The PSAI tool suite—including your PSAI admin dashboard—is mobile-responsive and can be fully accessed on mobile devices including phones and tablets. Instead of opening your internet browser and navigating to the log-in screen every time you use PSAI, you can save PSAI as a widget on your phone's home screen. This will give you easy access directly to your dashboard, without having to type the URL into the browser.
Follow the instructions below based the type of operating system you use (Apple or Android).
Saving PSAI to Your iPhone or iPad Home Screen
If you have an iPhone or iPad, you must use Safari to save a web page to your device's home screen. Even if you usually use another browser to access the internet, Apple does not allow other browsers to take this action.
1. Open Safari and go to the PSAI log-in page.
2. Click the arrow button at the bottom.
3. Choose "Add to Home Screen."
Now the PSAI login page will be saved to your iPhone or iPad home screen, just like an app would be. You can click the PSAI widget to go straight to your log-in page and enter your credentials.
Saving to PSAI to Your Android Phone or Tablet Home Screen
Android operating systems do not restrict access like Apple products do. Most internet browsers on Android devices offer you the option of saving a web page to your home screen, including all of the most popular browsers:
The aesthetics and exact wording will vary based on the browser you use, but in general, the instructions are roughly equivalent. See the example below, done in Google Chrome on an Android phone.
1. Open your browser and go to the PSAI log-in page.
2. Click the menu icon.
In Chrome, the menu appears as three dots in the upper right-hand corner of the screen. Some browsers use the classic hamburger menu, and some place it in the middle bottom of the screen.
3. Click the option to add the page as a shortcut.
Look for an icon that says something like, "Add Page to..." or "Add a Shortcut" or "Add to Home Screen."
4. Name your new shortcut and click "Add."
Now your PSAI log-in page will be saved to your Android device's home screen and can be accessed with a single click.
IMPORTANT: Note About Push Notifications
Saving the PSAI log-in page to your phone or tablet home screen will give you easy access to your admin dashboard. You can click the widget to go directly to PSAI without navigating to your internet browser and re-typing the URL every single time. However, please note that this is simply a shortcut to a web page, not a dedicated app.
At this time, you will not receive push notifications or red badge alerts from your PSAI shortcut, like you might get from stand-alone apps.
Of course, you can certainly use the Com Portal from your mobile device to communicate with leads—including by email and by SMS. Just be aware that you will not receive any additional push notifications to your phone simply because you've saved the PSAI log-in shortcut to your phone's home screen.
All PSAI notifications will continue to be provided based on the settings you have chosen for each individual marketing source. You can always change who is notified and how by following these instructions.
Having trouble saving your PSAI log-in page to your mobile device home screen? Some mobile internet browsers do not offer this functionality, although most major browsers do. If you're using a legacy browser that is no longer being maintained by the provider (such as the mobile version of Internet Explorer), then certain functionality may no longer work.
To find a solution, please submit a Support ticket so that we can assist you. Use this link to contact us, or open the Help widget in the bottom right-hand corner of the screen.