Update your General Organisational Settings

In this article we are going to explain the General Organisational Settings, what they mean and how you can update them. 

You can read the article underneath, try our interactive demonstration or watch our demonstration video:

What are General Organisational Settings?

At a high level these settings are the general settings that apply to your entire organisation and all users. These settings control some of the key components of your App, including Name, Timezone, logos, welcome content and notification content. 

Note: It's important to understand that any updates to the organisational settings will impact all users across your WeGuide environment and application. 

Underneath we explain how you can update your organisational settings and explain each of the updates you can make. 

Step 1: Navigate to the Settings Page

If you are an admin, you can access the Settings tab by clicking on the Settings option on the left side of the page. 

Note: Only Admins can access the Settings page. 

Click on the Settings tab to open the Organisational Settings page

Step 2: Click on the "General" tab to update your General settings

On the settings page, there are multiple tabs that refer to different settings. To update the General settings make sure you click on the General tab as highlighted below:

Here you can see the General Tab highlighted in the top navigation bar

Below we explain each section within the General Settings tab, how they function and any important information for you to keep in mind.  

Name

This is the name of your organisation. This name is used on a variety of places within your App and anywhere your organisation name appears. We also use it when we send e-mails to your participants, so that the e-mails are more trustworthy for your participants:

Example of how organisation name "NYC Health" is used when sending e-mails to your participants.

Time Zone 

This is the time zone that will be used throughout your application. We recommend that you set this timezone based on the location of your organisation. 

The key impact of your timezone is around scheduling within your Programs.  your engagements and messages get sent to users. All messages and engagements are based on the time zones as set in the portal. All the times that you see in the portal (e.g. form completion dates) are also based on this timezone.

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

Sender SMS 

When users receive an SMS for new or outstanding engagements, this is the name that will show up as the sender of the SMS. 

Normally, when you receive an SMS from a person you know, you see the name of this person on top of this message. By changing this name, you can modify what the user will see. 

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

Tip: We recommend setting this similar to the Name you have chosen above, to make the experience seamless and not confusing for users

Default Language 

The default language is the standard language that will be used for your participants. If participants don’t have a language preference, then we will default back to this language.

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

Supported Languages  

If you want to support multiple languages in your programs, you can add them here. After adding the languages here, you can add translations for your organisation settings in the added languages. If your required language is not on this list, please reach out to us.

Organisation Logo 

You can add your organisation logo by clicking on this icon. This logo will be used throughout the application and the admin portal. 

We recommend you upload an image with a transparent background of 800px by 450px, ideally in PNG format, for the best results. Make sure you click save in the top right hand of the screen for the logo to save.

Sender e-mail ID (not visible on the settings page)

By default all e-mail are sent via no-reply@weguide.com.au. It is possible to support your own domain, an integration with your e-mail provider needs to be setup for this. In case you're interested in this, please contact your implementation manager

Whitelabel specific fields 

Tip: These fields should only be updated in consultation with your Customer Service Manager. These fields are also only for environments with a whitelabel option. 

Url Schema

If your package includes a white-label application, it will be selected here. In case you think the select application is not correct, then please contact your implementation manager.

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

App Name

If your package includes a white-label application, then please enter the name of your application here.

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

Sender Email Address 

This is by default set to no-reply@weguide.com.au. If required, we can change the sender email after integrating with your email provider. This is available on request.  

Warning: If this is not included in your package, do not change this variable as it will lead to emails not being received by participants since there is a high chance that they're marked as SPAM.

This field is disabled by default. In case you want to change this field, please contact your implementation manager.

Organisation-wide content (e.g. Terms and Conditions)

Next to the general settings, you can update the content that participants will see during onboarding and via the settings page in the app. Each participant will be shown the "onboarding section" after they login for the first time. This section includes a welcome letter, terms and conditions and a disclaimer page. This content, and some other organisation content, can be changed on this page. Let us explain each section

Letter Body

After participants log in for the first time, they will be welcomed with a Welcome Letter from your organisation. In this section, you are able to change the content of your Welcome Letter. 

Tip: We recommend writing something brief and friendly to warmly welcome your users to the application. Feel free to add images or video's to this content, this is the first thing that they see from your organisation so make it pop
For more information on how to create great content please see here: WeGuide Content Guide

Example of Admin view of the text editor

Example of patient view

Terms and Conditions Summary

After the Welcome Letter, your participants will be shown your terms and conditions. What they actually view in the screen is a summary of your Ts&Cs and Privacy Policy. Your users will then have the option to click on a link to access the full Terms and Conditions and Privacy Policy.

Use this screen to concisely explain the key elements of your Ts&Cs.  

Terms and Conditions

On the Terms and Conditions summary page detailed above, your participants can click on a link to see the full Terms & Conditions. 

Please describe your full Terms & Conditions in this section. We have standard terms included that you can either accept or you can choose to use your own.

Privacy Policy

On the summary page detailed above, your participants can click on a link to see your Privacy Policy. Please describe your full Privacy Policy here. We have standard terms included that you can either accept or you can use your own.

Disclaimer  

After the Terms & Conditions page, we show a disclaimer page, where you can indicate to participants how this application should be used (e.g. it's not a medical device, seek professional help in case you need it). In this section, you can update your Disclaimer. You can use our standard disclaimer or create your own.

Contact Information 

The contact details of your organisation can be shared in this tab. The participants can view this contact information via the application settings after they're logged in.

Tip: This is a good place to let your users know how they can contact you if there are any issues, so please use an inbox or contact details that is regularly monitored and give instructions to your users about the first line of support 

About App 

This section contains details about the App and who built it. The participants can access this via the settings menu, after they're logged in. 

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