C24 Dealer Portal Application

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C24 Dealer Portal Application Rev 100

description

C24 Dealer Portal Application. Rev 100. Administration Application. Support Tool to configure, control , and support your customer’s systems https://admin.c24manager.com/admin/. Admin Users-Access Roles. Custom roles (CSR) with different mixes of permissions can be assigned to Admin Users. - PowerPoint PPT Presentation

Transcript of C24 Dealer Portal Application

Page 1: C24 Dealer Portal Application

C24 Dealer Portal Application

Rev 100

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Administration Application

• Support Tool to configure, control , and support your customer’s systems

• https://admin.c24manager.com/admin/

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Admin Users-Access Roles

Access Role

Dealer

Dealer-CSR1

Dealer-CSR2

Dealer-CSR3

• Custom roles (CSR) with different mixes of permissions can be assigned to Admin Users

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Permissions  Dealer  CSR3 CSR2 CSR1Users      Read User Information x x xEdit User Information x x  Reset User Password x x  Create New Users x x  Delete User x x  Check User History x x  Open End User Portal x x         Installer Users      Read Installer Information x x xEdit Installer Information x x  Reset Installer Password x x  Create Installer Login x x  Review Installer History x x         Admin Users      Read Admin user information x x  Edit Admin user information x    Reset Admin Password x    Create Admin Login (Same or below) x    View Admin user history x x  

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Permissions  Dealer  CSR3 CSR2 CSR1Sites      Read site information x x xView Site Users x x xAccess to dashboard x x xEdit Site Informaiton x x  Set Owner of a site x x  Create a new site from a kit x    Delete a terminated site      Run site diagnostics x x         Gateway      Read gateway information x x xclear gateway status x x  Force gateway sync with server x x xReboot gateway x x xRe-establish gateway security certificate x x  Replace a gateway x x  Rub diagnostic on gateway x x         Devices      Read Device Information x x xView pending outgoing device data x x xSet device status x    Add a device x    Remove a device x    Access device activity history x x xReplace a device x x  cancel pending outgoing device data x x  

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Permissions  Dealer  CSR3 CSR2 CSR1Automation      Read automation information x x xEdit automation information x x  Delete an automation x x         Schedules      Read schedule information x x xEdit schedule information x x  Delete schedule information x x         Alerts      Read alert information x x xEdit alert information x x  Delete alert information x x         Actions      Read action information x x xEdit action information x x  Delete action information x x  

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Installers Accounts

• Installer accounts can be created at the Dealer level– e.g. A site that is activated by Installer 1 will be in Dealer A’s

account automatically– Only Dealer A can access the sites activated by Installer 1, 2 or

3

Sites

Installers

Dealer Dealer A

Installer 1

Site ID 006035030012

(User A1)

Site ID 006035036812

(User A2)

Installer 2

Site ID 006035031129

(User A3)

Installer 3

Site ID 006035020098

(User A4)

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Tabbed Interface

• Tab interface allows searching of End Users and/or their site

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Administration

• Under the ‘Admin’ tab, you have the ability to Search or Add Dealer Portal administration users

• Select the ‘Installers’ sub menu tab to Search or Add Installer administrators (for installation and activation of sites)

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Administration

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Administration

• Account Status– Allows you to lock out or inactivate an Admin/Installer user

• Access Role– Defines the permission level of the Admin/Installer user

• History– Review all logged history of the Admin/Installer user

• Change Username– Change login username of the Admin/Installer user

• Reset Password– Sends email to the Admin/Installer user with link to reset their password

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Find User or Site

• Using the Dashboard, find a site or user

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Dashboard

• Selecting the ‘Username’ will take you to ‘Users’ tab information• Selecting the ‘Site ID’ will take you to ‘Sites’ tab Information• Selecting the ‘View’ button will take you to ‘Dashboard’ overview

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Site Dashboard

• Dashboard gives Full overview of user/site information

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Dashboard Action Buttons

• Reset Password– Use it when the end user forgot the password

• Sync Now– Force the HUB to communicate with the server immediately

• Reboot Gateway– Reboot the HUB device

• Run Diagnostics– Run the diagnostics tool and check the system health (refer to ‘Diagnostics’

section further down)

• Open Portal as Site Owner– Login to the customer’s web portal as an admin

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User Information

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User Action Buttons

• Account Status– Allows you to lock out or inactivate a User

• History– Review all logged history of user

• Change Username– Change login username

• Reset Password– Sends email to User with link to reset their password

• Accessible Sites– Indicates the Sites the user has access to. Selecting the site will bring

up the Site Information page.

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Site Information

Service Packages

DNIS and Account Code

Panel Version

Site Options

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Site Information

• DNIS and Account Code– Search fields; recommend using DNIS/Account Code to aid in site

searching through the ‘Dashboard’

• Panel Version– Indicates panel and module type and versions

• Service Packages– Configures the account Billing Package used and the firmware Upgrade

Group

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Site Information

• Site Options– Run the diagnostics tool (refer to ‘Diagnostics’ section further down)– Open Portal as Site Owner

• Allows you to login to End User portal and see their information (except recorded or live video)

– Set Owner• Change owner of the site• Note: Site Owner is the only one who can create/edit Alerts or add

additional Users

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Site Status

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Site Status Options

• Active– A site is in active running status

• Install– A site is in install mode, installer can login to this site using an installer

impersonate user login

• Suspended– Blocks logins to the site/account. The HUB periodically checks to see if

the status has been reactivated. When you change the status back to Active, the HUB will become active automatically

• Terminated– A site/account has been terminated. The HUB does not check its status

unless it is rebooted.

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Diagnostics

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Diagnostics

• Running Diagnostics will automatically scan all technologies and indicate any concerns/errors

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Diagnostics

• ‘Wi-Fi ‘will indicate all wireless networks within range of the HUB

• Note it may recommend the HUB be changed to a different channel

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Diagnostics

• ‘IP Devices’ will indicate the signal strength of cameras and touchscreens

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Diagnostics

• ‘Relearn Mesh’ will reset the entire network and recreate a new ‘Mesh’

• ‘Rescan Z-Wave’ will check status of all connected devices

• ‘Z-Wave’ will display the Mesh Network topology

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Thank You