Library / App and web portal

Give a customer access to the facility

← More tasks for the same user

Before you start: Have assigned installer access, the correct panel model and the installation plan. Agree changes and test events with the responsible person.

The original manual's screenshots are older. Never share the installer account as a shortcut to customer access.

Steps

1. Open the correct panel or system.
2. In the older manual, select Accounts List → Add.
3. Choose Create an account for a new customer or Link to existing account for an existing account.
4. Check email, areas and feature permissions. Let the customer handle their own sign-in when linking.
5. Check that the customer can find the system in both the app and web portal.

You should see this: Access has been tested with the customer's own account.

If it does not work

• If a menu or feature is missing, check your role, area and the task's source status.
• If the expected result does not appear, note the error, device and time. Contact the installer or responsible administrator.

Older screenshots – only show as reference

This is not the documentation of today's menu location.

Updated screenshot for this task: missing.