> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Organisation accounts, WhatsApp and agent settings

> How to manage email and calendar accounts, WhatsApp numbers, the phone assistant and the agent settings of an organisation.

This page describes the channels through which an **Organisation** (organisation) communicates in mory, and the agent settings. All items are maintained in **Einstellungen** (Settings). Depending on your permissions, you may see only some of them.

## Organisation accounts for email and calendar

Besides personal accounts, which each person connects in their own profile, there are organisation accounts, for example a shared property management address.

* Google and Microsoft are supported (email and calendar).
* Several accounts can be connected per organisation.
* Incoming emails on these accounts land in **Posteingang** (Inbox), are sorted and turned into a task automatically when needed.

<Steps>
  <Step title="Connect an account">
    In Settings, open the organisation's connected accounts and choose Google or Microsoft.
  </Step>

  <Step title="Grant access">
    Sign in with the provider and confirm access to email and calendar.
  </Step>

  <Step title="Set the default sender">
    Define which account serves as the default sender address. mory and the **Verfassen** (Compose) function use this address unless another account is selected.
  </Step>
</Steps>

<Warning>
  When the connection to an account expires, mory shows a warning. Until the account is reconnected, no emails are collected and mory cannot send through this account.
</Warning>

## WhatsApp numbers

Tenants can send reports via WhatsApp. The number is set up per organisation.

* Incoming messages appear in the Inbox with the WhatsApp channel filter and create a task when needed.
* A WhatsApp number is set up together with mory support.

## Phone assistant

The phone assistant answers calls, for example outside office hours, and creates tasks with a transcript.

* One phone number is stored per organisation.
* Adjust the greeting text in the organisation settings. Keep it short and mention the name of your property management company.

## Agent settings

In the organisation settings you find the organisation's agent settings. In normal operation you do not need to change anything here. Which steps mory goes through for a case is defined in the **Workflows** module (see [Configuring workflows](/en/admin/workflow-configuration)).

## Notifications in mory

Via the bell in the header, users receive notifications, for example for @mentions in comments or new assignments.

## Related pages

* [Organisations & users](/en/admin/organizations-users)
* [Configuring workflows](/en/admin/workflow-configuration)
* [Roles & permissions](/en/admin/roles-permissions)