This article will take you through the Desktop(InView) Application User Experience
This will review
- Launching for First Time – Initial Login
- Normal Login
- Using the Desktop Application
The options described in this article can be influenced or changed based on the way your organization has chosen implement the Korbyt Desktop(InView) application. For more information on options available to system administrators check out the Desktop(InView) Application Settings article
Launching for the First Time – Initial Login
The first time you open the Desktop application you may be asked for more information than just your user name and password.
The first time the application launches you may be asked for a Tenant Token. This token, a combination of letters and numbers, can be found in the settings menu of the Korbyt Content Management System and would have to be provided by a system administrator.
Your system administrators may have already configured this information into your Korbyt Desktop application. In that case you will not see this screen.
You will only see this screen the first time you open the application, or if at some point your application becomes unattached to your companies Korbyt Tenant.
After the initial first launch of the application the login screen will only ask for Email and Password.
Or have links for Azure AD or OpenID authentication
You can enter your information, or select the authentication service that your organization has chosen to use.
Your organization may have set this login process to happen automatically as your computer starts up
If your organization has created and assigned multiple messages to you, on your first login you may be asked which message you would like to see.
The system will remember your last choice when you log back in the next time. If you have multiple messages you will be able to select which message you view with the in app controls reviewed in the next section.
Using the Desktop Application
Your organization has built a design for your desktop application that will pull information together for you. This design is called a Message Assignment in Korbyt.
It might look something similar to this
The design is going to be unique to your organization. It might even have interactive elements and dynamic alerts.
You will have to consult system administrators within your organization for the specifics of your Message Assignments
Besides the unique design of your Messages, there are functions that are available within the Desktop Application it’s self
Using the Application Icon
The application has icons that will appear in the upper right corner of the application window when the mouse moves to that area.
These Icons (from left to right)
- Move Grab-Bar = this is the location you can click and drag to move the application window
- Change Orientation = this will pivot the application between a Portrait and Landscape orientation
- Refresh = this will refresh the desktop message to reflect any changes that have been made to it or pull new data
- Message List Icon = this will allow you to select from multiple desktop message assignments that you might have
Your organization’s system administrators have the ability to disable any of the icons listed above.
Using the System Tray Options
There are several options available through the Windows System Tray.
Based on your Windows Taskbar and System Tray settings your users will likely need to click the Up Arrow to expose the full list of running system applications.
Right-Clicking the mouse on the Korbyt icon will show the System Tray Options
Through this menu you can select:
- Notifications = See any messages notifications that have been sent to you through the Korbyt System
- Always on Top = Toggle the behavior to always have the Desktop application on top of other windows
- Change Password = Change your password for the Korbyt System (This options should not be used if your organization uses Singe Sign On)
- Snooze = Minimizes the Korbyt Application
- Clear Cache = Removes any stored Korbyt Desktop information and will take you back to the login screen
- Refresh = Refreshes the Desktop information from the service
- Docking = Allows you to set the location that the Desktop application window show be positioned in
- Logout = Logs you out of the Desktop application and takes you back to the login screen
- Exit = Closes the Desktop application
Any of the above System Tray Options can be disabled by your organizations system administrators and might not be available