Sign-in and Overview

Sign In

1. Visit the Compass Portal at https://erp.compassfoundation.io
2. Click the Sign In button in the top menu bar, on the right side
3. Click the Login with Clavis Auth button. (Clavis is Single-Sign-On service developed by Compass Foundation; when Compass Portal access was configured for your account, Clavis was configured as well)
4. You'll be redirected to https://clavis.compassfoundation.io to sign-in. If you don't have a password, set one with the Forgot Username or Password button.
5. After a successful Clavis sign-in, you'll be redirected back to https://erp.compassfoundation.io.

Overview

Once signed-in, click your name in the top menu bar, for a dropdown menu, then My Account. This will take you to the home page that displays sum-total statistics for all records/accounts you have access to.

Items of note under the Your Documents header:

• Click the + button for a drop-down menu for options to add new records:
  • Device (Remote Device / Mobile Device Management record)
  • Appliance (DrawBridge)
  • Task (Support ticket)
  • Company (Company record)
  • Contact (Person record)
• Click the black Download button to download the MapleLeaf Mobile Device Management software for Windows.
• Click any line (eg. Quotations, Tasks, and so forth) in the list view to visit these records.