In this Guide we’ll walk you through the process of setting up a new account from scratch - creating your account, adding hardware, and sending invites so that other users can start using the account. We’ll walk you through the process as well as give you tips & tricks you’ll want to keep in mind for success.
...
Open your web browser and go to the dashboard landing page.
Select Create Account and fill in your details.
You can choose to create an account using your personal details or if you prefer you could set up a generic account. Using a generic email/contact Depending upon your organization, you may wish to use a generic account login for the Admin such as iot-admin@<yourcompany.com>is one approach you could take if you think for example that the Admin for the account might pass to someone else in the company at some point. This may help avoid having the swap Admins due to personnel changes at your company.Create a new Company and first location by filling in the location details.
Companies & Locations can be though of as Folders that help you organize your devices. In this sense a Company is a parent folder, a Location is a subfolder and the devices are organized within locations.
...
After setting up your Company & Location, you can start immediately adding Gateways and Sensors.
| Info |
|---|
After creating your account you will see the Add Gateway + Add Sensor process appear automatically. However you can perform this same process later by expanding the location Menu and selecting Add Gateway or Add Device. |
Scan your Gateway to add it to the account
Scan the QR
...
Finish the add gateway process to proceed to adding sensors which will connect.
Scan your Sensor to add it to the account
...
Scan the QR Code found on the Sensor.
...
Finish adding the sensor. You will then be shown a summary screen confirming the addition of the device and letting you know that a Sensor Map, and any default Alerts and Reports that were automatically set up that include this sensor.
...
Codes on your first Gateway and Sensor to add them into your account.
| Tip |
|---|
After adding a Gateway and Sensor(s) your solution is now ready to be used. You should deploy the hardware in your facility and verify that things are working. |
...
After deploying any piece of hardware in your facility, we highly recommend taking some time to verify that the sensors are reliably communicating readings into your account.
| Note |
|---|
This is one the top tips we have for completing new setups. Even though this step may take a bit of time to check off, experience has taught us doing so now will allow you some confidence that your monitoring solution can be left alone to do its job in the background for youthis now pays off in the long run. |
We recommend using the dashboard to verify that at least over the course of an hour or two, there is strong Signal Strength (RSSI) and zero missing readings from each sensor. If either of these are a problem, fixing the issue now will save you lots of headaches in the future.
You may wish to see our Tips on Verifying Sensors are transmitting regularly which walks you through how to use the app to do soverify things are working.
...
5. Send Invites to additional users with permissions to access the account
As an Admin, you may be setting up a monitoring account so that others can use it for their day to day tasks. Adding Contacts in the account allows you to send out Invites and grant specific permissions to those users.
| Tipinfo |
|---|
If earlier you created a shared login for your Admin account, this is also your chance to add yourself as a contact so that you can have your own login as well. |
...
Go to Contacts in the top nav bar.
...
Select Add Contact to start creating a new contact.
...
Fill in the details for the user. Don’t worry if you make a mistaken in Phone number or name - the contact can change this later when they finalize signup.
...
Using the Access field, grant the user permission to the Location you want them to be able to access.
...
The Contacts screen lets you Add new Contacts. During this process you can assign each contacts Access Permissions which affect what they are allowed to do. When you add a new contact in this manner, they are automatically notified by email with a link to complete their signup.
| Tip |
|---|
After adding Contacts in the account, those contacts are now able to be added as Alert and Report recipients as well. |
You may wish to see what the levels of Access affects when granting them permission to each location.
Where to go next
Looking for a quick tour of the Features of the App?
Check out our App Basics: Overview to a quick introduction to the app and navigating each feature.
...
6. Customize the default Alerts and Reports
...
When Gateways and Sensors are added into the account, some default Alerts and Reports get created automatically. After verifying that your devices are working as expected, you should can then customize your Alerts so that the thresholds are appropriate for your monitoring situation. You will likely also want to add additional recipients so that they receive the default reports generatedthese to your liking.
Adjust the Alert Thresholds so that they only alert you when things are out of range. You can also adjust who gets notified. Don’t forget these default Alerts are disabled by default - you’ll want to Enable them so that they run.
See App Basics: Enable and Customize default Alerts.
Automatic Daily Reports are added that provide a summary of your Location. You can add additional Contacts who should receive the report as well.
See App Basics: Add Contacts to Reports.
...
7. Take a quick tour of the App Features
Looking for a quick overview of the App features and how to navigate things? Check out our App Basics: Overview to watch a quick video.