Documentation · For everyone
User guide
How to sign in to your apps and sign out again. You need the portal address, your email address and a password.
01 /The portal
The portal is the home page for your apps. The administrator gives you its address, usually http://SERVER:8080/. If the administrator has enabled HTTPS, use https://SERVER:8080/. The old HTTP address redirects automatically. SERVER is the server’s name or IP address. Bookmark the portal and always open your apps from there.
The portal’s “IT area” link opens the engine console for people who manage apps. The administrator assigns these people the Owner or Admin level. A regular account can use the portal and apps only.
02 /Signing in
- Open the portal and choose “Sign in”.
- Enter the email address and password that the administrator gave you.
- The portal shows the apps you can use. Before you sign in you see only the apps open to everybody; the others appear after the sign-in, and the portal does not say how many others there are.
- If you have two-factor authentication, after email and password you write the six-digit code the app on your phone gives you (or a backup code). The code is also needed to enter the console.
You can see and open public apps without signing in.
03 /Opening an app
Select the app’s tile. It opens with you already signed in. The first time you open it, the app recognizes your email address and assigns its starting role. If you need a different role, ask the administrator or the person responsible for the app.
Inside an app, the “Portal” link takes you back to the home page.
04 /Trying an Excel or CSV file
If your portal home page has an “Import preview” tile, sign in and upload an Excel file (including the older .xls format) or a CSV. You can preview its columns, data types and first rows. The preview does not import the data and the file is deleted automatically after two hours. Use it to prepare a file before asking the administrator to load it into an app.
05 /Signing out
Select “Sign out” in the portal to end your session across all apps. “Sign out of all sessions” in your profile also closes sessions on other computers.
If an app has its own “Sign out” button, use the portal’s button anyway: it ends your session in all apps. Always sign out before leaving a shared PC.
06 /Troubleshooting
| Message or situation | What to do |
|---|---|
| “Incorrect email or password.” | Check that you are using the right email address. If you have forgotten your password, ask the administrator to reset it. |
| “Too many attempts: try again in a few minutes.” | After several failed attempts the portal temporarily blocks sign-in. Wait a few minutes and try again. |
| “Email, password or code not correct.” | Check the email, the password and, if you have two-factor authentication, the code. With two-factor authentication, five wrong codes in 15 minutes stop the code for 15 minutes. |
| “Your account is disabled: please contact IT.” | Your account has been suspended. Contact the administrator. |
| “You don't have access to this application.” | You have not been granted access to this app. Ask the administrator if you need it. |
| “The application is starting, try again in a few seconds.” | Wait a few seconds, then reload the page. |
| “The application is updating to its new settings, try again in a few seconds.” | The administrator just changed the app’s settings. Wait a few seconds, then reload. |
| “The application has been stopped by IT.” | The app is offline for maintenance or is no longer in use. Ask the administrator. |
| “The application isn't responding right now.” | Try again shortly. If the message persists, let the administrator know. |
| “The application's session doesn't match yours: reload the page.” | Reload the page. This can happen if another person previously used the same browser to sign in. |
| The app asks for your email and password again | You may have opened the app using a different server address from the one used for the portal, such as the server name instead of its IP address. Close the app and reopen it from the portal. |
07 /Your profile
Select your name in the portal or console to open your Profile. You can change your display name (also used in your apps), language, theme (light, dark or system) and password. Changing your password closes your other sessions. Your profile also lists the apps you can access and your role in each. The administrator handles email changes. If you think someone is using your account on another PC, choose “Sign out of all sessions”. Console users can also choose a layout here: “Left sidebar” or “Top menu”.
The portal greets you (“Good morning, Anna.”) and shows your apps as tiles.
In the Profile you also turn on two-factor authentication. Whoever uses the console sees there the open console sessions and can close one or all the others; the console closes by itself after a while without use (30 minutes by default) and then asks for the password again.
08 /Your password
Keep your password to yourself. On your first sign-in with a password supplied by the administrator, the portal asks you to choose a new one. Use at least eight characters, or the minimum set by the administrator, with an uppercase letter, a lowercase letter, a number and a special character. The requirements are checked off as you type. You can change it at any time using “Change password” in the portal or on your Profile page. If you think someone else knows it, change it immediately. If you forget it, ask the administrator to reset it.
09 /Language
The portal supports English and Italian and initially uses your browser’s language. Use the selector at the bottom of the page to switch. You can also set your language and theme in Profile. Apps that follow the portal preference, including the “Parts price list” sample, use the same language.