Once all the prerequisites related to the software and your system environment are fulfilled, the
deployment of CSI API and CSI Mobile will proceed step by step as follows:
Activation actions required from the power user
CSI will start the process by activating your organization in CSI API.
After that, you as a power user need to take the following steps to finish the API deployment, to get CSI Mobile into your own use and to be able to invite your colleagues to use CSI Mobile.
1. Account Onboarding to CSI API
You will receive a welcome email from no-reply@csihelsinki.app, asking you to confirm your account for CSI API.
Note that the email may end in your Junk E-mail folder. In that case, right-click the email message and select Block > Never Block Sender’s Domain to get the next messages to your Inbox.
Click on Confirm.
The Confirm button directs you to a web page which recommends Entra ID authentication.
If possible, choose that option and authenticate to Entra ID as usual.
In case you authenticate with Entra ID or Google ID, you will be redirected to Entra ID or Google authentication pages.
Otherwise, you can authenticate with an email and password combination.
In that case, your password must be at least 12 characters long and contain at least one special character.
Once you have successfully authenticated, you’ll receive confirmation of a completed onboarding.
Next, you receive an email confirming that you are the CSI API power user in your organization.
If you used email to authenticate, you’ll receive another email asking you to verify your email account,
You can now download the CSI Mobile app to your mobile device and start using it.
If you wish to invite other users to use CSI Mobile, please ask the CSI support to install to your CSI database a plugin that enables it.
2. Authenticating the API in the CSI software
This step is necessary to enable user invitations, notifications etc.
- Log in to the CSI software.
- Go to the Settings > Business Units.
- On the ribbon, click on “Authenticate CSI API”.
- You are directed to the verification page where you should use the same credentials as in the Account Onboarding step.
- Now, authorize the CSI Software App to have access to your CSI database.
3. Inviting other users to CSI API
Now you can start to invite other users to CSI API to take CSI Mobile into use.
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In the Settings of the CSI software > Users, choose the users you wish to invite and click Send Organization Invitation on the ribbon.
- Verify the users and accept the confirmation.
- The invited users will receive welcome emails and need to take the same onboarding steps as you did. Once done, users can download CSI Mobile from their app store, and authenticate to login with their Microsoft or Google authenticator.
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