Click your name in the top left corner to customize your general settings, personal profile, email settings, and billing information. Any settings changes you make will apply to your whole account; that is, across all of your Workspaces.
Below is the page you will be brought to after clicking on your name.
- Username: Your username is the name that you chose when you signed up for WizeHive and which is used to sign in.
- Display Name: The display name is how you are identified to other users in WizeHive within and across workspaces. If left blank, the system will utilize your username by default. Your display name will appear in the upper right hand corner of the navigation bar when you are in WizeHive. You can click on your display name in order to be able to see the dropdown that enables you to logout of WizeHive.
- Primary Email: Your Primary Email is the email you wish to use to receive WizeHive related communications. It will represent your primary mode of contact.
- New/Old password: You can enter your current password so that you can change/update the password that you use.
- Photo: Add your photo so that your users know what you look like. Create a more friendly Workspace!
- Add Authy: WizeHive enables you to add multi-layer authentication to add security to your account
Your personal profile contains your contact information. You can enter the following information:
- First Name
- Last Name
- Address 2
- Work Phone
- Mobile Phone
- Home Phone
Without an email security code you can send email to WizeHive using email@example.com or firstname.lastname@example.org. By adding a security code you can avoid bogus emails. You can submit notes via email to any of your Workspaces. For example, if you have an update regarding the Workspace or an entry in the Workspace that you want to notify others in the Workspace of but you are not currently able to log in to the Workspace, you can send a note to the Workspace via email. That note will appear in the activity stream of the Workspace. By having a security code set, you can avoid emails coming in to the Workspace from bogus email addresses.
If you are not using an email security code (specified in your Profile settings and described below), address the email to: email@example.com. Then, in the subject line put the name of the Workspace followed by a colon (:) followed by the name of a record in brackets ([ ]). For instance, if you are adding a Note to a Workspace called ABC and a record called Marketing, you would include this in your subject line [ABC:Marketing]. You may also include other information in your subject line; just put it in outside of the brackets. Finally, type the rest of your text in the body of the email.
Here is an example of a properly structured email that would be appear in the Activity Stream for Workspace (Harborfest 2013) regarding Record (Shipley Cottage):
From: Frank Thomas
Re: [Harborfest 2013:Frank Thomas]
Body: Frank Thomas will be hosting a 2nd wine tasting event at 9pm at the Grayville Dock.
By setting outbound email settings you can control the emails that you will receive from WizeHive based on the actions in your Workspace. These settings define emails for all Workspaces. From this space, you can:
- Receive notifications by email Receive daily digest by email
- Email me a notification when there is any new activity Email me a notification only when a new Note is added
- Email me when someone sends a private Note Email me a notification when I post a message via email
- Email me when a new task is assigned to me
- Email me when someone replies to something I posted: ("Email me when someone replies to something I post" includes when you send an email from the Data tab. Any time there is a reply to any activity that you created (e.g. sending an email), you should be notified if you have this setting checked.)
- Email me when a new record is created.
Your main RSS link will give you a feed of all activities in your Workspace. Authenticated RSS feeds will not work in some popular RSS readers, so we give you the option of creating a public RSS feed. By clicking on the 'Make public' link WizeHive will generate a very hard to guess, unique URL for your main RSS feed. If you use this URL, you will not be asked for a username or password.
Your various RSS feeds are listed in the box. Every user has access to their own authenticated RSS feeds by default. Since it is authenticated, you will be asked for your username and password.
In this tab, you will find access to:
- Workspace usage
- Billing history for your Workspaces
- A link to cancel your account