Customers
Organizations, as customers, possess access to the customer portal. Within this portal, they have the capability to claim devices and remotely perform configurations and monitoring processes.
![management>customers.png](https://files.readme.io/4ecc36e-Customers.jpeg)
Upon clicking the "Create Customer" button and entering the necessary information, a branded welcome email containing a password reset link is automatically sent to every added customer, facilitating access upon completion.
![management>add customer.png 2557](https://files.readme.io/ca33af1-createcustomer.jpeg)
Details for the customer
After the creation of a customer account, they gain the ability to claim and oversee devices. As a manufacturer, you possess the capability to allocate devices to customers, provide remote support, and establish a connection between their account and a Managed Service Provider (MSP).
When onboarding a new customer, there is a provision to provide administrative privileges to the newly added user for the partners' portal.
Create new customers - video tutorial
This video demonstrates the two ways to create a new customer.
Lab Accounts
For testing purposes, utilize this environment as a sandbox to simulate interactions from both the MSP’s and customer’s perspectives. This allows you to explore and test various functions within a demo, non-live setting. Additionally, you can simulate the process of purchasing digital products without the necessity of entering actual credit card details and more.
To access the lab, follow these steps:
- Navigate to Customers in the system.
- Locate your Lab account.
- Click the "Visit Portal" button next to your Lab account.
- This will direct you to the portal associated with your Lab account.
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Note: All models created (even unpublished units) will be visible in the lab environment, allowing you to test them before actually making them available to MSPs/customers.
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.”
Updated 6 months ago