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Activating your 30 Day Free Trial
Thanks for your interest in Mobile Office! On the Genesys Cloud platform, Mobile Office is a premium app which is free-trial enabled. This means that with a couple of clicks, you can start testing the app yourself! If you are an end-user, please contact your Genesys Cloud admin.
1. Open the Mobile Office page in Appfoundry
If you get a reseller error message after clicking the free trial button and you are a reseller or you have licensed your Genesys Cloud through a reseller, please advice the reseller to go to the following page: https://appfoundry.genesys.com/docs/resellers. Once the reseller has enabled Mobile Office for you, you will be able to start the free trial.
2. Installation Wizard
3. Activate the integration
Next, navigate to your Genesys cloud - admin page. In the 'integrations' section, Mobile Office should appear. Make sure it is activated - and if not, move the 'active' slider.
4. Refresh Genesys Cloud
5. Wizard
This will launch an installation wizard within your Genesys Cloud organisation. Run through these final steps, and you're set to go!
Alternative portal link: https://admin.idealsystemscloud.be
In case you do not see this screen and receive an error "a fetch occurred with status: 400" instead, you have insufficient permissions in Genesys Cloud for this operation. To execute this step, please make sure your user has one of the following permissions assigned: "MO_admin", "Admin" or "Master Admin".
6. Setting permissions
Congrats, you and your Genesys Cloud users are now able to use Mobile Office. The final step is to assign permissions to your users in order for them to be able to log in to Mobile Office. Go to admin → Roles / Permissions.
Please make sure that you assign the correct permissions based on the underlying Genesys Cloud license as these will determine the billing amount after the free trial.
- If your users have a Genesys Cloud CX 1-3 license -> assign permission "integration:mobileOffice:view"
- If your users have a Genesys Cloud Communicate license -> assign permission "integration:mobileOfficeCommunicate:view"
Any user who has the correct 'Genesys Cloud' permission, can now login to the mobile application using their Genesys Cloud credentials (or via SSO) after downloading the Mobile Office App from the iOS app store or Google Play Store. After the free trial, you will only be billed based on the permissions of either products that you assign to your users (see step 6).
7. One last thing: Do you have a firewall?
In case your organization has a firewall configured and Mobile Office (the app and admin page) doesn't work, you should open up the following domain: "*.idealsystemscloud.be" in order for Mobile Office to work with your firewall setup.