Get started with the Lumary CM Mobile Experience

This article explains how to download, log into and verify the Salesforce mobile app, which powers the Lumary CM Mobile Experience. 

All of the Lumary mobile capabilities are provided through the Salesforce mobile app. This means providers only need their workers to operate out of a single mobile app. To access this functionality, your system administrator will need to Set Users up to access the Lumary CM Mobile Experience.

For the latest device compatibility, check out requirements for the Salesforce Mobile App.

Use these links to find out how to:

• download the app
• log in
• verify your identity, and
• allow access.

Download the app

To get started:

1. Make sure that you have access to the email account that has your username and password. You'll be sent an email as part of this process to verify your account.
2. You can can find the app on the iOs or Google Play app store. If you are viewing these instructions on your device, tap one of the links below:

3. Once you locate the Salesforce app, tap on the download button. You may be prompted to sign into your Apple or Google account to proceed.
4. Tap on the open button.
5. Click on the I Accept button to accept the terms of Salesforce's end user license agreement (EULA).

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Log in
	This will open a Salesforce login screen. Enter your Lumary username and password. Put a tick in the Remember me checkbox so the system will remember your Username. Tap on the Log In button.

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Verify your identity

8. If this is the first time you're logging in, you may be required to verify your identity. You'll need to navigate to the email account where you were sent your log in details.
9. Look for the Verification Code.
10. Navigate back to the Salesforce mobile app and enter the code.
11. Make sure there's a tick in the Don't ask again checkbox.
12. Tap on the Verify button.

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Allow access

13. Salesforce will prompt you to allow access for Lumary. This will allow your device to access information from your organisation's Lumary Salesforce environment. It will not give Lumary or Salesforce access to personal information stored on your mobile device. Tap on the Allow button. The system will not let you log in if you tap Deny.
14. You may also be prompted to allow Salesforce to send you notifications. Tap Allow.

15. You should then arrive at the Home page of the Lumary CM Mobile Experience.

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