User Registration and Login

Created by Chris Canfield, Modified on Thu, 20 Jun at 4:06 PM by Chris Canfield

Overview

This will go through the user experience of registering and logging in with TraitWare

TABLE OF CONTENTS

Supported Mobile Devices
Supported Browsers
User Registration From Your Mobile Device
User Registration From PC/External Device
User QR Scan Sign In
- Tap to Login for Apps
User Direct Mobile Login
Add/Register Additional TraitWare Account
Lost or New Device
Troubleshooting

Supported Mobile Devices

**TraitWare requires the use of supported iOS and Android mobile devices and access to the Apple App Store or Google Play to download the TraitWare mobile app

iOS

MUST be using iOS 13+
MUST use an iPhone 6/6s and newer
MUST be able to log into the App Store to download apps
MUST have a WIFI or Cellular connection
Admins MUST have camera hardware (admin console login requires QR login)
SHOULD have location services, either through GPS or WIFI. Required by some features when admins enable geofencing
MAY use an iPad but the experience is not optimized for tablets

Android

MUST be Android 8.1 and higher (Oreo)
MUST be able to log into Google Play to download apps
MUST have a WIFI or Cellular connection
MAY have a biometric reader. If one or more is present, it SHOULD have a fingerprint reader. Face, Iris, etc. are insecure and unsupported.
Admins MUST have camera hardware (admin console login requires QR login)
SHOULD have location services, either through GPS or WIFI. Required by some features when admins enable geofencing
SHOULD have regular screen dimensions. Tablets, folding phones, etc. may be compatible, but a tailored experience is not guaranteed.

For an exhaustive list of supported Android devices, click here.

Supported Browsers

Chrome (recommended)
Firefox (recommended)
Safari
Microsoft Edge

User Registration From Your Mobile Device

Create a user in TraitWare console, deselect Create User In Azure and click submit

Under the Users tab, navigate to the Devices section in the TraitWare console. Click the dropdown menu under Additional Registration Actions, and select Email registration to xxxx

***Note: Since this documentation uses a dummy account, select Email Registration to an alternate email, and type a verified email address

After receiving the registration email, open it on the device that TraitWare will be installed on. From the mobile device, select the blue button Click Here (Mobile Devices Only) to install the TraitWare app and register the mobile device
If the TraitWare application is not installed on the mobile device, this link will attempt to automatically install it. If user has settings to block this functionality, either turn that off, or manually install the TraitWare application by searching the Google Play or App Store for TraitWare Authentication

**Note: Please note that the user must allow access to the device’s Camera

Biometric Registration

Upon successful installation and application of the registration code, the user will be taken to register with the phone’s native Biometric/PrintID

**Note: Fingerprint/face must be saved to phone prior to choosing this method

PhotoAuth Registration

If phone is not compatible with a biometric (Fingerprint / FaceID) login, users will be automatically directed to the PhotoAuth method
There will be a grid of pictures, the user will need to select five pictures and repeat the order to set it up. The user needs to remember the order to be able to login

Authenticate/Sign into TraitWare

Once the Authentication/Sign-in Method is successfully set up, the user will be signed in to the TraitWare account. By default, it will take the user to the Direct Mobile Login application list. Selecting an application will automatically sign the user into the desired application on the phone. Default can be changed to the QR scanner through settings

User Registration From PC/External Device

If unable to register TraitWare on mobile device, scroll down in the registration email to the On Desktop Computer section
Follow the steps from the photo below

**Note: Access to the device’s Camera must be allowed

Biometric Authentication

Upon successful application of the registration code, the user will be taken to a screen to register with the phone’s native biometric (Fingerprint / FaceID) (recommended).
If phone is not compatible with a biometric (Fingerprint / FaceID) login, the user will be automatically directed to the PhotoAuth method

**Note: If the user wants to change, add, or remove a fingerprint or face to a device, TraitWare will need to be reset by an admin. This is for security purposes

PhotoAuth – Choose/Confirm PhotosPhotoAuth – Choose/Confirm Photos

PhotoAuth will require a pattern of pictures (order matters)
The user will be asked to repeat a chosen set of fie photos, twice to make sure it is remembered, and then once more to verify login

Sign into TraitWare

Once a successful set up of Authentication occurs, the user will be signed in to the TraitWare Account
By default, the user will be taken to a QR scan. Selecting an application will automatically sign into a desired application on the phone

Every time the user returns to the TraitWare application they will need to choose the appropriate TraitWare account to authenticate
After choosing the appropriate account to sign in/authenticate with, use biometric or PhotoAuth method to confirm identity

**Note: If user opens the TraitWare app and account list is empty, please return to the beginning of this document to learn how to register an account

When logging into apps supported by TratiWare, there will be an option to select In-App Prompt (as opposed to scanning a QR code), click it
Make sure the user is logged into the mobile device then type in the user’s email address and click Get In-App Prompt

When prompted, select the green checkmark at the bottom of the screen on the mobile device. The user will then be signed into the app through a tap to login method
The user may be asked to Stay signed in? If so click yes

TraitWare Mobile App QR Scan

Scan the QR, if given access to this application by account admin, the user should be successfully signed in and taken to the application

The TraitWare Authentication app provides an option to sign in to services directly from the app (without scanning the QR). This allows users to access services using TraitWare on the devices without needing a desktop or laptop computer
To use this feature, open the TraitWare app and select the appropriate account
Sign in/Authenticate using biometric or PhotoAuth option and select Apps

**Note: If Apps list is empty, it means there is not any approved apps for Direct Mobile Login

Apps List

Users will be taken to a screen with a list of approved apps which are sorted by Most Used, All Apps, and Favorites
Select the app desired to sign into, and users should be redirected to a browser or native app login of the application

Add/Register Additional TraitWare Account

If users have a different TraitWare account, it is possible to add the new account through the registration email link or by selecting the … at the top right of the account page. Click + to add a new account
When opened on the device with TraitWare, the email registration link will automatically register the new account. Users will have the option for Biometrics or PhotoAuth
If PhotoAuth is chosen, users will see that the same photo set is available for use. Either choose the same photos as the other account(s) or different photos

Accounts Page

If the user has an email registration link, manually enter the registration code that is at the bottom of the email, or scan the QR Code within the email

Lost or New Device

If a device is lost or upgraded, please have the user contact the account admin to receive a new registration code

Troubleshooting

If there is a message that the QR is not valid, please restart the TraitWare application. A session will timeout after 5 minutes of inactivity. If screen timeout is longer than 5 minutes, session will timeout without user knowledge
QR code not showing on browser – please see list of supported browsers:
- Chrome (recommended)
- Firefox (recommended)
- Safari
- Microsoft Edge
Failed Sign-In, please check the following:
- Make sure that connection is stable
- Check that account is enabled
- Ensure no change to biometrics or master PIN
- If users opt for PhotoAuth, make sure that the sequence is entered correctly
- If issues continue, please contact the account admin
If users receive an “Unexpected Error” when using TraitWare, please make sure that the connection is stable. If this error continues, exit out of the TraitWare app and try again
Biometric or PIN change. Biometric or master PIN change will lock the TraitWare accounts on the device. These accounts will need to be unlocked by an administrator