ION basics

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ION environments

Each ION region runs its own environment with its own URLs. Pick the tab for your region: the one whose app URL you sign in to. Every production environment has a matching sandbox. If your app URL isn’t listed, ask support for your environment’s URLs.

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ION navigation

The sidebar groups the main ION pages by the work you do. Use these names when you search ION or ask ION Intelligence where to complete a task.

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Production

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Supply Chain

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Quality

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OS

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Developer Platform

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Browser and device compatibility

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Supported devices

ION is tested and supported on:

• iPads (up to two major iOS versions before the latest release)
• Microsoft Surface Pro
• Mac computers (laptops and desktops)
• Windows computers (laptops and desktops)

ION is built for tablets and desktop-sized monitors. Some areas may work on mobile, but the full application is not supported on mobile devices.

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Supported browsers

ION is tested primarily on Google Chrome. Edge, Firefox, and Safari are also supported.

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Search

ION Search lets you navigate and find records from anywhere in ION. Open it from any page with Ctrl+K (Windows/Linux) or ⌘+K (Mac), or click the magnifying glass in the sidebar. You can find main pages, help documents, and specific records within ION.

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Command list

When you open the search bar with nothing selected, it lists every command available to you. Opening it while rows are selected in a table narrows the resting list to the commands that act on that selection, so a bulk edit isn’t buried in the full list. Start typing and the search covers every command again. Dismissing the bar, by clicking outside it, pressing Escape, or closing it, also clears the row selection. Running a command leaves the selection in place, so you can run several commands against the same rows.

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Search records

Search also does keyword search of ION records like runs, procedures, issues, locations, purchases, and parts.

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Help docs

Scroll to the Help section of the command bar to browse the manual. You can also search the manual directly by typing your query into the command bar.

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Chat support and tickets

The chat bubble at the bottom right of ION connects you to the support team, and every conversation becomes a tracked ticket.

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Start a chat

1. Click the chat bubble icon at the bottom right of your ION environment.
2. Select Start New Chat.
3. Type the details of your issue and send the message.

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Track your company’s tickets

To see the tickets reported by your company’s team, go to the support portal:

1. Enter your email address to receive a login code. The code scopes the portal to your company’s tickets only.
2. Enter the code and click Continue.

Click a ticket to open the conversation. You can continue a ticket started by someone else.

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Personal settings

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Edit your profile

1. In ION, go to Settings > My Profile.
2. Click Edit profile.
3. Change your Name, or click your profile picture to set a new image by URL.
4. Click Save changes.

The page also lists the teams and roles you belong to. Those are managed by an admin; see Manage team members and Manage user roles.

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Account switches

Under Settings on the My Profile page, two toggles control your account:

• Enforce MFA: require multi-factor authentication for this account.
• Email notifications: also receive your notifications by email. You always receive them in the app; this switch adds email delivery, per user. Which objects notify you is driven by your subscriptions, see Subscribe to notifications.

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Choose a theme

1. In ION, go to Settings > Appearance.
2. Under Theme, select Light, Dark, Slate, Graphite, or System. System matches your device.

The theme applies immediately.

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Practice in the sandbox

ION offers a sandbox environment where you can practice your workflows and try out features without affecting your production environment. Sandbox access is provisioned separately from production and uses its own credentials, so your production login won’t work there. To set up a sandbox for your team, contact support. Once your sandbox is provisioned, sign in at the sandbox app URL for your region, listed in ION environments. For building and testing integrations against the ION API in a sandbox, see Sandbox and dev environments.