AutoStore Portal Setup for Customers

TABLE OF CONTENTS

• Create an AutoStore Account
• Set up Multifactor Authentication (MFA)
  • Microsoft or Google Authenticator App Set Up
• Salesforce Authenticator Setup
• AutoStore Service Portal
  • Accessing the Service Portal
  • Enabling Email Notifications for Incidents
  • Creating a Module Incident
• Service Manuals
• Status Lookup

Create an AutoStore Account

1. To register, go to https://crm.autostoresystem.com/s/login/SelfRegister?startURL=%2Fs%2F
2. Fill out all the fields in the form.
   1. In the "Primary Function" drop down, choose "End Customer"
   2. Note: it may take up to 48 hours for AutoStore to approve the request. 

Set up Multifactor Authentication (MFA)

When logging into the AutoStore Service Portal, you will be prompted to identify yourself via another form of authentication.

It is recommended to use one of the following authenticator apps:

• Microsoft Authenticator
• Google Authenticator
• Salesforce Authenticator

Microsoft or Google Authenticator App Set Up

The first time you have entered your username and password after MFA has been activated, you will see the screen below.

1. Select “Choose Another Verification Method” for registering and logging in with any authenticator besides Salesforce Authenticator, e.g. the Microsoft Authenticator App.
   

   1. NOTE: If you are logged in to Salesforce at the time of MFA activation, you will be logged out and required to enter a verification code from your Authenticator App.

2. On the next screen, choose “Use verification codes from an authenticator app”, and select “Continue”.
3. On your cell phone:
   1. Download and open the Authenticator App (Microsoft or Google)
   2. Select the menu
      1. Microsoft: three dotted menu on the top right of the screen
         1. Select "Add Account"
         2. Select "Other" for account type
      2. Google: plus sign on bottom right of screen
   3. Select "Scan a QR code"
   4. Use your cell phone to scan the QR code you see on your screen. You will get a 6-digit verification codee in the app on your phone. 
   5. Enter the code on the pc/mac screen (see below)
   6. Select “Connect”
      1. The first time you log in, you must enter another code from the app right away.
      2. Note: Every time yo use a new browser (Chrome, Firefox, IE, etc.) or device, you will be prompted to enter two codes from the app. This is an extra security measure. Next time you will only need one code. 
4. The two screens below will be the new normal procedure for logging in to Salesforce.

Salesforce Authenticator Setup

1. The first time you have entered your username and password after MFA has been activated, you will the screen below
2. Follow the instructions on your screen, and click “Connect”
3. Approve the login on your mobile device
   1. NOTE: If you are logged in to Salesforce at the time of MFA activation, you will be logged out and required to enter a verification code from your Authenticator App.
4. Verify the details on your mobile phone
5. If you experience problems logging in or do not have a mobile phone that can be used for the authentication process, please contact AutoStore MFA Support: mfasupport@autostoresystem.com

AutoStore Service Portal

Available functionality for end-customers includes:

• General site information
• Overview of all modules installed on site
• Enable incident email alerts
• Report module incidents
• View limited knowledge articles

Accessing the Service Portal

1. Navigate to https://crm.autostoresystem.com/s/login/
2. Use your login information
3. Approve the multifactor authentication notification through your preferred authenticator app.

Enabling Email Notifications for Incidents

Email notifications can be enabled on a system or module level.

• A system event occurs when the AutoStore changes mode between Stopped, Stopped Manual, Running, and Service.
• A module event occurs when a robot reports an error that causes the system to stop.

To enable system event notifications:

1. In the Service Portal, navigate to “Grids” and select your  grid.
2.  On the right side of the screen, click the “Email Notifications” tab.
3. Click on the toggle switch in the box that says, "Receive email notifications on all module incidents for this module."

Example of an email notification

Creating a Module Incident

1. Navigate to your grid in the Service Portal
2. Click on the “Modules” tab 
3. Click on the module that has experienced an incident
4. In the top right, click on "Report Module Incident"
5. Fill in all field in the pop-up and click "Save"
6. Reported Module Incidents will appear in the box on the right labeled "Module Incidents." Automatically reported incidents will show up here as well. 

Service Manuals

The service manuals contain detailed information on preventive maintenance and assembly/disassembly procedures for AutoStore modules. 

By default, customers do not have access to the AutoStore service manuals. To gain access, individuals must have completed the Kardex maintenance training.

https://documentation.autostoresystem.com/service-manuals/

Status Lookup

Status Lookup is a tool used for deciphering error codes. It lists the meaning of the error along with possible resolution steps.

By default, customers do not have access to the AutoStore Status Lookup. To gain access, individuals must have completed the Kardex Super User training.

https://documentation.autostoresystem.com/status-lookup/