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- Dedicated home screen dashboard designed to help users view open tickets and quickly create requests using top items from the Service Catalog.
- Leverage the Service Catalog and a simplified 2 step ticket creation process to guide end users through creating a well formed request. My Tickets page shows end users their open and closed tickets allowing them to search and filter them.
- The ticket detail page gives users a simplified view of a ticket including a dedicated area to see just the conversation between the end user and the support team.
- The Outstanding Items workspace shows users their open approvals, reviews, and surveys (service feedbacks) allowing them to swipe or tap to approve them and keep the process moving forward.
Downloading the Mobile App
To download the mobile app, you must perform the following steps:
- Download the mobile app. The mobile is available for android and iOS user 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
Contact the application administrator to gather the login information such as user name and password. Log in to the Cloud Service Management mobile app using the following two options:
Authentication using Application Credentials
Follow these steps, to log in to the mobile if single sign-on is not configured:
- Specify the URL. It is the Cloud Service Management URL.
Specify the User Name.
- Specify the Password.
- Tap Sign in.
Log in Using Magic Link
The Magic Link process provides an easier authentication experience for users using Single Sign-On (SSO) or a 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.
If the user logs out of the mobile app, it will remove the magic link association with the app. The user can then use a username/password to login to Cloud Service Management or request a new Magic Link.
If your mobile device opens the magic link in your mobile app browser, try clicking the URL in the browser to see additional options. In Safari on iOS, the user can open the mobile app from there and the Magic Link process will complete
Follow these steps to log in to the mobile app using the magic link:
- 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
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....