Connected Accounts

Connected Accounts

• 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

1. Navigate to:

Account > Connected accounts > connect new account

2. 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).

1. You can create the Service Plan on initial setup of the connected account, or do it later.
2. To edit the Service Plan, navigate to:
3. Account > Connected accounts > (select the account) > Add service plan