Getting started with Vymo
Downloading the App
Mobile App:
- Download the Vymo app from the Play Store or App Store.
- Alternatively, obtain the download link from your Vymo administrator.
Web App:
- Request the login URL specific to your company from your Vymo administrator, typically formatted as
https://<company_code>.lms.getvymo.com/.
Setting Up Your Vymo Account
- Obtain your username from the Vymo administrator at your company.
- Log in to the app using your username.
- For security, you may need to enter a One Time Password (OTP) sent to your registered mobile phone number.
- If you do not receive the OTP, contact your Vymo administrator to verify your phone number's accuracy.
- (If available) Set up biometric login for easier future access.
App Usage
- Mobile Devices: The app runs in the background to keep you logged in unless you choose to log out.
- Web Browsers: You will remain logged in through browser sessions if your browser settings save passwords or retain history and cache, unless you explicitly log out.
- Note for Managers: Your mobile experience may differ from that of an agent.
System Requirements
iOS and Android Devices:
- Operating Systems:iOS 10 and later; Android 4.4 and later
- Minimum memory: 2 GB
- Local storage required: For offline data access
- Permissions needed:
- Calls: For making phone calls
- Contacts: For managing leads and partners
- Location: For location-dependent features like meeting suggestions
- Camera: For scanning documents and business cards
Web Browsers Supported:
- Internet Explorer 11
- Chrome: All versions released in the last 12 months
- Microsoft Edge: All versions released in the last 12 months
Installing the Vymo App
Mobile Device:Install the Vymo app via the link provided after your user account creation or download directly from the respective app stores.
Web App:Access the web application through the company-specific URL provided by your Vymo administrator.
Logging in
Using the Vymo app
The main navigation controls are at the bottom of the screen.
The buttons are, from left to right, for the home screen, calendar events, notifications, and the hamburger menu. Use them to navigate around the several features that the app gives you.
You also see a large plus button near the hamburger menu.
Use it as a shortcut to add information.
The main navigation controls are at the left of the screen. The menu options that are available to you depend on your access permissions.
Logging out
On mobile devices, click the hamburger menu (three horizontal lines) and then click on Settings > Logout.
On web browsers, on the top right, click your user name and click Logout.
Working offline
When you lose connectivity, you can continue working seamlessly with the Vymo app. The app stores your data locally and syncs it back to the servers once your connection is restored. On Android devices, you can add or update a certain number of leads and partners while offline. You can also view reports during this time, but they will not contain the latest updates. Please note that the search functionality is not available when working offline. For details, see Working offline.
Troubleshooting
Your account may be locked if you enter the incorrect password multiple times. To unlock it, please contact your manager.
If you are a manager, follow these steps to unlock a team member's account:
- Log into the Vymo web app.
- On the dashboard, locate and click on Manage Users on the left side of the screen.
- Search for the team member whose account needs unlocking.
- Select Unlock User, then click Save and release changes.'
Should the account remain locked after these steps, please reach out to [email protected] for further assistance.