- How to configure your AssureGO+ mobile app and web portal
You can use this article to help with setting up or editing an instance of the AssureGO+ mobile app, or the Web Portal.
The AssureGO+ mobile app is a progressive web app (PWA). A PWA looks and works similar to a native app, however it does not have to be downloaded from an app store, but can be accessed via a URL on any device. Users can install it as well to appear on their home screen. AssureGO+ is the default mobile and web application integrated with Assure, and offers both online and offline capabilities.
The Web Portal is also accessed via a URL, but primarily designed to be accessed on desktop. Whereas the Web Portal can be used to submit records and view documents, the functionality is limited compared to AssureGO+. It is recommended to primarily use the Web Portal to access and download Quick reports.
For simplicity, this article will primarily refer to AssureGO+ only, functionality applies to both AssureGO+ and the web portal unless otherwise stated.
This article includes the following sections:
- Navigating to Portal Dashboard
- Overview of the Portal Dashboard
- How to create a new AssureGO+ App
- Configuration Settings
- Language and Learn Integration Settings
For more information on adding content to your AssureGO+ app:
[Managing Quick Reports and IP Restrictions (Web Portal Only)]
[How to Add and Organise Content in Your AssureGO+ Portal]
[Customising Branding and Accessing Your Portal]
NAVIGATING TO PORTAL DASHBOARD OVERVIEW AND CONFIGURATION OPTIONS
To get an overview of all your AssureGO+ mobile apps and Web Portals navigate to:
Settings > Portal > Portal Dashboard
Your Portal Dashboard view includes details of all of your AssureGO+ apps and Web Portals.
It displays the title of the AssureGO+ app or Web Portal, the type of access, as well as the number of Forms, Documents, and Modules (Records) shown on the portal.
To edit an existing AssureGO+ app or Web Portal, click the menu cog and select Edit.
To create a new AssureGO+ App, click +New.
After Clicking +New, you will be presented with the following configuration options:
The Enabled checkbox needs to be ticked for AssureGO+ to be active.
The Show AssureGO+ link Login Page checkbox if ticked will show the link on the Assure Login page.
The AssureGO+ Access selection allows the selection of access:
- No Authentication Required – all users will be able to access AssureGO+ without the need to log in
- Authentication Required – only users that have an AssureGO+ login will be able to access the mobile app, they must log in in order to access the content
- Authentication Optional – all users will be able to access AssureGO+, there is an additional option within AssureGO+ to log in to access further functionality
WARNING! Authentication only applies to AssureGO+. Users are not able to log in to the web portal.
Changing the configuration to No Authentication Required means users will not have the option to log in. This means they will not have access to additional functionality such as managing actions assigned to them, and seeing their training (if the Learn integration is in use).
Changing the configuration to Authentication Required will restrict the users who are able to use AssureGO+ as they will require a log in to access it. Those who do not have a log in will no longer be able to access this instance of AssureGO+. This will also remove the Web Portal and the functionality specific to it. This includes quick reports and filtered quick reports, and IP address restriction.
Changing the configuration to Authentication Optional will allow users who do not have a log in to access AssureGO+, and the Web Portal will still be available. If users log in they will have access to additional functionality, such as managing actions assigned to them, and seeing their training (if the Learn integration is in use).
Ensure users are set up in user management first and have had their login details communicated before changing the access type.
The Portal key is the key used in the URL to navigate to either AssureGO+ or the Web Portal.
Selecting a Portal key will automatically create your AssureGO+ URL as well as a QR code to share for access AssureGO+.
If you change the portal key, users will need the new link to access it. It will also stop users from being able to submit any outstanding submissions due to the link being changed.
The Title is the name of the AssureGO+ App or Web Portal. This will appear at the top of the app.
The Show Welcome Message on Portal checkbox needs to be ticked to show the Welcome Message on the AssureGO+ App or Web Portal.
The Portal Welcome Header allows you to type a header for your welcome message.
The Portal Welcome Message allows you to type a welcome Message.
The Dashboard Date Format allows you to select a default date format from the dropdown list.
The Can User Change Date Format checkbox if ticked will allow AssureGO+ users to change the date format.
The Default Org Unit is the org unit that will appear, by default, when a user creates a new submission via the AssureGO+. Please note this will be affected by specific form settings. It also controls which modules (records) and documents are visible.
The Cascade checkbox controls which publish modules (records) and policies (documents) are visible. If unchecked it will show records in the default org unit only. If checked it will show records in the whole org structure.
The Masked Parent option allows you to limit the number of Org Units the Users can see and select from your Org structure, and will restrict visibility of published modules (records) and documents.
The Web Portal Submission Message is the text that is shown to a user once they have successfully submitted a record to the system. This not available on AssureGO+, it only applies to the Web Portal.
Show return link on success page provides the user with a link to the return to the home page when they have completed a submission. This is not available on AssureGO+, it only applies to the Web Portal.
The Default Language option allows you to set the default language for users. You can select any of the languages you have enabled in Assure. This selection defaults to use system default when a new AssureGO+ App is created. User system default refers to the language set in Settings > System Settings > Default Customer Language.
The default language selected will automatically load the first time a user accesses this instance of AssureGO+. Users are still able to manually change their language within settings in AssureGO+. This will only override the default language for this specific app and will not change back based on default settings.
What happens if I change the default language?
- If the user had previously accessed AssureGO+ but did not change the language, they will see the app in the new default language.
- If the user had previously accessed AssureGO+ and changed the language, this change will remain in effect.
Show training from Learn allows users to see training allocated to them and access Learn to complete it. This option is only available:
- On AssureGO+, this does not apply to the Web Portal
- The Learn integration must be in use and users have training allocated to the through Assure
- Either Authentication Required or Authentication Optional is selected
- Users must log in to AssureGO+ to view their training