How do I set up a new Customer?

How do I set up a new Customer?

Create customer, users, and roles.

Here is our recommended sequence of steps for adding in a new customer under your integrator platform!

 1. Under Customers menu click Add and fill in required fields to create a new customer


Step 1


2.  Add customer cameras to the system and choose appropriate billing plans for each camera 

Steps 2

3. Then create roles according to customer needs

Steps 3

 

4. Next create users for every person who will need to have access to the cameras

Steps 4

 

5. Lastly assign roles to users to give appropriate level of access to cameras for each user 

 

**Additionally, you can create Alerts for specific events according to the customer needs**


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 Optional Step

By default, this customer will have access to all modules of our system except ability to add P&P camera.
You can control access to any of the features for every customer individually under their ACCOUNT PROFILE tab.
Restrictions will apply to all users of the selected customer, but won't affect any other customers.

 

If you "Disable' the customer this will stop all cameras that belong to this customer from being recorded and restrict access to all systems for all users under this customer. 

NOTE: when your re-enable a customer all of his cameras will become enabled as well, so if there are any cameras that should remain disabled you will need to disable them after the customer was enabled.


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