Customers

How to use the Customers screen in the Console to manage your app’s end-users.

Customer Lookup

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From the Customers screen, you can locate your users by searching the fields such as First Name, Last Name, Email or Phone number. As you type the results are automatically filtered.

Reset Passwords

After locating the end user’s entry, you can use the Reset Password button to change their password. Enter in the new password for the user and confirm.

Note: This password takes effect immediately. Be sure to confirm with the user what password they should start using.

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Disable/Enable Accounts

After locating the end user’s entry, you can use the Disable Account/Enable Account button to toggle a user’s account status. After clicking on this button, you must confirm that you want to perform the action.

Note: This change takes effect immediately. As soon as a user’s account is disabled, they will no longer be able to access any part of the dashboard or mobile app and any attempts to login to their existing account will fail with an appropriate message.

Remote Assistance

Using the console, you can open a view of the customer’s dashboard. This powerful feature allows you to remotely assist the customer by logging into their account so that you can help configure their account or solve issues remotely.

To access this feature, simply click on the Remote Assistance button shown after looking up the customer’s account information. Remote assistance will log you into the customer’s account in your browser where you will have full control of the customer’s dashboard and can perform operations as the logged in user.

Upload Devices to White Label App

You may bulk upload devices into your White Label App for your new and existing customers.

• For existing customers: locate the Admin email and select Upload Devices under the actions feature

• For new customers: create the customer account in your White Label App first, then in Console > Customers select upload Devices under the factions feature

For both methods you will need to Download the Upload Template File and save as a .CSV

The following video walks you through the steps of uploading devices for new customers. If you have an existing customer, jump to Chapter 2 in the video “Add New Location”