User Profile and Guidelines
First time setup
The user will need to download the app from the Google play store. The app will ask for the following permissions - access to device contacts and emails, on android version above 5 (Lollipop).
For android versions 8 and above, user will have to choose one of his Google registered account to proceed further in the app.
Login into the Automation Platform app
A user after downloading the automation platform app need to log in into the app.
The app will prompt him to enter the login details:
- Enter the username.
- Enter the password.
- The app will then send an OTP (one-time password) to the registered mobile number. User will need to enter this OTP to start using the app.
User will need to log in to the app using his automation platform admin panel username and password. In case of forgetting password, he can reset a new one by clicking on forgot password and then entering the registered username. A reset code will be sent to the registered mail ID. After entering this code in the app, he can generate a new password.
In case of forgetting username, the admin needs to enter his registered email ID and account ID. An email will be sent on the registered mail ID containing username to login.
The user will be notified if a new version of the app is available to download, whenever they enter into the app dashboard.
Smart Search Feature
The smart search feature allows the user to quickly find what they are looking for. The smart search feature helps users to search for: client ID, username, company name, contact number, client name, domain name, receipt number, service name, invoice number, ticket number, order number, lead number, IP based searches and inventory related data.
To search anything, simply put the query in the smart search tool bar given at the top of the app dashboard.