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User Setup

This guide walks you through the complete process of setting up SQL Mobile Connect users and configuring the mobile application on user devices.

Overview

The setup process consists of two main parts:

  1. Administrator Setup - Creating users and passkeys in SQL Account
  2. User Setup - Registering passkeys and installing the mobile app

Part 1: Administrator Setup (SQL Account)

Step 1: Create a New Agent

  1. Navigate to ToolsMaintain Agent...

  2. Click Create New Agent

  3. Fill in the agent details and click Save

    Create New Agent

Step 2: Create WebApp User

  1. Select Create WebApp User from the agent options

  2. A dialog box will appear showing "User is created"

  3. Click OK to confirm

    Create WebApp User

Step 3: Generate Passkey Registration

  1. Click the + Button under the Passkey window

    Add Passkey

  2. A registration screen will appear with:

    • Copy Link button (highlighted in red box)
    • QR Code for mobile scanning

    Passkey Registration Options

  3. Share either the link or QR code with the user for device registration

Step 4: Configure Passkey Nickname

  1. Enter a descriptive Nickname for this passkey

  2. Click OK to save

    Rename Passkey

Step 5: Verify Setup Completion

The new passkey will now appear under your agent, confirming successful setup.

Passkey Added Successfully


Part 2: User Setup (Mobile Device)

Users can access the registration in two ways:

  • Click the provided link
  • Scan the QR code with their mobile device

Access Registration

Step 2: Register Passkey

  1. The registration screen will appear on the user's device
  2. Click Continue to proceed with passkey registration
  3. Follow the device-specific authentication prompts (fingerprint, face ID, etc.)

Step 3: Install Mobile Application

After successful passkey registration, users will see the installation screen:

Installation Screen

Installation Instructions by Platform

  • Android: Click MoreInstall App
  • Windows: Click Install App
  • iOS: Click ShareAdd to Home Screen

App Installation

Step 4: Access the Application

Once installed, the SQL Mobile Connect app will appear on the device's home screen.

Alternative Access Methods

Users can also access the application by:

  • Copying the provided link (red box)
  • Scanning the QR code for quick access

Alternative Access

Step 5: Start Using SQL Mobile Connect

App Ready App Interface

The setup is now complete! Users can begin exploring and using the SQL Mobile Connect application.


Next Steps

After successful setup, users can:

  • Access real-time business data
  • Generate reports on mobile devices
  • Sync with SQL Account system