Configure your account settings and notifications

When you log into a new Green Security facility user or system user account, you may need to configure account settings in the General, Departments, or Zones tabs on your profile, depending on how you will be using your account. For specific guidance on which account settings you need to configure, contact your facility.

In this article

• • General tab: Configure basic account settings and preferences
  • Departments tab: Configure department membership and notification settings
  • Zones tab: Configure email and text notifications for zones
  • (For system users only) Facilities tab: View your access to facilities

Tip When you log into a new account, a banner notifies you to configure recommended account settings. Under each section in the banner, select Review and configure account settings in that section. The banner disappears after you have reviewed each category.

Configure basic account settings and preferences in the General tab

In the General tab, you can enter basic account information like name, email, phone number, location and time zone. You can also provide consent to receive SMS notifications, change your password, and create a new appointment.

To configure basic account settings and preferences

1. On the Green Security facility dashboard, select your email address or account name to go to your profile.
2. The General tab is open. Enter personal and contact information:
   • • Profile pic
     • Position (or role at your facility)
     • First name
     • Last name
     • Email
     • Phone
     • Mobile Phone

       Note If you enable text notifications, texts are sent to the mobile phone number entered here.

3. If you want to be able to receive text notifications to your mobile phone number, select Provide SMS Consent > I Accept.
4. Enter location and time zone information:
   • Fax number
   • Address
   • City
   • State
   • Zip code
   • Time zone
5. To hide your account from appearing in the directory when other users are setting up an appointment, clear the Show in directory option.

   Note By default, this option is enabled and your account name appears in the directory.

6. To change your password, select Change Password. Enter your old password, new password, and confirm your new password, and then select Update Password.
7. You can set up a new appointment by selecting Send Appointment. You can also set up, view, and respond to appointments in the Calendar dashboard.

Configure department membership and notification settings in the Departments tab

In the Departments tab, you can select which department you are a member of, which allows your account to appear in the search directory when vendors are setting up appointments with that department.

You can also set up text or email notifications for Appointment Requests and Vendor Scans in each department.

Note To appear in the search directory, you must also have Show in directory enabled in the General account tab.

Warning In order to create appointments, receive appointments, and approve appointments, it is very important that you enable text or email notifications for the departments you're associated with.

To configure department membership and text/email notification settings for appointment requests and vendor scans

1. On the Green Security facility dashboard, select your email address or account name to go to your profile.
2. Select the Departments tab.
3. If you're a system user, in the dropdown list select the facility where you want to view departments and notification settings.
4. Select Member next to all departments, clinics, institutes, etc. that you're associated with. This allows you to appear in the department's directory when a vendor requests an appointment with that department.
5. Under Appointment Requests, select Text or Email next to a department if you'd like to receive text or email notifications when a vendor requests an appointment with that department.
6. Under Vendor Scans, select Text or Email next to a department if you'd like receive text or email notifications when a vendor successfully scans into that department.

 

Configure email and text notifications for zones in the Zones tab

In you Zones tab, you can manage your email and text notifications based on specific zones and events in those zones that you want to be notified about.

To manage your email and text notifications based on specific zones and events

1. On the Green Security facility dashboard, select your email address or account name to go to your profile.
2. Select the Zones tab.
3. If you're a system user, in the dropdown list select the facility for which you want to view departments and notification settings.
4. Select the Vendor Scans, Visitor Checkins, and Visit Requests tabs to set up notifications for each broad category of events.
5. In a tab, locate the event types and zones you want to be notified about, and then select text or email or both options. In the above screenshot, the user will receive a text and email notification every time there is a successful vendor scan in the zone 2nd Floor Nursing.

Note To receive text notifications, you must provide consent by going to the General account tab and selecting Provide SMS Consent.

 

View your access to facilities in the Facilities tab (for System users only)

If you're a system user, in the Facilities tab you can view your access to facilities. To change your access, you must contact an administrator or contact manager.

To view the facilities you have access to

1. On the Green Security facility dashboard, select your email address or account name to go to your profile.
2. Select the Facilities tab. Your facilities and your membership status to each facility are displayed.

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