Jump to content

Phone App: Difference between revisions

From Prime 16 Online User's Manual
Line 8: Line 8:


==Administrative Setup==
==Administrative Setup==
A Prime Administrator must make some minor changes to Prime.
===Organization Identifier===
The Organization Identifier is used by the Phone App to know which organization it is attempting to connect.  The Identifier will be provided by Kemp's Case Works upon setup of your Phone App service.  Except in the event of a major emergency, it will not change.
===URL Password===
The URL Password is the first step in allowing your users to access the Phone App system.  The URL Password is used to ensure someone using the Phone App should be connecting to your Organization's service.  If the URL password entered in the Phone App does not match the one entered in Prime, the Phone App will not be able to connect.  Additionally, should you decide to immediately cut off access to ALL staff, you can change the URL Password.  Of course, you would then need to provide the new URL Password to users.  You could also revert the Password to the original setting.  This is a security feature offered to allow you immediate and complete control over all users of your Phone App service.  Be aware the URL Password IS CASE SENSITIVE in the Phone App.
You can set and change the URL Password from within the Administration system:  Admin-->Custom Admin-->Phone App Url Password (or Authorization).
===Staff Passwords===
For each staff person, you must enter a password in their staff profile within Prime.  Many organizations use the initials for passwords.  Since this service allows the addition and viewing of data from within a Phone App, a different level of security was deemed necessary beyond using initials.  We would suggest the password entered be sufficiently complex to meet your organizations requirements.  We would suggest at least 8 characters, with a mixture of numbers, letters (upper- and lower-case), and symbols.  Should you decide to immediately cut off access to a staff member, you can change the Staff Password.  Keep in mind the password will replace their password in the Prime system as well--so they will use it on the staff sign in page in Prime as well as in the Phone App.  Be aware that the Staff Password IS CASE SENSITIVE in the Phone App.
You can set and change Staff Passwords from within the Administration system:  Admin-->Staff Settings-->Staff Roles.  Choose a staff person on the left and enter a password in the "Password" field in the right.  Make sure to click "Save Changes" before choosing another staff person or closing the form.


==User Setup==
==User Setup==


==App Installation and Setup==
==App Installation and Setup==

Revision as of 15:40, 13 August 2019

NOTE: This page is still under construction and the final details relating to the Phone App are being determined. Check back here for final details.

Organizations using the Prime version 16 Hosted can utilize an optional Phone App service. This service will allow your staff to add time and calendar entries using an Android or Apple phone. They can also view those entries using the same app.

Service Description

Users of Prime 16 Hosted have the ability to subscribe to the new Phone App service. This cost for this service is determined based upon the number of users of the Phone App system. The service is billed for a one year period. Services cease upon lapse of the subscription. Users of the system have the ability to update the App on their phone as new features are released. Please contact us for more information.

Administrative Setup

A Prime Administrator must make some minor changes to Prime.

Organization Identifier

The Organization Identifier is used by the Phone App to know which organization it is attempting to connect. The Identifier will be provided by Kemp's Case Works upon setup of your Phone App service. Except in the event of a major emergency, it will not change.

URL Password

The URL Password is the first step in allowing your users to access the Phone App system. The URL Password is used to ensure someone using the Phone App should be connecting to your Organization's service. If the URL password entered in the Phone App does not match the one entered in Prime, the Phone App will not be able to connect. Additionally, should you decide to immediately cut off access to ALL staff, you can change the URL Password. Of course, you would then need to provide the new URL Password to users. You could also revert the Password to the original setting. This is a security feature offered to allow you immediate and complete control over all users of your Phone App service. Be aware the URL Password IS CASE SENSITIVE in the Phone App.

You can set and change the URL Password from within the Administration system: Admin-->Custom Admin-->Phone App Url Password (or Authorization).

Staff Passwords

For each staff person, you must enter a password in their staff profile within Prime. Many organizations use the initials for passwords. Since this service allows the addition and viewing of data from within a Phone App, a different level of security was deemed necessary beyond using initials. We would suggest the password entered be sufficiently complex to meet your organizations requirements. We would suggest at least 8 characters, with a mixture of numbers, letters (upper- and lower-case), and symbols. Should you decide to immediately cut off access to a staff member, you can change the Staff Password. Keep in mind the password will replace their password in the Prime system as well--so they will use it on the staff sign in page in Prime as well as in the Phone App. Be aware that the Staff Password IS CASE SENSITIVE in the Phone App.

You can set and change Staff Passwords from within the Administration system: Admin-->Staff Settings-->Staff Roles. Choose a staff person on the left and enter a password in the "Password" field in the right. Make sure to click "Save Changes" before choosing another staff person or closing the form.

User Setup

App Installation and Setup