By going through this chapter, you will understand the Mobile Portal App’s features by each menu category, the tasks that a user can perform on the Mobile Portal App, and how to perform such tasks.

“Using the Mobile Portal App” explains the following topics:

• Starting the Mobile Portal

• Managing Processes

• Monitoring

• Using Dashboard

• Checking Notices

• Managing the System

• Managing Personal Information

Starting the Mobile Portal

This part explains the basic procedures you must take before using the Mobile Portal App.

“Starting the Mobile Portal” explains the following topics:

• Mobile Device Requirements

• Sign up

• Logging In

• Logging Out

• Checking Tenant

• Checking Server Status

Mobile Device Requirements

Mobile Portal is optimized for the vertical screen of the mobile Chrome browser with a resolution of 412 * 869 (Galaxy Note 10) or higher. Therefore, an abnormal operation may occur if the connection environment differs.

Sign Up

1. Access the Mobile Portal. The Mobile Portal access link is available to the site manager.

2. Click Sign Up at the bottom of the login page. You will be directed to the "Sign up" page.

3. Enter the personal information required for registration. The tenant can check with the site manager about the additional information items.

4. Click Save . An initial password will be sent to the email address you entered.

Logging In

You can log into the Mobile Portal App by entering your account ID and password on the login page.  Tap the sign-in link for your first login.

To log in to the Mobile Portal App, complete the following steps:

1. Go to the login page of the Mobile Portal in your web browser. For the exact address of the login page, contact your system administrator.

2. Enter your account ID and password.

   To have your app remember your account ID for the next login, select the Save ID checkbox.

3. Select a tenant.

4. Click Login

   If you have forgotten your account ID or password, click Find ID/Password .

Find ID

Enter your name and email address to find the account ID you have forgotten.

Find Password

Enter your account ID and email address to find the password you have forgotten.

When you log in successfully into the Mobile Portal App, the main page will be displayed.

2-Factor Authentication

Two-factor authentication is possible according to the server settings (Using Tenant Portal - 10. Manage Settings) option (Administration Policy - 2-Factor Authentication).

Email is provided as the primary authentication method. SMS and KakaoTalk are displayed depending on your settings and whether the mobile phone is authenticated.

Logging Out

Click Menu > Logout.

Changing Tenant

You can change the tenant.

Click Menu > [Current Tenant Name]

Checking Server Status

You can have an overview of version information of all currently running servers. This information is defined by dividing each service's module-specific certificate name.

Click Menu > About

Checking Notice

If the administrator registers a notice, you can check the notice.

Click the Notices button at the top right of the Mobile Portal. If there is a new notice, a number is displayed below.

If there are two or more notices, you can check them through the arrow below.

Checking Dashboard

A dashboard function is provided so that users can understand the current status. When you log in, the initial screen is displayed.
Click Menu > [Brity RPA] Logo

"Dashboard" consists of:

• Bot operating statistics

• Weekly job success status

• Process statistics

• Job success rate

• Real-time job status

• Process performance status per bot

• Process execution time statistics

You can move by selecting the left and right arrows on the screen or dragging the screen. Also, depending on the type of dashboard, you can choose a date to view the data.

Managing Processes

The users can activate the projects and process flows designed via RPA Designer, and deploy them.
An activated process can be assigned to an RPA Bot and be executed as a new job.
The Mobile Portal provides two features that enable users to activate and distribute projects/process flows: Project List and Process flow List.

“Managing Processes" explains the following topics:

• Managing Project List

• Managing Process Flow List

Managing Project List

You can perform a wide range of tasks to manage projects. For example, you can test the projects after viewing the process details under the project.

Project List

You can check the list of projects added to the server.

Click Menu > Project List

You can check the list of projects.

Viewing Process Details

You can select a project and search specific details via the search feature.
After selecting a project, you can use the search function to search for resources within the selected project.

You can check the overall details of a process or task by clicking the process tile.

Executing the Project

You can execute the project by clicking on the blue rocket icon in the process tile.

Managing Process Flow List

You can perform various actions to manage  the process flow. For example, you can test the projects after viewing the process details under the process flow.

Process Flow List

You can check the list of projects added to the server.

Click Menu > Process Flow List

You can check the list of process flows.

Viewing Process Details

After selecting a process flow, you can use the search option to search for resources within the process flow chosen.

You can check the overall details of a process or task by clicking the process tile.

