Using the Your Account Page
The Your account page is where you look after the parts of your ABM Service sign-in that belong to you alone: the authenticator app that gives you a code when you sign in, and the AI assistants, such as ChatGPT or Claude, that you have connected to ABM Service. Open it from the menu: select Your account on the row under your name, beside Sign out. It is offered only when your company uses authenticator apps, lets people connect AI assistants, or both.
How do I open the Your account page in ABM Service?
Open the ABM Service menu and select Your account, on the row under your name at the bottom of the menu, beside Sign out. The page opens in the same browser tab, headed with the product's name and Your account under it, and Back to the application at the bottom of it returns you to the screen you came from.
- Open the menu: select Menu on the Home screen, or Navigation menu at the top of the filter rail on the Calls, Customers and Scheduler screens.
- Select Your account under your name at the bottom of the menu. The Your account page shows loading… for a moment.
- Select Back to the application at the bottom of the Your account page when you have finished.
Your account is in the menu only when you signed in to ABM Service in a web browser, and only when your company uses authenticator apps, lets people connect AI assistants, or both. The ABM Service desktop app never shows it.
If you open the Your account page from a bookmark while you are not signed in, ABM Service asks you to sign in first and then opens the page.
Warning: Save your work before you select Your account in the ABM Service menu. The Your account page replaces the application in that browser tab, so unsaved changes on any screen you have open there, a call or a customer included, are lost. If your browser asks whether you want to leave the page, stay, go back to the screen and save first; Back to the application does not bring unsaved changes back.
What is on the Your account page?
The Your account page has up to two parts, one for each feature your company has switched on, with Back to the application at the bottom.
- The authenticator part, at the top, when your company uses authenticator apps. One line says where you stand, Set up on followed by a date, Not set up, or Needs setting up again, with a sentence explaining it and the button that fits: Set up or Turn it off. When your company has authenticator apps switched off, this part is not shown at all.
- Connected assistants, under it, when your company lets people connect their own ChatGPT or Claude to ABM Service. Each assistant you have connected has a line saying what it may do, when you connected it and when it was last used, with a Disconnect button. When you have none, it says None. and gives the address to add to your assistant.
So a company that has authenticator apps switched off but allows AI assistants shows only Connected assistants, and a company that uses authenticator apps but does not allow assistants shows only the authenticator part.
Everything on the Your account page is about you, for the company you are signed in to. Your colleagues' authenticators and assistants are never shown. If you work for more than one company, each company's ABM Service address has its own Your account page, and what you set up on one does not reach the other.
Your system administrator decides, for everybody at once, whether your company uses authenticator apps and whether people may connect AI assistants. Nothing on the Your account page changes those decisions.
What does the authenticator part of the Your account page tell me?
The authenticator part of the Your account page says, in one line, whether you have an authenticator app set up for signing in to this company's ABM Service, and offers the one thing you can do about it.
- Set up on and a date: your authenticator app is working, and has been since that day. The page adds You are asked for a code when you sign in on a new browser, or after signing out — not every morning. Under it is Turn it off when your company allows that, or the sentence This company requires an authenticator, so this one cannot be turned off.
- Not set up: you have no authenticator app for this company. Under it is Set up, with the sentence Set one up and you will be asked for a code from your phone when you sign in. when they are optional, or This company requires one: you will be asked to set one up at your next sign-in. when your company requires one.
- Needs setting up again: you had one, but ABM Service has moved to another server or its database was restored somewhere else, so it can no longer check your codes. Select Set up and scan the new square.
Set up opens the Set up your authenticator screen in the same tab, finishing with Turn it on. Turn it off asks for the code your app is showing now before it does anything. Either way you stay signed in: the change only affects your next sign-in.
What does the Connected assistants part of the Your account page show?
Connected assistants on the Your account page lists each AI assistant you have connected to ABM Service, one line each: the assistant's name and the website it comes back to, for example Claude · claude.ai, then what it may do and when.
- Reads and makes changes means you left Make changes in ABM ticked when you allowed it, so it can also log and change calls, book engineers and attach files, asking you before each change.
- Reads only means you cleared that tick, so it can look things up but change nothing.
- connected and a date is the day you allowed it, and used and a date is the day it last reached ABM Service.
Each line ends with Disconnect. Select it and the line asks again with Disconnect and Keep it; the second Disconnect ends that connection straight away. Under the list the page reminds you: Disconnecting stops it at once. To connect again, start from the assistant.
When you have not connected any, the part reads None. Your company lets people connect their own ChatGPT or Claude: in the assistant, add followed by an address as a connector and sign in when it asks. That address, which ends in /mcp, is what you give your assistant to connect it.
When your company does not allow assistants and you have none connected, Connected assistants is not shown at all. Switching assistants off disconnects everybody, so in practice the part disappears as soon as your system administrator switches them off. If the list cannot be read, Connected assistants shows the reason instead of the list; reload the page to try again.
What if the Your account page does not load or says it is out of date?
The Your account page shows loading… while it first opens, and Reading where things stand… for a moment each time it checks again after you set up or turn off your authenticator. Both clear by themselves.
- If the page cannot read where you stand, it shows the reason and a Try again button instead. Select Try again. If the reason says your company's database is being updated, wait a moment first.
- If the page says There is nothing to set up here. This page is out of date — load it again., your company's authenticator setting changed while the page was open, for example authenticator apps were switched off. Reload the page to see where things stand now.
- If your sign-in ended while the page was open, for example because you signed out in another tab, reload the page. ABM Service asks you to sign in, and then brings you back to the Your account page.
- If Your account is missing from the menu, you are using the ABM Service desktop app, your name has not appeared at the bottom of the menu yet, or your company uses neither authenticator apps nor AI assistants. If your system administrator has only just switched one of them on, reload the page and open the menu again.
Back to the application, at the bottom of the Your account page, takes you back to the screen you came from, or to the Home screen when ABM Service cannot tell where that was. It is not shown while the page is showing a reason with Try again, or while you are setting up an authenticator app from the page, which has Cancel instead.