User Onboarding

Signing in, signing up & accessing the app

How to get the app

The platform apps are available in one or more formats.

App Type	How to get it
Web	open the app link in a browser on your chosen device
Android	search for and install the app via GooglePlay
Apple	search for and install the app via Apple's App Store

Android and Apple apps are not always distributed globally. Check with your provider if you can't find an app in your country's app stores.

Access per App Type

App users can be invited to join a public or private/invite-only app, or they can sign up to a public app.

App Type	How to access
Public	Users can sign up without being invited
Invite-only / Private	Users are invited by being added to a group, and are sent an activation code to sign up. Apple users need a privately distributed download link.

Important: If you have access to the platform back-end, your login credentials for the app will be the same as your login for the backend access.

User Onboarding

App Account Activation (2.4+)

Public apps are available on an app store - anyone can create an account.

Creating an account on a public app

Access / Install: Access the app. Install the app.

Create an Account: Follow the prompts to create your app account. Once complete, you will be signed in.

Private apps are by invite-only; the account setup process is the same, but users will need to use a unique activation code that was emailed when they were invited to the app.

If a user is invited to a public app (by being added to a group) they need to sign up using the email address that was invited.

Android users can find the public app on Google Play, and Apple users can find the app on the App Store. To access, simply sign up.

Access an app on your desktop / browser

Where to get the app: This could be from your invite email, from a link provided, or from an app store. Contact your account admin if you're not sure where to get the app. Activation code: If you got an invite email, use the activation code. Complete your profile: Create a password & complete your profile. Login: Use your credentials to login & get going.

You can save an app to your desktop. Here's how.

Install a web app

A web app opens in your browser. If you are on a desktop device, you will automatically be directed to the web app. The first time you open the app in your browser, you may be prompted to save the app to your computer. This creates an app shortcut on your desktop or device.

Install web app after receiving an invite email

You can also choose the web app option from your welcome email.

After you sign up, you receive a welcome email with app download options

You can also access the web app directly via a link if it is shared with you. A link will usually look something like this, e.g. appname.platformname.io

It is also possible to manually install the app on your desktop via the browser settings.

If you are an Admin and want to find your app link, click on the app icon (top right) and then copy or open your account link.