If you are part of an organization that uses Greetly, lucky you! They have just given you the keys to reception nirvana.
But like most of us, you probably want to customize things. Maybe you want to change your notifications to turn off voice notifications. Maybe you just legally changed your name and need to update it. Or maybe you need to change your phone number to send SMS notifications to your new burner phone. We aren't here to judge. We are just here to help.
If you are already in the Greetly directory for you organization, you just need to establish a password with your e-mail address. Note: Please do not sign up for a new account.
To establish a new password, go to https://app.greetly.com/password/new and enter in your e-mail address. From there, go to your e-mail and follow the Reset Password Instructions. The e-mail will come from firstname.lastname@example.org. Remember, the best practice is to always establish a strong password.
From there, log in to your account at https://app.greetly.com.
Here are some settings that you can manage:
- First name
- Last name
- This is a catch-all field that can use Department or Title
- Primary phone
- Secondary phone
- Slack handle*
- Voice Call
*Slack notifications only applies at an organization level. Individuals will not get Slack notifications if it is not enabled at the admin level.
There are some limitations to you updates. In some cases, your organization my be automating updates in the Greetly directory, and can overwrite any or all of the data as it pertains to you. In that case, go to the source, and contact your IT department and let them know what you need changed.