Connector Support
Access user manuals, training videos, and FAQ — or connect with the Connector Community.
General FAQ:
Under the Admin tab on the top menu bar, select "Manage Google Connection". Click the "Connect Your Google Account" button. You will be redirected to Google so that you can authorize the app. Log into Google if you aren't already logged in. Click the "Authorize" button to authorize the Connector to access your Google account. You will then be redirected back to the Connector and the name and email address you used with your Google account will be displayed so you can verify that you have successfully connected. No further action is required and your account will remain connected to Google until you disconnect or deauthorize the app.
Under the Admin tab on the top menu bar, select "Manage Google Connection". If you are already connected, the name and email address you used with your Google account will appear, so that you can confirm you're connected to the correct Google account. Here you can select the "Click here to disconnect from this Google account" button. This will remove all Google credentials from the Connector and will also deauthorize the Connector in your Google account.
Under the Admin tab on the top menu bar, select "Manage Zoom Connection". Click the "Connect Your Zoom Account" button. You will be redirected to Zoom so that you can authorize the app. Log into Zoom if you aren't already logged in. Click the "Authorize" button to authorize the Connector to access your Zoom account. You will then be redirected back to the Connector and the name and email address you used with your Zoom account will be displayed so you can verify that you have successfully connected. No further action is required and your account will remain connected to Zoom until you disconnect or deauthorize Zoom.
Under the Admin tab on the top menu bar, select "Manage Zoom Connection". If you are already connected, the name and email address you used with your Zoom account will appear, so that you can confirm you're connected to the correct Zoom account. Here you can select the "Click here to disconnect from this Zoom account" button. This will remove all zoom credentials from the Connector but will not deauthorize the app. You can disconnect and simultaneously deauthorize the Zoom app by following the 4 steps below:
- Login to your Zoom Account and navigate to the Zoom App Marketplace.
- Click Manage > Installed Apps or search for the YI Connector Virtual Appointments app.
- Click the YI Connector Virtual Appointments app.
- Click Uninstall.
You can reset your password from the "Forgotten your password?" page on the log-in screen. An Organization's administrator can also resend the password for a new User by clicking the "Resend Invite" button on the User page..
When you share log-in information, you should start by having a conversation to set expectations both on how they will use the Connector and what training and support you and your Organization will provide to support them. To view the calendar of upcoming trainings, click here. To view our recorded tutorial videos, click here.
Permissions for different users are set by each individual subscriber, and the organizations that they work with. Each User has a certain set of permissions that determine what they can see and do when logged in to the Connector. If you have questions about your individual permissions, please contact your Organization’s Administrator.
A "User" is a person with a Connector account. When a User is created, they’re given access to the administrative area of the Connector. Each User has certain permissions, which dictates what they can see and do when logged in to the administrative area.
Once a consumer books an appointment, you and the consumer will both get an initial email and a 24 hour reminder email, as well as a SMS message for the consumer with the appointment details. The timeslot will be marked as unavailable for all other consumers and organizations who view your schedule on the widget.
Your Organization’s Administrator should be able to help answer questions you may have. If you have additional questions, please contact connectorsupport@younginvincibles.org.
From any calendar page, you can click on any open (un-booked) appointment slot and choose to deactivate (make unavailable for booking) or delete (totally remove) that slot. You can also click the blue calendar date number for the specific day to add a new one off session.
You can create a schedule here. You can now sync your Connector appointments to your personal calendar via the “iCal feed link” on the top of each Calendar page. For more information on this, please see “Syncing Your Calendar” in the sidebar.
Consumers are required to enter either an email address or a phone number in order to successfully book appointments. Each consumer who books an appointment, unless they opt out, will receive email and ted reminders upon booking their appointment and then again 24 hours before their appointment. You can also view upcoming appointments here.
In light of the different reporting requirements for different types of assisters, tracking outcomes will vary. By default, YI offers the ability to track top level outcomes, referral information, story collection as well as the required fields for CMS’s Navigator grantees.
When you create your schedule, you can mark it as private. This will ensure those appointment slots will not appear on the Widget.
You can edit all locations for your organization from the locations page from the admin side of the Connector. Locations will be ordered first by whether they have available appointment slots and second by how close they are to the center of the Zip Code. If you don’t have access to the location but have an update to a location, please email connectorsupport@younginvincibles.org.
If you have additional questions that this site did not answer, please email connectorsupport@younginvincibles.org
