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 |
Users can sign up without being invited | |
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.
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.
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.
You can also choose the web app option from your welcome email.
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.
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