Thanks for becoming a new user of AffinityLive - we really hope you like what you see!
We've worked hard on AffinityLive to give you a tool that we hope hope can support all of the work you and your staff do for your clients - from the sales, through to project management, job tracking, timesheets, client service, and into billing, all in one, easy to use, integrated product.
Our team is always working hard to make AffinityLive better, so if you've got any feedback or suggestions on how we can improve it, we'd love to hear about it and give other the chance to contribute too. Simply visit ideas.affinitylive.com to submit your ideas!
There are two ways to log into AffinityLive - you can either log in directly with your own username and password, or if you're using Google Apps and have connected AffinityLive to your Apps domain through the Google Apps Marketplace, you can take advantage of Single Sign On so you don't have to remember another username and password!
AffinityLive is compatible with Mozilla Firefox 6 and later, Google Chrome 5.0 and later, Microsoft Internet Explorer 7 and later and Safari 4 and later and all HTML5 tablets & smartphone devices. If your preferred browser isn't in the list above, you're still welcome to give it a shot - we just can't promise that it will look superb!
In Frebuary 2012 AffinityLive updated to version 2.0. Along with this update came a radical new way of navigating with hundreds of new features. One of these features is the ability to run on HTML5 specific browsers (resolution 1024 x 768). If you have a tablet, bookmark your Dashbard, and give it a go!
The default way to log into AffinityLive is via a username and password combination.
To log in, go to your deployment, with an address like https://sample.affinitylive.com (where "sample" is the company domain name which was chosen when creating your AffinityLive deployment). The link will be in your welcome/signup email.
If you haven't logged in yet, you'll see a login box like the one below.
If you don't know your username or password, you can click on "Lost Your Password", and you'll be able to enter your email address. If the system doesn't recognise your email address, and you don't know your username, you should check with the person in your company who set up the AffinityLive deployment (they'll be the administrator, and can create users), and if you're an administrator and you've forgotten your own details, contact our help team.
If your AffinityLive deployment is linked to your Google Apps account, the login screen will look more like the one below.
Simply click on the big dark blue "Login with Google Apps" button, and after Google Apps checks you are already logged in with them (and prompting you to login again if you've timed out), you'll then be directed back to your AffinityLive deployment automatically.
Using Single Sign On via Google Apps means that instead of having to remember yet another username and password, you can securely log into AffinityLive by logging into your Google Apps account first.
An advantage of linking to Google Apps is that AffinityLive will also be assessible via the "more" link from the top left corner of your Google Apps page: as shown in the image on the right. You'll then be transported directly to AffinityLive, without the need to enter any username or password details again!
NB: If you've just signed up for AffinityLive, it may take a few hours for Google to include the AffinityLive link in your "more" area.
When you or your users sign in for the first time, they'll be presented with a details screen, which will allow them to confirm some information about themselves. Some details may be pre-filled from your Google Apps profile, such as name and email address.
After confirming your details, click "Save & Login". Please note that these details will form part of your email signature for any emails sent from AffinityLive - so it is important that they are accurate.
It is also worth noting that the features you can access in AffinityLive may be limited by your Administrator or default access controls. Please contact your AffinityLive Administrator for access to the modules/features you need.
If a picture speaks a thousand words, how much better then is a video! We've put together a 15 minute video which covers the key areas of AffinityLive - what it does, how is works, and what it can do to make life easier. If you haven't checked out our tour video, you're missing out - check it out today!
While some people are happy to work stuff out on their own, we know that you might prefer to talk to someone and be shown through AffinityLive. The good news is, we have regular, interactive demos which you can sign up to join; they're available in a range of time zones - they're free, interactive, and all you need is an internet connection and a phone.
For more information about dates and times, check out www.affinitylive.com/product/demo and join us at one of our online sessions soon.