ADMINCONTROL FOR END USERS STEP BY STEP QUICK GUIDE THIS GUIDE IS UPDATED FOR WEBBVERSION 4.0 AND IOS APP-VERSION 4.1

Transcription

1 ADMINCONTROL FOR END USERS STEP BY STEP QUICK GUIDE THIS GUIDE IS UPDATED FOR WEBBVERSION 4.0 AND IOS APP-VERSION 4.1 W W W. A D M I N C O N T R O L. C O M

2 TABLE OF CONTENTS HOW TO REGISTER 3 THE WEB APPLICATION 4 LOG IN 4 USING THE WEB APPLICATION 5 ELECTRONIC SIGNING 7 SECURE MESSAGING 8 THE ios APP 9 DOWLOAD THE APP 9 LOG IN 9 USING THE APP 10 W W W. A D M I N C O N T R O L. C O M

3 3 HOW TO REGISTER You will first receive an from the company administrator of the relevant portal. Simply click on the registration link. Please note that there is a time-limit set for the expiration of the registration link. If the link expires before you register, please contact your administrator. b. If you are a new user, tick the second box and press CONTINUE. Fill out your contact details. Remember to use the correct country code. a. If you are using Admincontrol already, tick the first box and press CONTINUE. You will then have single sign-on to your portals.

4 4 Set your preferred password. The password must consist of minimum eight (8) characters, including one uppercase, one lowercase and one number. We recommend ticking all boxes under Subscriptions. You can easily change these settings later. Secure Messaging notifications allows you to receive an if a colleague sends you an encrypted message in the portal. THE WEB APPLICATION LOG IN Having registered and created your user, you will now be sent to the portal log in page. Make sure to bookmark this page in your browser. You can choose to log in via your web browser or use our ios app for ipad and iphone (see detailed explanation in the last part of this quick guide). 4. Push the CREATE USER -button to create your user account. Fill in your username and password to log in. If your administrator has chosen two- factor log in authentication, an SMS code is required. You will receive the code on your mobile number. Enter the code as requested.

5 5 USING THE WEB APPLICATION Every portal is customised. It has its own branding and a tailored setup of tabs on the left-hand. It will typically look something like this: You have now entered the Board of Directors document area and can navigate through folders and files as you wish. Push a tab on the left hand side that applies to your function or contains the documents you are looking for. You may for example have a Board of Directors -tab.

6 6 4. Once you have entered a folder that contains the documents you are looking for, you can: a. Read a document directly in the portal. b. Take personal notes and more. c. Download a copy of the original document to your computer (if allowed by your administrator). d. Merge all documents and print them in order. 5. If your administrator has prepared meetings, you can push the Meetings tab and find quick-links to access documents to the various meetings. 6. If your administrator has prepared a Board Book (meeting book) you can access it by first clicking the meeting title. You will then be able to choose between opening just the agenda, or opening the entire Board Book.

7 7 ELECTRONIC SIGNING Admincontrol offers the option to sign documents electronically. The administrator can send you a signature request using , SMS or Push. After clicking Sign, the following dialogue will appear. Choose your authentication method (Norwegian or Swedish BankID, NemID or TUPAS) and enter your Social Security number. Clicking the web access link will take you to this page. Here you can choose to sign the document, or reject the signature request. After authenticating, your electronic signature will be performed and confirmed. You will find all your signed documents in the Signature tab.

8 8 SECURE MESSAGING The Admincontrol app provides the option to send Secure Messages to other users. All messages sent and received will be available under Messages in the lower right corner. You can choose to send a message by itself or with an attached document. To do so you press the Secure Message icon when you have the document open. This also allows you to send annotated pages to other users for them to see.

9 9 THE ios APP DOWLOAD THE APP Go to App Store on your ipad or iphone. Search for Admincontrol and download the app. You may need to have your Apple ID password available. When the app is downloaded, you will find it on your desktop. LOG IN Click on the app and a welcome guide will take you through some important messages. On first time log in you will be asked to log in with your and chosen password. If the portal is set up with two- factor log in authentication you will be asked to enter the SMS code. After this you will be prompted to select a keyword. You will need this keyword to enter the application when you have no Internet connection and to be able to work in the app in an offline modus.

10 10 In the next step, you may be asked to activate log in with Touch ID. Simply scan your thumb on the home button of your device. Touch ID will then replace keyword. USING THE APP From the home page, you can always sync the application to make sure that you have access to newest documents. Syncing will require your full log in with username and password. 4. We recommend that you allow notifications from the app so that you can receive messages from your administrator when new documents are available. You can navigate through the portal s folder structure which will be the same as in the web application.

11 11 You can also navigate through meetings and attached documents if your administrator has created any. 5. You can now click on a document to open it, and press the orange arrows icon to enlarge the document. 4. Once you have located the folder that contains the documents you are looking for, you can press the arrow with a circle to make all the material in the folder available for later offline access.

12 12 6. You can also take personal notes in the document by activating the annotation tool. 7. If your administrator has created a meeting book (Board Book), you can access it by clicking the meeting title in the Meetings tab at the bottom of the screen. Click the download icon in order to download the meeting book with all attachments. After the meeting book has been downloaded you can navigate between attachments using the left hand panel. You can also make personal notes on each individual attachment using the annotation tool.

13 PLEASE CONTACT US IF YOU NEED FURTHER HELP OR ASSISTANCE W W W. A D M I N C O N T R O L. C O M