📣 Hi there IT team! If you’re like most IT teams who greenlit Warmly, you realize how tough it is to build professional relationships virtually. But you also recognize the power of how giving an on-screen business card to your coworkers will be a powerful unlock for your business and its brand.

This brief guide covers:

If you’d prefer a 3 minute short video tutorial instead, please watch here.

Head over to Warmly’s Zoom Apps Marketplace listing and pre-approve Warmly for installation. Then install it for yourself to set a “hyper-basic” business card. If you’d like to see the full product in action, please follow prompts to connect your Google or Microsoft account.

If you need to set up SSO to access, or cannot yet connect your corporate account, you can test out the full product using a dummy gmail/outlook account or using our demo account (Scroll to the Appendix for details).

❓Any issues? Scroll to the Appendix of this document for the common issues to troubleshoot

Jump into a meeting by yourself and turn your camera on. Then open Warmly’s Zoom App from the Apps button and try adding a background! If helpful, watch a 3 minute explainer video on setting your first virtual business card.

Never set a virtual background before? Ensure virtual backgrounds are turned on for your account and that your computer meets requirements to support virtual backgrounds.

Warmly now allows for complete flexibility and customizability for IT and functional administrators. After approving Warmly at your organization, we highly recommend working with one of our IT product specialists (just email [email protected]) to configure the settings of your Admin portal. Admins are able to fully manage and customize user settings, roll out company branded backgrounds for use, approve on screen images and more.

Warmly offers complimentary IT enablement sessions (just 20 minutes is needed) to properly ensure that you are in full control of user's data and product experience.

Warmly offers free enablement sessions to all departments larger than 30 employees.

Did you know that Warmly has different benefits to different teams? We run specific enablement sessions for:

Please email [email protected] to connect our enablement teams with yours! Be sure to include the name of the Zoom employee who referred us so we can give them credit :)

When a new hire sets up their Zoom account they should also be adding their business card into their Zoom background so they connect with new coworkers faster.

Please encourage employees to optionally add their name pronunciation & pronouns so their coworkers can respect their preferences from Day 1!

Security and data privacy compliance is of the utmost importance to us at Warmly. To begin to give you peace of mind, remember that we have:

If a vendor review process is an important part of your process, and you have additional requirements beyond what you originally asked Zoom itself for vendor compliance (since we’re a sub-vendor for Zoom), please check out our additional data privacy resources.

Upon request we can also provide security recommendations or confirmation from Zoom’s CISO, Jason Lee. Finally, we’ve compiled a few common FAQs for your perusal on Warmly. If you are excited by Warmly’s business cards but for security reasons cannot authorize us to connect to employee calendars (in order to display the publicly available information about meeting participants) we are able to provide a subset version of the product with just the business cards (please email [email protected] for details).

2. Being on a version of Zoom that support Zoom Apps You must be on Version 5.7.3 or later to use Zoom Apps but for an optimal experience, please upgrade to the latest version at https://zoom.us/download

3. Enabling Zoom Apps for your organization: If this is the first time your organization is trying a Zoom App you may need to enable Zoom Apps at the account level at https://us02web.zoom.us/account/setting?tab=zoomapps

4. Setting up IT testing for a sub-group: Zoom allows you to add a sub-group in case you want multiple people on your team to test Warmly before deploying it more broadly. You can add a group and then add that group to be permitted to test Warmly. Please be sure to add yourself to the group as well since the administrator of the group must be added as a user

5. If all else fails: please see Zoom’s article “Admin deployment of Zoom Apps” or email [email protected] and we’ll help!

Often Zoom IT admins will need to work with their security team or other IT counterparts to allow Warmly to connect to your Microsoft or Google Accounts. For Warmly to work properly (and beyond Zoom) we do require users to authenticate with both Zoom & Microsoft/Google.

We recommend testing the full experience of Warmly by simply connecting your personal email account or a dummy email account from either Google or Microsoft.

Alternatively, we offer a public demo account via Google for you to test the experience (the experience will mirror that of Microsoft as well):

To use the demo account, simply click “Sign in with Google” -> “use another account” -> and add in the credentials. From there you can change the information in the demo account (note that it is shared) to create your full Warmly Background Business Card and see other features.

If you’d like to have a private dummy account we can also make that for you. Please reach out at [email protected] for us to create this for you

For a downloadable version of this guide, please access it here: https://www.warmly.ai/p/admin-enablement