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Using the Secure Desktop Agent (Mac)

Accessing & Login In

After installing the Desktop Agent, you will be prompted to login via the Secure Messaging Single Sign-On (SSO) service. Enter the same Email Address and Password credentials you use to login to the Secure Message Center (Webmail).

  • To launch the Desktop Agent, click on the Secure Desktop Agent icon located in your Dock or alternatively click on the Finder ‘Search’ icon located in the top right of your menu bar and enter ‘Secure Desktop Agent’. Click on the application icon in the search results.
  • Select the Desktop Agent icon to open the menu of the Desktop Agent.
  • Select the menu entry ‘Login’ to launch the Single Sign-On (SSO) login screen.
Desktop Agent Mac Login
  1. The Secure Login Screen of the Desktop Agent allows you to login to any Secure Messaging Platform regardless of their physical server location.
  2. Enter the same Email Address and Password credentials you use to login to the Secure Message Center (Webmail).
  3. To avoid re-entering the same credentials every time, select the ‘Remember me on this computer’ and ‘Keep me logged in’ options. These options should not be used if using a public computer.
  4. Click ‘Sign In’. Once logged in, the Desktop Agent icon will be replaced with the branding of the organization’s Secure Message Center. The Desktop Agent is now available in your menu bar located on the top right of your screen.
Desktop Agent Mac Logged In

New alert notification

The Desktop Agent automatically detects when you have new activity and alerts you by flashing in your system tray and displaying a growl notification. Click on the notification message to launch the Secure Message Center (Webmail) and view the secure message.

Desktop Agent Mac Alert

Launching the Secure Webmail

Click the Desktop Agent icon in the menu bar to open the main menu. Select ‘Launch Secure Webmail’ to automatically launch the Secure Message Center (Webmail) and read your secure messages. Select ‘Compose Secure Message’ to start a new secure message

Desktop Agent Mac Intro

NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information.

Desktop Agent Mac Document

Right click on the dock icon and selection ‘Options > Keep In Dock’ to always display the Secure Desktop Agent icon in your Dock for quick access.

Reading a Secure Message

To read a secure message and launch the Secure Message Center (Webmail), use the menu entry ‘Launch Secure Webmail’. You will be automatically logged into the Secure Message center where you can access all your secure messages.

Desktop Agent Mac Intro

Creating a Secure Message

To create a new secure message, use the menu entry ‘Compose Secure Message’. You will be automatically logged into the Secure Message center where a draft secure message is ready to be completed and sent. The same User Group permissions apply when creating a new secure message from the Desktop Agent. Professional Users can create new secure messages to anyone, whereas Guest Users can only create new secure messages from a pre-defined list of Users.

Desktop Agent Mac Compose

NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information.

Check for Updates

The latest version of the Secure Desktop Agent contains the most up-to-date feature set, the latest bug fixes and updates, as well as the newest user experience upgrades. To get the latest version, follow these quick and easy steps:

  • In the ‘Tools’ menu entry of the Desktop Agent, click on ‘Check for Updates’. If a new version is available, the dialog box will ask you if you wish to install it. Click yes, and follow the on screen instructions to complete the update process. A dialog box will appear once the update is complete, after which the Desktop Agent will automatically restart itself.
Desktop Agent Mac Check Updates
Desktop Agent Mac Check Up-To-Date

Logging Out

To log out of the Desktop Agent, use the menu entry ‘Logout’. This will prevent any other users from accessing your secure messages on this computer.

Desktop Agent Mac Logout

Uninstalling the Secure Desktop Agent

  1. Logout and close the application.
  2. Go to your ‘Applications’ directory and locate the ‘Secure Desktop Agent’ application
  3. Right-click and select ‘Move to Trash’.

Preferences

To access your preferences and Secure Account details, select the ‘Preferences’ menu entry from the Secure Desktop Agent menu.

Desktop Agent Mac PreferencesDesktop Agent Mac AccountDesktop Agent Mac Preferences 2Desktop Agent Mac Preferences 3
  1. Activity: Specify the frequency the Desktop Agent should check with the server for new activity such as new secure messages.
  2. Growl Notifications: Enabling this function allows you to click on the growl notifications to launch the Secure Messaging Center (Webmail) and view the unread secure message in your Secure Message Center (Webmail) (recommended).
  3. Login Settings: Select this option to have the Desktop Agent automatically launch when you start your computer. It is not selected by default (recommended).
  4. Accounts tab: Displays your Secure Account enabled with the Desktop Agent. Click ‘Notifications’ to edit your notifications settings, and click ‘Edit’ to edit your Secure Account details.
  5. Menubar: Select the ‘Highlight Menubar Icon’ if you would like it to be highlighted when there is new activity. Select the ‘Show Unread Count in Menubar’ if you would like to see how many new secure messages you have at any given time.
  6. General: Select the ‘Display Growl Notifications’ to be alerted of new activity directly on your desktop. Select the ‘Play Notification Sound’ if you would like to be alerted with an audible sound.
  7. Edit Account: At any time, you can edit your account and change your Email Address or update your Password. You can also update these settings by logging out and re-logging in to the Desktop Agent.