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Admin Portal - Creating New Integrator & Customer
There are two main entity types available for creation: Integrator and Customer. Each serves a specific purpose in managing business relationships and providing video monitoring solutions.
Customer
Customers are typically the end-users who own the cameras, such as business owners or homeowners. Exceptions to this recommendation exist, but generally, each camera owner should have a separate customer account.
Steps to Create a Customer:
1. Select Customer Type
· Go to the Customers menu and click Add.
· In the popup, select the Customer option.
2. Enter Customer Details
· Fill in the required information about the customer.
· Click **Create** to add the customer to the list.
· Set default cloud recording settings, determine admin portal access, and configure camera
link-sharing permissions if needed.
3. Configure Billing Details
· Add billing information. If automatic billing is enabled, invoices will be generated based on the
pre-set rates.
· Specify whether taxes should be included in the invoice.
4. Restrict Access
· By default, customers have access to all system modules except for adding P&P cameras.
Access to features can be customized for each customer.
· Disabling a customer will stop all associated cameras from recording and block system access.
Re-enabling a customer will restore all cameras, but any cameras meant to remain disabled
must be manually adjusted after reactivation.
Address Entry Tips
· Ensure browser autofill is disabled to avoid conflicts with the Google Maps widget.
· Select the correct address from the Google Maps results to auto-complete the form and
enable customer creation.
· Following these guidelines ensures smooth entity creation and management.
There are two main entity types available for creation: Integrator and Customer. Each serves a specific purpose in managing business relationships and providing video monitoring solutions.
Integrator
Sub-integrators can be created to generate additional profit. These sub-integrators manage their own customers and business operations while remaining part of the primary integrator's business.
Note: Only integrator accounts can create sub-integrators.
Steps to Create a Sub-Integrator:
1. Select Customer Type
· Navigate to the Customers menu in the integrator account.
· Click the Add button and select the Integrator option in the popup.
2. Set Pricing
· Define the storage and traffic costs for the sub-integrator.
· Click Next to proceed.
3. Enter Sub-Integrator Details
· Provide the required details, including a valid email address.
· A confirmation email will be sent, and the sub-integrator will need to click the confirmation link
to access the system.
4. Assign Plans
· Select the plans the sub-integrator can access.
· Click Create Customer to finalize the process. The new sub-integrator will appear in the
customer list.
Address Entry Tips
· Ensure browser autofill is disabled to avoid conflicts with the Google Maps widget.
· Select the correct address from the Google Maps results to auto-complete the form and
enable customer creation.
· Following these guidelines ensures smooth entity creation and management.
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