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Connected Accounts
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- Installers and Operators use Connected Accounts to help manage their customers.
- An Account can have many Connected Accounts.
- The installer/operator should create a Connected Account for each of their customers. The admins of both the Primary Account and the Connected Account can administer all of the Connected Account's locations.
- A Service Plan can be created for each Connected Account.
Creating a Connected Account
- Navigate to:
Account > Connected accounts > connect new account
- Configure the account per the steps from the Create a New Account section
Creating a Service Plan
- Service Plans allow Installers and Operators to set pricing for their services.
- A unique Service Plan can be created per Connected Account (i.e. per customer).
- You can create the Service Plan on initial setup of the connected account, or do it later.
- To edit the Service Plan, navigate to:
- Account > Connected accounts > (select the account) > Add service plan