🖥️ Device Setup: VSL Staff

 

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⚙️ VSL Technology Systems

Before we jump in to setting up your devices, let's explore what tech tools we use

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VSL Systems Chart (view full chart)

Edit Chart: VSL Tech Systems

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🖥️ Computer Setup

Step one is to set up your computer with the required (and recommended) software

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1. Download software from google.com/chrome/

2. Install software

3. Select Google Chrome as default web browser

4. Pin icon to taskbar

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Set up your Microsoft Account

By now, you will have received an email to set up your Microsoft Account. Follow the instructions to log in and set it up.

Office 365 is the backbone of our organization. Office 365 is the service we use for email management, as well as access to a host of Microsoft services, including Microsoft Office products (Word, Excel, etc.), Microsoft Teams, task management, file sharing, etc.

1. Download all Microsoft Office applications and Outlook onto your computer

2. Pin Word, Excel, Outlook, and other services as desired to your taskbar

3. Log in to each using your VSL email address

OneNote is a key component of our collaboration, meeting flow, and problem solving. Each team has a OneNote page that they will use to track problems, best practices, and meeting agendas.

1. Access your OneNote app (part of your Microsoft Office download packet)

2. Pin OneNote to your taskbar
3. Access your Team's OneNote page
4. Discuss features and use of OneNote 

Outlook is used to manage your VSL email account. Your email address will be used for logging in to other software and communicating with others in our organization, so be sure to have this email address accessible easily.

1. Install Outlook. Outlook usually installs along with the rest of the Office 365 suite of products (Word, Excel, PowerPoint). Make sure that a current version of Outlook is downloaded and installed on your device.
2. Pin Outlook to your taskbar
3. Add your VSL email to Outlook
4. Add the HubSpot Sales Extension to Outlook (more on HubSpot later)
5. Verify your email signature is working properly. We use email signature management software that should set this up automatically
6. Access your calendar

Teams is our platform for communication both within our office, as well as with our Operators. Teams is the backbone of our organization, and being familiar with how to navigate and use Teams is important early-on.

1. Download Teams onto your computer - use the Work or School Version

   1. Download Teams here. This link will take to you Microsoft's site.

2. Pin Teams to your taskbar

3. Log in using your VSL email address

4. Access the chat to communicate with your teammates and Operators
5. Access files (sync them following the OneDrive instructions below)
6. Access calendar (but we recommend using Outlook to manage calendar items)

Additional information: Start by familiarizing yourself with Microsoft Teams. If you have little prior experience with the app, you can watch our instructional video(s) on the topic, linked below:

• Microsoft Teams Introduction: https://youtu.be/9QHSs0ZtWWo
• Communications Training: https://youtu.be/wouflIxFFFM (this is an old video, huh?)

OneDrive is our file sharing and file storage service, connected with Microsoft Office and Teams. This will be a separate (but connected) app to access templates, forms, collaboration materials, and basically any document, form, and file that you will use, create, etc.

1. Go into Teams and find files you want to sync onto your computer through OneDrive

   1. The Tech Team and/or your supervisor we'll walk you through what file folders you will be using most frequently in your work

2. Select "Sync" to prompt you to download or update OneDrive

3. Go through each of the folders with files you will be using and sync to your device

4. Make sure you can view all files through your file explorer

5. Discuss how to upload documents
6. Discuss how to modify documents
7. Discuss how to share documents or folders

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Get started with HubSpot

HubSpot is the backbone of our enterprise. It contains records for contacts, companies, projects, tickets, tasks, and so many other features.

Head over to Outlook and see if you have an email invitation from HubSpot. This invitation will allow you to set up your account. All you have to do is log in to HubSpot and begin exploring.

1. Log in to HubSpot at this link: https://app.hubspot.com/
2. Bookmark & pin a tab: We strongly recommend that you bookmark the HubSpot login page, and "pin" a tab for HubSpot on your browser for easy access.

3. Log in and explore the software

4. Access your dashboard
5. View some records

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📱 Phone Setup

With your computer set up, let's move on to your smartphone

The easiest way is to visit Microsoft's download Teams page. Alternatively, you can go to your application store and search for Microsoft Teams and download the app.

Log in to the app using your Vanderburgh House email and password - the same login can be used for all Microsoft products.

The easiest way is to visit Microsoft's download OneDrive page. Alternatively, you can go to your application store and search for Microsoft OneDrive for Business and download the app.

Log in to the app using your Vanderburgh House email and password - the same login can be used for all Microsoft products.

The easiest way is to visit Microsoft's download Outlook page. Alternatively, you can go to your application store and search for Outlook and download the app.

Log in to the app using your Vanderburgh House email and password - the same login can be used for all Microsoft products.

Search for your application store for Buildium and download the application pictured above.

Once downloaded, you should log in to your Buildium account.