Customers

Customers are organizations that have access to the end users portal, where they can claim devices and configure and monitor them remotely.

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Adding a new customer is simple – click the “Create Customer” button and fill in the customer’s information. Every customer that is added will get a branded welcome email from you, with a password reset link which will grant access once completed.

For details on customizing your brand identity for these emails, see the section on the
customer portal.

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Details for the customer

Once a customer has been created, they can claim and manage devices; as a manufacturer, you can assign devices to them, remotely support them, and link their account to an MSP.

When adding a new customer, you have the option to grant the new user admin rights to the partners portal.

If you select “Generate sample data” when adding a customer, when that customer logs in to the end users portal it will be populated with dummy data that they can use as a guide for configuring and using the portal.

Create new customers - video tutorial

This video demonstrates the two ways to create a new customer.

Lab Accounts

You can use this as a testing/sandbox environment to simulate interactions on the MSP’s/customer’s side; it allows you to familiarize yourself with and test functions in a demo, non-live environment, simulate purchasing digital products without the need to enter credit card details, and more.

To access the lab, navigate to Management > Customers, then click the “Visit Portal” button next to your Lab account.

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Models

Note: All models created (even unpublished units) will be visible in the lab environment, allowing you to test them before actually making them available to MSPs/customers.

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Products Purchasing

When you use the Lab account, no credit card details are required to make purchases. This makes it easy to test your digital products. On successful purchase, a “test charged” message will appear when you click “Pay.”