Executing the Process Flow

You can execute the process flow by clicking on the blue rocket icon in the process tile.

Monitoring

You can monitor the operation status of RPA process, and manage bots through Mobile Portal App. By monitoring the execution, you can have an overview of process/bot execution status, check errors, and improve work automation efficiency.

“Monitoring" explains the following topics:

• Monitoring Bot Operation Status

• Monitoring Job Execution

• Monitoring Process Flow

Monitoring Bot Operation Status

You can monitor the status of operating bots and control the bots.

Click Menu > Bot Status

View Bot Details

Select a bot displayed in the list to view the bot details.

Bot Performance History

You can see the performance history of the bot by clicking the below highlighted icon.

Pausing Bot

You can pause the bot by clicking the pause button of the running bot.

Monitoring Job Execution

You can monitor the job execution history of all jobs performed.

Click Menu > Job Execution History

Check Job Details

Click the job execution history to check the detailed information about the job.

Monitoring Process Flows

You can monitor the process flow execution status.

Click Menu > Process Flow History

View Process Flow Details

You can check the details of the process flow. 

Click a process flow in the Process flow history to view the details.

Checking Process Flow History

You can check the details of the process flow. 

To check the process, select Process Flow History.

Checking Process Flow Script

You can check the process flow script code.

Click the process flow Script in the details window to check the process flow.

Managing the System

The User can manage necessary assets for operating RPA solution.

"Managing the System" explains the following topics.

• Managing Shared Resources

Click Menu > Shared Resource

Managing Shared Resources

You can manage common resources that RPA designers and RPA bots can use in common. Shared resources can be managed according to group permissions, and secure data is encrypted.

Click on Shared resource under System to enter the shared resource management.

Shared resource management

You can view the list of shared resources.

Adding Shared Resources

You can add shared resources to use in RPA Solution.

To add a shared resource, complete the following steps:

1. Click System > Shared Resources > Add . The "Add Shared Resource" pop-up window will be displayed.

2. Enter the properties, and then add the resource by clicking Select File.

   File or string types are supported for shared resources and can be set to Secure data or Credential.

   If you select string or credential among classification and security data among types, special symbols can be entered in the value input field. When selecting the general type, some special symbols (<, >, &, ", ') cannot be entered.

3. Use tag for searching.

4. Click Save.

5. Click OK on the save complete pop-up window

The shared resource has been added.

Searching Shared Resources

You can enter conditions and search registered shared resources.

To search a shared resource, complete the following steps:

1. Click System > Shared Resource > Detail Search .
2. Enter search conditions.

3. Click Search

Shared resources that match the set conditions are displayed. To reset the search conditions, click Reset.

For details about each shared resource, click the name of the shared resource in the list.

Managing Shared Resource Permissions

Shared resources displayed on the Shared resource management screen are those within your permissions. You can set permissions for the resources on the list.

From the list of resources displayed on the "Shared Resource," select the resource owner to change the permissions. The "Change Owner" pop-up window will be displayed.

Editing Personal Information

You can change your personal information, such as name, position, phone number, and password.

"Editing personal information" explains the following topics.

• Checking Personal Information

• Editing Personal Information

• Deleting Account

Checking Personal Information

Follow the steps below to view personal information.

1. In the Mobile Portal, select Menu > [Profile] .

2. The "Personal Information" pop-up window is displayed.

Editing Personal Information

Follow the steps below to edit personal information.

1. In the Mobile Portal, select Menu > [Profile] .

2. The "Personal Information" pop-up window is displayed. Click Update.

3. Edit information you want to change.

   To change Messaging Service, photo, and password, click Messaging Service, Change photo, Change password, respectively.

4. Click Save .
5. Click OK on the save Confirmation pop-up window .
6. Click OK on the save complete pop-up window.

Your personal information has been updated.

Change phone

Depending on the server settings, authentication may be required when entering a mobile phone. (For setting method, refer to setting management of tenant portal)

The input part is deactivated with text showing whether the mobile phone is verified or not.

Mobile phone authentication via SMS is possible.

Messaging Service

You can get a messaging service for each situation. The menu displayed may vary depending on SMS and KakaoTalk settings, mobile phone authentication status, permissions, etc.

Deleting Account

To delete your account, please follow the steps below.

1. In the Mobile Portal, click Menu > [Profile] .

2. The "Personal Information" pop-up window is displayed. Click Delete account.

3. Click OK on the "User Delete" pop-up window .