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Configure a mobile device to launch Direct for Customer users

We recommend creating two shortcuts on the home screen of each device that you want to access and run Direct for NetSuite apps. This enables you to quickly access the required webpages. For Customer users, the first shortcut should link to the NetSuite login screen specific to your environment, and the second shortcut should link to the Direct App Menu in your NetSuite instance. After creating these shortcuts, Customer users can use the first link to log into their NetSuite user account, and then use the second link to open the list of Direct apps.

Prerequisites:

Either Google Chrome, Mozilla Firefox, or Safari is installed on the device.
The Direct for NetSuite solution is installed on the desired NetSuite instance. Refer to Install the bundle in NetSuite.
Your NetSuite user account has access to a role that can open Direct apps, such as DSI_MobileClient_User.
The users operating this device are configured as Customer users. Refer to Configure a Customer User for Direct.
Locate and record the unique Customer Center Login URL for your NetSuite environment. To locate this URL in NetSuite, go to Setup > Company > Company Information > Company URLs and view the Customer Center Login URL.

To create the two recommended shortcuts for a Customer user, complete the following steps on the mobile device.

On your device, open your browser app.

Step Information

Note:This process requires either Google Chrome, Mozilla Firefox, or Safari.
In the browser app, in the navigation bar, go to the Customer Center Login URL for your environment.

Step Information

Note:To obtain this URL, go to Setup > Company > Company Information > Company URLs.
While on the NetSuite Customer Login Portal screen, in the settings menu for your browser, complete the appropriate following action.
- For Google Chrome, select Add to Home screen, type NetSuite Login, and select Add.
- For Mozilla Firefox, in the Page menu, select Add to Home Screen, type NetSuite Login, and select Add.
- For Safari, select Add to Home Screen, type NetSuite Login, and select Add.
Expected Result

Result: The browser creates a hyperlinked icon to the NetSuite Customer Login Portal on the device home screen.
Test the created link to ensure that it leads to the NetSuite Customer Login Portal.
Log in to the NetSuite account that you want to access Direct from this device.

Expected Result

Result: The first time you log in to NetSuite from this device, NetSuite prompts you to enter additional security information and to select your role.
In NetSuite, go to Direct > DSI Apps > DSI App Menu.

Step Information
While on the Direct App Menu screen, in the settings menu for your browser, complete the appropriate following action.
- For Google Chrome, select Add to Home screen, type DSI Direct, and select Add.
- For Mozilla Firefox, in the Page menu, select Add to Home Screen, type DSI Direct, and select Add.
- For Safari, select Add to Home Screen, type DSI Direct, and select Add.
Expected Result

Result: The browser creates a hyperlinked icon to the Direct App Menu on the device home screen.
Test the created link to ensure that it leads to the Direct App Menu.

Result: After a Customer user opens the first shortcut, the NetSuite Customer Login Portal displays. After the user logs in, the user can then open the second shortcut to display the Direct App Menu.

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