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How to set up your Workstorm account or profile

Step-by-step instructions for setting up a new member profile, including adding a profile picture, updating your password, and enabling notifications

Workstorm enables you to collaborate with your colleagues, from across the hall to around the world. We connect you with the people you work with, which is why an email invitation from someone within your company (either a colleague or site administrator) is required for first-time users to log in to Workstorm. Don’t have a company account? Request a demo to see how Workstorm can work for you.   

Create a login

Check your email inbox for an invitation to join Workstorm from your site administrator or colleague. The invitation will come from support@workstorm.com, instead of from your colleague’s email address. Be sure to check your Junk and/or Spam folders, in case the email was rerouted into one of these folders.

Open the email and click the Login button. This will trigger the New User Login page to open in your web browser.

Your assigned Username will auto-populate and match the email address to which the invitation email was sent.  

Then, create a Password. Workstorm’s password criteria is designed to keep your ideas, conversations, files and overall intellectual property safe and secure within Workstorm. Our password criteria requires all members achieve a minimum password score of ADEQUATE. When creating your password, be sure to include at least one uppercase and one lowercase letter, one number and one symbol (i.e. #, %, !, $). We recommend members create passwords that achieve a score of STRONG or VERY STRONG for the highest level of security. For more tips on creating and remembering strong passwords, check out our article on password security.

Then, click Login.

You have now successfully created a login and opened your new member account in Workstorm. Next, you will be rerouted to your new account homepage.

Profile setup

Once you are logged in to your Workstorm member account, you may customize your profile by uploading a profile image, adding contact information and adjusting your font size. Start by clicking on Settings in the left menu, then click Profile.  

Click the Select Image button to upload a profile picture from your computer desktop. Most Workstorm members use a professional headshot or a LinkedIn photo for their profile picture. Then, use the “+” and “-” symbols below the image to zoom in and out. A box will appear to illuminate the portion of the image that will be featured as your profile picture. To change the area featured, click and hold down on the illuminated box to move around the image. Once you have selected the portion of the image you wish to feature, click the Save Image button to save your profile picture.

Next, adjust your font size under Preferences. Choose from Large, Default (Medium), Small or Extra Small, based on your preference as a reader. Larger fonts are easier to read, while smaller fonts allow for more text in a smaller space.

Some users may send formatted code within messages and wish to designate that code with a different colored background. You may customize the background color for messages that contain code as either Dark or Light.

Then, enter any Personal Information you wish to add to your profile, such as your title, phone numbers and/or office location. This information will only be made visible to members within your company account and to any external members with whom you have a Private or Team conversation.

Password reset

You may receive alerts to periodically update your password, based on the security requirements set by your company. The Manage Account section under Settings enables you to update or reset your password at any time.

To update your password, type in your Old Password into the designated box. Then, type a New Password, using a combination of upper and lowercase letters, numbers and symbols. All passwords must achieve a security score of Adequate to be accepted. Next, Retype New Password into the designated box and click Update Password. Use this new password for all subsequent logins.

Notifications

Last but certainly not least, you’ll want to customize your notification preferences for incoming messages, alerts and video calls. Start by selecting Notifications under Settings in the left menu.

Next, decide if you wish to receive Push Notifications. We strongly recommend enabling push notifications, as this allows Workstorm to send a small notification bubble to your computer desktop when you receive a new message, alert or video call, even when you are not actively using Workstorm. These push notifications prevent you from missing potentially urgent, work-related messages. If you Disable push notifications, you will not receive any desktop notifications from Workstorm. Click the toggle on the right to Enable or Disable push notifications.

Once Push Notifications are enabled, you may then enable or disable notifications by type under the section Customize Your Notifications. We recommend new members start by enabling all notifications. This ensures you never miss a message, alert or video call from your Team or Private conversations, or Announcements from company leadership. Once you have a feel for the types of Announcement, Team and Private Notifications you are receiving, you can customize your notifications or disable them as needed.

After you’ve customized your profile, password and notifications, it’s time to start collaborating. Our intuitive platform is designed to help you dive in and start messaging right away, or you can find more detailed instructions in this article on how to start messaging.

Updated on May 31, 2018

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