Manage customers

In the portal, a customer is the client where your gateways are installed, such as a homeowners' association or a company. You link every gateway that you add to a customer. An end customer does not see Customers in the menu. A team member with the role Read only can view customers but cannot change anything.

What you need

• The role Owner, Admin or Technician to add and change customers.
• The role Owner or Admin to close or delete a customer.

Add a customer

Loading the walkthrough.

This prepares a customer before the first gateway exists. Only Name is required.

1. Open the customer list

   Open Customers in the menu.

2. Start adding

   Click Add customer at the top right. The Add customer window opens.

3. Enter the name

   In Name, enter the name of the customer, for example Parkview Residents' Association.

4. Choose the address

   To see the gateways of the customer on the Fleet Map, choose the address in Location from the suggestions that appear while you type. An address that you only type in does not put a gateway on the map.

5. Enter the contact person

   In Contact person, enter the name of your contact at the customer.

6. Enter the email address

   In Email address, enter the address of the contact person.

7. Enter the phone number

   In Phone, enter the number of the contact person.

8. Save the customer

   Click Add customer. The customer page of the new customer opens.

Choose a customer when you add a gateway

You link a new gateway to a customer during Add a gateway, in the step after the serial number. Without a customer, you cannot click Link gateway.

• If the customer is already in the list, choose it in Select customer.
• If the customer is not in the list yet, click + Create new customer, enter Customer name and choose the address in Location from the suggestions. The customer then also appears in Customers, and you enter the contact details later on the customer page.

The gateway gets the name of the customer when you add it. If several gateways belong to one customer, give each of them its own name in Gateway settings. On the gateway page, the customer appears under the name of the gateway. Click the customer name to open the customer page.

Change the customer of a gateway

You link a gateway that is already in your organisation to another customer from the customer page. It then disappears from its old customer.

1. Open the customer list

   Open Customers in the menu.

2. Open the customer

   Click the card of the customer that should get the gateway. The customer page opens.

3. Start linking

   In the block with the gateways, click Link gateway. The Link gateway window opens.

4. Choose the gateway

   In Gateway, choose the gateway. If it already belongs to a customer, that customer appears in brackets after the name.

5. Save the link

   Click Link. The gateway now appears in the block with the gateways of this customer.

In Gateway settings of a gateway, the block Algemeen (General) has the field Customer. Use Change to choose another customer, a New customer or No customer, and click Save. To change several gateways at once, select them in the table under Gateways. Then use Assign at the bottom of the screen to give them all the same customer in one go.

The customer page

In Customers, every customer appears as a card, with the number of gateways, how many are online and offline and the contact details. You search the list by name, city, contact person or email address. Click a card to open the customer page.

The table shows what the customer page contains.

Change customer details

You change the contact details, address and notes of a customer on the customer page.

1. Open the customer list

   Open Customers in the menu.

2. Choose the customer

   Click the card of the customer. The customer page opens.

3. Start editing

   Click Edit at the top right. The fields under Customer details can now be changed.

4. Adjust the details

   Adjust the details. You choose a new address in Location from the suggestions.

5. Save the change

   Click Save.

Address and notes also appear in Gateway settings of every gateway of the customer, in the block Algemeen. If you change them there, the change applies to all gateways of the customer. Installation location in the same block belongs to the gateway itself, for example Meter cupboard. What else you set for a gateway is described in Gateway settings.

Close or delete a customer

An owner or admin finds Close customer and Delete customer under Actions on the customer page. The portal asks for confirmation first in both cases.

Close customer ends the access of all end customers of the customer. Gateways, dashboards and history are kept.

Delete customer removes the customer with its contact details, address and notes from Customers. The confirmation says Delete customer? Gateways will be unlinked.