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View, edit, or remove devices by navigating to Settings > Integrations App Setup > Events > Devices.
- User– user associated with the device
- Username– username associated with the device
- Groups– number of groups the device is in; click to view
- Type– type of mobile device used
- Date Joined– date the device was activated
- Status– device statuses; Pending (device not authenticated), Active (device authenticated and ready to use), Disabled (device authenticated but disabled in Lead Liaison)
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End users access the mobile app through an invitation. The invitation contains an authentication code the user will user to activate their device.
Individual Invitations
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You can send Invitations to many users at once using Bulk Invitations. To send a Bulk Invitation
- Navigate to Settings > Integrations App Setup > DevicesEvents
- Click on the Invitations tab
- Use the drop-down menu in the top-right to download the Bulk Invite CSV Template
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If a user loses their authentication code, admins or other profiles with the right permission can retrieve them. To retrieve the code
- Navigate to Settings > Integrations > DevicesApp Setup> Events
- Click on the Invitations tab
- Use the Search icon to find the right user
- Click on the Eye symbol below their name to reveal the code.
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Once a user has activated their device, you can edit their device settings using the action menu on the right in Settings > App Setup > Integrations Events > Devices.
Use the trashcan icons to delete the device from your system. Deleting a device will also prevent the user from accessing the mobile app.
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