1. Help Centre
  2. Account Management
  3. Account/Enterprise Management

Managing settings for your account

Configure features and settings at the highest level for your account

Managing your account

1. Login to your Account/Enterprise web portal

2. Head to "Configure" in the left hand menu and "Select Account"

Account menu

You can edit a range of settings for your account. Note: Certain options may be unavailable based on your account settings.

  • General Settings
    • Enable features such as alert priorities, follow up processes, shared mobile devices, and mass messaging.
    • Enable privacy settings
    • Enable mandatory mobile field during user registration

Note: For account name changes, enabling call centre and GPS devices for your account contact support@gethomesafe.com. Some feature enablement will be unavailable to edit, if you need to upgrade your plan this can be done via the billing menu.

  • Security
    • Manage Authentication settings, allowed login methods and activity tracker pages for your account

  • Administrators

You can invite other account administrators to your account through the user menu and selecting "Invite administrators"

Assign admin permissions

In GetHomeSafe there are three levels of account permissions:

1. Standard

Admins can view & manage organisations, organisation users and account settings

2. Billing admin

Admins can view & manage organisations, organisation users and account settings.

Admins can view & manage billing for the account including billing admins

3. Account Owner

Full access to everything in the account including billing and managing account owners/billing admin

Manage exisiting administrators

Select the three dots to the side to perform the following actions:

Reset administrators two-factor

Deleting the administrator

 

  • Organisation Groups

Organisation groups is a reporting function. Organisation groups provide the ability to filter with predefined groups of organisations in the charts. In this section you can create and delete organisation groups.

  • Call Centre Settings & Call Centre Users (visible if Call Centre is enabled for your account)
    • General Settings (such as Name, contact information for alerts)
    • Hours of Operations
    • Alert Settings
    • Optional Email Notifications
    • Reporting Settings
    • Follow-up Reminders
    • Plan Text Alerts
    • Call Centre Users

Note: If the Call Centre that monitors your organisation is independent (external) to your organisation settings will be view only. If your Call Centre is internal administrators will be able to configure settings.

  • Integrations
    • Add and manage integrations for your account