User Onboarding

User account activation & app download

User Onboarding

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

First things first...

You can access an app in 3 different ways:

  1. Web app (open a link in a browser for desktop or when using the browser on your phone);

  2. Android app (install from GooglePlay);

  3. Apple app (download from App Store).

The main difference between a public and private app is that a public app sign up does not require an activation code. For Apple users, a private app is only accessible via a privately distributed download link.

Users invited to a public app will need to sign up using the email address that was invited.

Note! A revised account activation process was introduced in February 2020. Below are video examples of the new 2.4 version, and the older version (apps below version 2.4).

Public App Account Activation (2.4+)

Public apps are available on an app store and can be accessed by signing up to the app, or by receiving an email invite.

Public app (2.4+) account activation process on desktop/browser

Step 1: You get an email invite to an app OR you sign up on the app from an app store. Select the button to get the app.

Step 2: On a desktop/browser, the app will open. On a phone or tablet, you will be prompted to install/download for Apple or Android.

Step 3: Install the app.

Step 4: Sign up using the email address that the invite was sent to.

Step 5: Choose a password & complete your profile.

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.

Invite-Only App Account Activation (2.4+)

Private apps are accessible by invite only. You will be emailed a unique activation code.

How to get the app? Follow the account activation process in your email invite.

Activating an invite-only account using the activation code

Step 1: You receive an email invite to an app. Copy the code and click the button to get the app.

Step 2: On a desktop/browser, the app will open. On a phone or tablet, you will be prompted to install/download for Apple or Android.

Step 3: Install the app.

Step 4: Select the Activate Account option and enter the code.

Step 5: Choose a password & complete your profile.

Android users can find the app on GooglePlay, but will need login details to access. For Apple users, a private app is only accessible via a privately distributed download link.

Invite-Only Account Activation Steps (below v.2.4)

Apps below v.2.4 account activation process

Step 1: You get an invite to join an app. Copy the code and click the link.

Step 2: The link takes you to a web page that provides a brief overview of the app. Scroll down and select the "Join" button.

Step 3: Enter your activation code (the one you copied from the invite email).

Step 4: Choose a password & complete your profile.

Step 5: If you are on your desktop (or using a web browser), the app will now open. If not, you will be prompted to download/install for Apple or Android.

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.