Getting Started
Web vs mobile: ClientOne Mobile is the native iPhone, iPad, and Android app for the same customer portal you reach at app.clientone.dev. Sign-in, permissions, and data match the web portal; use the app for quick access on the go and the browser when you need the full desktop experience.
ClientOne Mobile is the self-service app your IT provider uses to give you access to your services on iPhone, iPad, and Android. You can view devices, submit support tickets, check backups, read documentation, and more — the same data as the web portal, optimized for touch.
Getting the app
The product name is ClientOne Mobile. On Android the home-screen label is ClientOne.
Public App Store and Google Play listings are not published yet. Use the install method your IT provider gives you.
Requirements: iOS 17.0 or later (iPhone and iPad) and Android 8.0 or later.
iOS and Android differences
There is an Android app. It has fewer features than iOS. Nothing is Android-only.
Not on Android (use iOS or the web portal):
- Account and profile management
- Notifications and push
- Deep links
- Accepting or paying quotes
- Requesting invoice payment links
- Microsoft 365 tabs
- UniFi extras
- Ticket attachments
Getting Your Account
Your IT provider sends an invitation email with a link to create your account. Click the link, set your password, and you're ready to sign in on mobile or web.
Don't have an account? Contact your IT provider and ask them to send you a ClientOne invitation.
Signing In
- Open ClientOne Mobile.
- Enter your email address.
- If your organization uses Microsoft SSO, choose Sign in with Microsoft.
- Otherwise sign in with your password, or Sign In with Passkey if your account has one. If SSO is enforced, use Microsoft sign-in only.
Extra verification
You may be asked to set up or complete an extra verification step. Methods you may see:
- Authenticator app codes
- Passkey or security key
- Recovery codes
Web Portal Access
The mobile app connects to the same backend as app.clientone.dev (or your provider's custom portal URL). On iOS, from More, you can open the full web portal in the browser.
See Logging In (web) for web-specific sign-in details, password reset, and SSO troubleshooting.
What You Can Do
| Feature | Mobile guide | Web guide |
|---|---|---|
| Dashboard | Dashboard | Dashboard |
| Devices | Devices | Devices |
| Tickets | Tickets | Tickets |
| Backups | Documents & Backups | Backups |
| Documents | Documents & Backups | Documents |
| Agreements | Agreements & Service Requests | Agreements |
| Profile | Profile & Security (iOS) | Profile |
Additional areas — Microsoft 365, network, billing, domains, and more — appear under More on iOS when your IT provider enables them in portal settings.
Portal Settings & Visibility
Your IT provider controls which tabs and menu items you see through portal settings. If a feature is missing on mobile or web, contact your IT provider — they can enable it or adjust your permissions. On Android, some areas listed above are unavailable even when the portal setting is on.
Signing Out
On iOS:
- Open More
- Tap Account & profile
- Scroll down and tap Sign Out
Account and profile management are not on Android — sign out from the control the app shows, or ask your IT provider if you cannot find it.
Your session on the web portal is separate; sign out there too if you use a shared device.
Need Help?
Contact your IT provider if you cannot sign in, did not receive an invitation, or see Portal not available or Client Portal Access Required. See Troubleshooting for common messages.