliminates repetitive manual edits when your organization […]
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.
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 […]
GReminders offers a variety of Sign On options. Note, that if your Google or Microsoft Account are using Okta or another IdP you can simple use the Microsoft or Google Login which will already proxy to Okta or similar. If you want to setup SAML directly, this article is for you. Getting it Setup In […]
GReminders isn’t your typical scheduling/reminder application. We understand how specific data related to events scheduled on your team’s calendars can tell you a lot about the health of your company. Are there too many internal meetings being scheduled and too few client demos? Who in your organization is scheduling the most meetings? When you use […]
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 […]
You can choose to send an email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have […]
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 […]
