Setting up Your Cloud Account

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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]

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Tip: The company name you specify becomes the platform title in the browser. You can change that later by going to the Service Portal settings and changing the Title. You can also change the company logo and banner colors there. (Those changes affect all applications running in your virtual platform.)

Learn More: Application Branding

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. When you're testing, one sys admin is all you need. But when the application(s) you run become part of your business, it's a good idea to have at least one other system admin, in addition to the account holder. That way, there is always someone available to take care of users.
  4. Even if there is only one sys admin, make sure that there are at least 2 email addresses to receive system notifications in Company Information#Email Settings. Messages are sent to those addresses, for example, when a credit card is due to expire. Once it expires, a 5-day grace period begins, and a notices are sent every day until the grace period is over. Adding additional addresses helps to ensure that someone is always available to act on such messages. (Should you ever need to change it, go to the Subscription Summary page.)
  5. 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.
  6. Any user who has designer privileges can create as many apps as they want, and can modify any application running in their cloud platform. Occasionally though, you may want an application to be "off limits" to those designers. (For an HR app, for example.) You can achieve that goal by creating another account. A user in that account would then have a different login, and could 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 may never need to that. But now you know how, just in case.)

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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} > My Settings > My Information
    3. Change the username, email address, or both.
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