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Downloading the Mobile App
To Perform the following steps to download the ServiceAide Cloud Service Management mobile app, you must perform the following steps:
- Download the mobile app. The mobile is available for android Google Android and Apple iOS user users and can be downloaded from the following locations:
- Android operating systems
- Apple iOS operating systems
For information about the supported version of each mobile operating system, visit the corresponding app store.
Login to the Mobile App
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Logging into the Mobile App
To login to the mobile app you can use your normal Cloud Service Management credentials. If you don't know your credentials please contact the application administrator to gather the login information such as your user name and password. Log in You can use one of the following two options to login to the Cloud Service Management mobile app using the following two options:
Authentication using Application Credentials
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- Specify the URL. It is the Cloud Service Management URL.
Specify the User Name.
- Specify the Password.
- Tap Sign in.
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Authentication using Magic Link
The Magic Link process provides an easier authentication experience for users using Single Sign-On (SSO) or a CSM username and password.
At first login, the user requests a Magic link to be sent to their inbox using the URL that they use for login as well as their user name. A Magic Link email is sent to the email address associated with the user's account with a link in it. The link must be opened in the user's mobile device where the Cloud Service Management mobile app is installed. Their device will recognize this link and open up the correct app. The user's authentication information is stored in secure storage in the device until the user logs out of the mobile app. Each time the user opens the app in their device, it will automatically log them in.
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- Tap Magic Link on the Log In page.
- Specify the URL from the Environment URL menu.
- Specify the user name. That is your e-mail ID, which you have specified in your Users account.
- Tap Submit. A login link will be sent to your e-mail account.
- Open your e-mail account in your mobile and tap the link. You may get a prompt if you want to log in using the CSM app or any browser.
- Select the app. The Sign in page is displayed.
- Specify the application URL, User name, and password.
- Tap Sign in.
The Home page is displayed.
Home Page
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Page
The home page is your dashboard for viewing open tickets and a list of common requests. On the Home page you can navigate to 'My Tickets' and 'Create Ticket' using the right menu icon. You can view all the open tickets and a list of common requests on the Home page.
Tap View All to view your tickets segregated based on the status such as Open, Closed, and All in an order starting from the older tickets to the most recent ones.
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Using the Service Catalog
The Service Catalog can be used to provide users with access to items that are frequently requested. Based on this, a set of predefined templates are created for the users in service catalog, to quickly create a request for various categories as mentioned below. You can view a list of service catalog items such as IT services, Human resources, Network services etc. These templates are tailor-made for different user needs. They help in routing the tickets through a predefined process, to a designated support group. By default, all service catalog categories are displayed. You can also filter the list of catalog items by categories.
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The Add Account option allows the users to add various accounts without having to log out from the existing account. For example, if the user is assigned to two different roles such as admin and analyst, this option helps to quickly switch between the accounts and perform the required task. This helps the users to experience a smarter, quicker, and hassle free navigation.
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- Tap Add Account.
- Tap Continue to add another account Or tap Cancel to exit.
- After you select Continue, you will be redirected to the a new account Login page.
- Specify the URL followed by your username and password for the other accountthis new account.
- You can also name this account using the Account Name field. This helps you differentiate between accounts in the dropdown list.
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