You probably can't wait to get started automating the reception tasks for your office. After you get your tablet prepared for the Greetly visitor registration app, you'll need to get people - your coworkers - into the system to be notified of visitors, food delivery, packages and much more. What good would Greetly do if there were no one on the other end to answer those e-mail/voice/text/Slack messages?
First, sign in to the Greetly admin portal.
Second, go to Digital Receptionist > Manage Users. Here is where your directory lives. Although we call them users, they could be employees, tenants, members, residents, hosts, etc. It is all dependent on your space.
You have three different options to upload your directory:
- Manually: Click on Add User to upload a single user into the directory. This approach is best for adding a single host, or if you have only a couple of changes to be made. (Or if you just love typing!)
- Bulk Import Users: this is the most popular way to upload your directory into Greetly. You will need a CSV or XLSX file with header with columns in this order: email, first_name, last_name, company, primary_phone, phone_1_extension, secondary_phone, phone_2_extension. Click here to download the template. Note: email is required, all other fields are optional. This is perfect if you are leveraging one master database to track changes to the users. This is even better if this were an auto-generated report.
- API integrations:
- If you leverage a directory service for your organization like Active Directory, Azure AD. More directory services integrations are coming soon!
- If you manage a coworking space, use our Zapier integration to connect Greetly to coworking software apps including essensys Operate, Cobot, OfficeRnD and more.
Whichever path you take, uploading your directory is essential to your reception bliss!