Difference between revisions of "Setting up Your Cloud Account"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 1: Line 1:
Think of the {{EnterpriseBrand}} as an office building. Each ''tenant'' in the building is a company, and each tenant has an ''account'' with the provider of the building. To get started, then, you create a {{BrandName}} account, which establishes your ''tenancy''.
To get started, then, you create a {{BrandName}} account, your instance of platform "in the cloud".


Your organization may have multiple members, you will have external ''customers'' that you service--whether your organization is an entire company, an internal department, or just yourself. Similarly, your {{BrandName}} account can have multiple internal users who interact with the platform, in addition to external customers who can view parts of it through a ''portal''. (There is a charge for internal users. There is no charge for external customers.)
Note that your organization may have multiple members, and you will more than likely have external ''customers'' that you service--whether your organization is an entire company, an internal department, or just yourself. Similarly, your {{BrandName}} account can have multiple internal users who interact with the platform, in addition to external customers who can view parts of it through a ''portal''. (There is a charge for internal users. There is no charge for external customers.)


The very first person to open the {{BrandName}} account creates the new tenant. That person becomes the first [[Sys Admin]] for the tenant. After that, additional users can be created, invited, or self-registered. Those users can be given the default privileges for admins, managers, or agents, or they can be given a specific set of individual privileges that you decide on.
The very first person to open the {{BrandName}} account becomes the first [[Sys Admin]] for the tenant. After that, additional users can be created, invited, or self-registered. Those users can be given the default privileges for admins, managers, or agents, or they can be given a specific set of individual privileges that you decide on.


[[ServiceDesk]] is the initial application. But once the tenant is created, additional applications can be created or installed. The applications that any given user can access is determined by their [[User Settings]].
[[ServiceDesk]] is the initial application. But once the tenant is created, additional applications can be created or installed. The applications that any given user can access is determined by their [[User Settings]].

Revision as of 00:19, 25 January 2014

To get started, then, you create a AgileApps Cloud account, your instance of platform "in the cloud".

Note that your organization may have multiple members, and you will more than likely have external customers that you service--whether your organization is an entire company, an internal department, or just yourself. Similarly, your AgileApps Cloud account can have multiple internal users who interact with the platform, in addition to external customers who can view parts of it through a portal. (There is a charge for internal users. There is no charge for external customers.)

The very first person to open the AgileApps Cloud account becomes the first Sys Admin for the tenant. After that, additional users can be created, invited, or self-registered. Those users can be given the default privileges for admins, managers, or agents, or they can be given a specific set of individual privileges that you decide on.

ServiceDesk is the initial application. But once the tenant is created, additional applications can be created or installed. The applications that any given user can access is determined by their User Settings.

To create a new account:

  1. Go to http://agileappslive.com
  2. Click Sign In.
  3. Under Sign Up, choose Click here to create a trial account instantly.
  4. Fill in the registration information, including an email address, a unique subdomain (typically your company or product name), and the initial password.
  5. Agree to the Terms of Service
  6. Click [Create my Account]

Thumbsup.gif

Tip:
For users who are creating a second or third account for a different set of users:

  • The email field becomes both the username and the email address for the initial user. But once the user is created, either or both values can be changed. (When you log in, you will be associated with the same user record, even if the values provided when logging in are different.)
  • If you are creating a second account for a different set of users, you won't be able to specify an email address you are already using in another account. But no matter. As long as the email address has the right form (x@y.com), you can still create the account. You won't see the initial welcome message, but you don't need that message to log in. (You have just specified the URL, username, and password. Nothing more is needed.)
  • Once the account has been created, you can change those values:
    1. Log in
    2. Go to {YourName} > Personal Settings > My Information
    3. Change the username, email address, or both.