Using Inside on the go
insideBase and insideCRM are built for iOS and Android as separate store apps from a common native core. After selecting the workspace, the app only shows modules that are active for product, client and personal permission.
Notification and security
- Open the app suitable for the workspace: insideBase or insideCRM.
- Sign in with username and password or the offered Microsoft/Google SSO.
- If necessary, confirm two-factor authentication and select the workspace.
- Activate biometric unlocking only on a personally protected device.
Session, tenant, and setup status are stored in secure device storage. Switching workspaces cannot change between insideBase and insideCRM; use the corresponding app instead.
Navigation and functionality
Depending on enabled modules and permissions, email, calendar, chat, calls, and the dashboard are available as main tabs. If no dashboard is active, tickets may appear as the center tab. Additional areas are available from the workspace navigation.
insideBase focuses on the shared workspace with dashboard, contacts, tasks, tickets, calendar, communication, files, and password safe.
Administration areas appear only with management.read, users.manage, or settings.manage. Write actions additionally require the corresponding module permission.
Offline use, files, and device permissions
The apps use local caches and queue supported offline changes. An offline banner indicates a missing connection. Pending uploads resume when the connection returns. After synchronization, verify that the action completed successfully.
Files can be selected, photographed or scanned as a multipage PDF. For this, the operating system asks for camera, photo or file access. Only allow the access you need for the specific action.
Push, Chat and Calls
Push notifications can open the relevant email, chat, ticket, or call context. iOS also uses native VoIP and call interfaces for telephony. Notification, microphone, and call permissions can be revoked in system settings; the affected function will then be limited.