Setting-Up Pocket Secure App 2.0 for Clients
I-B

Iris - BraveSecurity.com.au

Created Feb 14, 2024

Setting-Up Pocket Secure App 2.0 for Clients

25
    a

The client needs to download the new Pocket Secure 2.0 app on their smartphone. They should then create a brand new Pocket Secure 2.0 account, avoiding the use of their existing 1.0 account. Upon opening the app for the first time, they should click on "Setup New Account" after the login prompt. Next, they will need to enter their email and choose a password. Finally, they should check their email for a verification link and click on it to verify their new account. After verifying their new account they can go back into the Pocket Secure 2.0 app and log in.

8 Steps
1

Next we need to link them to the Permaconn account in Atlas.To do this go to the Fleet Tab. Click on Fleet

Next we need to link them to the Permaconn account in Atlas.

To do this go to the Fleet Tab. Click on Fleet
2

Click on Search across multiple columns.

Click on Search across multiple columns.
3

Type the client's account number, or name...

Type the client's account number, or name...
4

Click on !

Click on !
5

Click on Pocket Secure 2.0

Click on Pocket Secure 2.0
6

Click on Invite New User

Click on Invite New User
7

Admin then needs to type the email address into the "Email Address(es)" field that the client used to log in on their newly installed Pocket Secure App. Lastly Click on "Send PAiring Code"

Admin then needs to type the email address into the "Email Address(es)" field that the client used to log in on their newly installed Pocket Secure App. Lastly Click on "Send PAiring Code"
8

The client will then receive a Pairing Code onto their email and needs to input it into the Pocket Secure App.There will be also an option in there you can click on to make that user an Admin. This will allow them to invite their own new users and generate their own paring code

Well done!
Create how-to guides like this in a snap. Get Tango now.