Integrators - Preparing to Work with a New Customer Account

Integrators - Preparing to Work with a New Customer Account

This article describes the high level steps necessary when preparing to work with a new customer Account. Only users with the role of Headquarters Administrator or Coordinator have the ability to perform these actions. 

Step 1 - Create the New Customer Account

  1. From your Headquarters, select the Accounts menu to view a list of existing Accounts.
  2. Click the + Create Accounts button to begin the process.

For steps to create a new Account and give users access to the Account, see the article: Creating New Accounts
For steps to create and manage your Headquarters Users, see the article: Managing Headquarters Users

Step 2 - Add the Sites, Buildings and Plans to the Plan Library

  1. From your Headquarters, click the drop-down to select the Account.
  2. Select the Plan Library menu to view a list of existing Sites, Buildings and Plans.
  3. Click the + Add New button.


  4. Select the New Site, New Building, or New Plan button and follow the workflow to enter all the information needed.
  5. You can then upload an existing plan file from your computer or choose a blank plan. Once added, you can use it to create  new Design or Installation Projects. 

Step 3 - Create a Design Project

  1. Select the Design Projects menu to view a list of existing Design Projects.
  2. Click the + New Design button to begin the process of naming the project and selecting the appropriate plans to be included in the project.

  3. Open the Plan, then click the Edit Plan button to begin designing and placing devices and tasks on the plan.











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