====== Connect to SarasX Mobile App ======

===== Overview =====

SarasX Mobile App allows users to securely connect their mobile device to SarasX ERP and complete sign-in using OTP. After the first successful connection, users can access the mobile workflows available for their role.

To connect the app successfully, you need:
  * A valid SarasX user account
  * Mobile app access enabled for that user by admin
  * The SarasX Mobile App installed on your phone
  * Access to the ERP screen that shows the mobile app QR code or the server link copied from that screen

**Note**: Login and server connection is normally a one-time activity. It needs to be repeated only if the user signs out, changes device, or the server link changes.

===== Step 1: Enable Mobile App Access for the User =====

  * Sign in to SarasX ERP as admin or a user who can manage user setup
  * Go to **User Setup**
  * Search and open the user account that needs mobile app access
  * Activate the option to allow **App Access**
  * System will ask for **Email Id** or **Mobile Number** to enable the mobile access
  * Save the user record after the required information is provided

**Note**: It is better to provide both **Email Id** and **Mobile Number**. Mobile number is especially important for future WhatsApp integration.

===== Step 2: Install the App =====

  * Open the **App Store** or **Play Store**
  * Search for **SarasX Connect**
  * Install the application on your mobile device

===== Step 3: Open the Mobile App QR Code in ERP =====

  * Sign in to SarasX ERP on desktop or laptop
  * In the top header, click **App**
  * A popup will open
  * The popup will show a QR code for your SarasX server

===== Step 4: Scan the QR Code =====

  * Open **SarasX Connect** on your phone
  * Choose the option to scan the server QR code
  * Point the camera at the QR code shown in ERP
  * After scanning, the mobile app will store the server connection detail

**Note**: If the user is not in front of the computer or cannot access the QR code for scanning, send the server link by another channel and paste it into the box available in the app

===== Step 5: Sign In with OTP =====

  * In the mobile app, provide your **User Id**
  * Submit the request to generate OTP
  * You will receive the OTP inside SarasX ERP as Live Notification on the top right corner of the screen
  * If email notification is configured, the OTP may also be sent by email
  * Enter the OTP in the mobile app to complete sign-in

**Note**: It is also must to have either "Setup Email" configured or user loged into the desktop version of SarasX ERP to receive the OTP.

===== Scenario: User Cannot See the Mobile App Option =====

If the **Mobile App** option is not visible in the ERP header:

  * Check whether mobile app access is enabled for the user
  * If admin has just changed the user settings, ask the user to **sign out** and **sign in again** so that the latest mobile access setting is applied

===== Important Points =====

  * The QR code connects the app to the correct SarasX server
  * The QR code does not sign the user in by itself
  * OTP is still required to complete login
  * Mobile app access should be enabled only for users who are expected to use the app
  * If server address changes, the QR code should be scanned again