Setting up Your Cloud Account

From AgileApps Support Wiki
Revision as of 01:49, 28 January 2014 by imported>Aeric

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

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 the name of your product or service), and the initial password.
    For example, suppose you are at ABC Co. You decide to use "abc" as your unique subdomain.
    With that setting, you'll access your instance of the platform at http://abc.agileappslive.com
  5. Agree to the Terms of Service
  6. Click [Create my Account]

A few things to know:

  1. 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 the Service Portal. (There is a charge for internal users. There is no charge for external customers.)
  2. The very first person to open the AgileApps Cloud account becomes the first Sys Admin for the tenant. The initial admin will then create new users (internal users) and make them managers, admins, or agents. Next, customers will be added as Contacts, after which they can be invited to the Service Portal. (Or they can self-register, depending on you how you configure it.)
  3. ServiceDesk is the initial application. But once the tenant is created, additional applications can be created or installed. Those applications can share data easily, and the applications that any given user can access is determined by their User Settings.
  4. Someone who has design privileges can modify any of the applications running in that instance of the platform. But suppose you want to add, say, an HR application, and don't want to let existing users modify it--even if they are allowed to modify other applications. To accomplish that goal, you could create a different account. A user in that account could then have a completely different set of privileges. So if your original account was at http://abc.agileappslive.com, the new one could be at http://abc-hr.agileappslive.com. (You probably won't ever need to that. But now you know how, just in case.)

Thumbsup.gif

Tip:
If you are creating an additional account:

  • 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 you changed the used to log in.)
  • When creating the account, you won't be able to specify an email address you are already using in another account. But 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.