How to Set up Happen Cloud and Jim2® Mobile

Thank you for going mobile, and purchasing the Happen Cloud and Jim2 Mobile for your business.

The follow instructions assist customers licensed to run Jim2 On Premises to set up the connection to Jim2 Mobile.

Before starting, you will need:

  • Your Happen Cloud Account ID number provided in your Jim2 Licence Key email
  • Access to the Jim2 Configuration Manager
  • Access to the Apple App Store on your iOS device(s).

You will receive a Jim2 Licence Key email from Happen Business which includes an overview of your current licences, plus the Happen Cloud Account ID required to set up Jim2 Mobile.

Note: If you require this email to be resent, contact

Complete the following steps to connect your Jim2 database with Jim2 Mobile.

1. Upgrade your Jim2 Client (desktop) to the latest release available

Visit Latest Jim2 Update to update to the latest Jim2 version available. This ensures that you get access to all the latest features of the mobile app.

2. Set up Cloud Services Jes module on your Jim2 Server

Using the Jim2 Configuration Manager (Jim2CM.exe), add the Cloud Services module to your Jes configuration. For help, press F1 in the Jim2 Configuration Manager.

Select Cloud Setup button and enter your Happen Cloud Account ID, in order to create the Happen Cloud Access ID needed to enter into the mobile app.

With the Happen Cloud Access ID window open (below), click New to create the Happen Cloud Access ID number.

The following window 'Setup your Happen Cloud Access ID' will be displayed.

Enter your Happen Cloud Account ID number (provided in your Jim2 Licence Key email).

This will create your Happen Cloud Access ID number and ask you to create a password.

Remember this password!

Important: For the second and subsequent times using your Happen Cloud Account ID, you will need to remember this password to re-enter. It's important to remember this password as Happen Business cannot provide this to you.

You have now created your Happen Cloud Access ID, ready to enter into the Jim2 Mobile app.

3. Install Jim2 Mobile on your iOS device

On your chosen iOS device, search for 'Jim2' at the Apple App Store and install.

Start the app. Select the 'Settings' button in the lower right of the screen:

Select the "+" symbol to add the Happen Cloud Access ID.

Add the Happen Cloud Access ID created in Step 2, select 'Done'. You're connected!

To login, select the 'Sign In' button and enter your Web Logon ID (found in the User tab on your CardFile) and the same password you use to login to Jim2.

Quick Login Tip:

Once you log in to Jim2 Mobile, create a four-digit pin code rather than logging in each time using your username and password combination.

To create a pin code, select 'Options' in the lower right of the screen. Click 'Set Pin Code' to create your four-digit number, select confirm.

Note: This pin is specific to the device only.

Congratulations, you have completed setup.

Welcome to Jim2 Mobile!