Dealer Homepage

The Dealer Homepage allows an Installation Partner to view and manage their Customer Accounts (add, edit, or remove) through the PDK Access app and the PDK.io website.

When an Installer Partner logs in to the PDK.io website or accesses Manage Access in the PDK Access app, they will see the Dealer Homepage for their company. From the Dealer Homepage, customer accounts can be created, accessed, edited, or deleted.

Accessing a Customer

To access a Customer, the Installation Partner simply taps or clicks the Customer's name to open the Customer Dashboard.

Add a new Customer

The process of adding a new Customer to the Dealer Homepage begins by clicking the + Create Customer icon next to Search customers. 

Doing this will open the Create Customer sidebar. This is shown in the image below. 

Customer Name - Enter the Customer account name in this field. This name will be visible to anyone able to access the Customer Dashboard.

Industry and Install Type - Enter the Industry type for the Customer and select whether this is a New Install or Replacing/Upgrading an Existing PDK System. 

Below these fields are the available options that can be added to the Customer account (some options require additional billable charges). For information on adding Bluetooth or Mobile App credentials to a Person, please refer to our article on adding a Credential to a Person.

• Enable issuance of Bluetooth Credentials - Tap or click the toggle switch to enable or disable this feature.
• Enable issuance of Mobile App Credentials - Tap or click the toggle switch to enable or disable this feature.
• Reporting Plan - Select the plan (Small Business, Commercial Essentials, or Premium Enterprise) that will be used for this customer. While the Small Business plan is included at no charge for all Customers, selecting either of the other available plans requires a yearly fee.

After selecting the available features you wish to use, tap or click Save in the bottom right corner to complete adding the new Customer to your account and return to the Dealer Homepage. 

All Customers are listed in alphanumeric order. Tapping or clicking the newly created Customer icon opens the Customer Dashboard for that Customer.

Editing or Deleting an existing Customer

Editing Customers

If necessary, Customer details can be edited by clicking on System Settings in the Customer's Dashboard.

Additionally, once a Customer Account has been created, it can be configured as a Demo account by enabling the toggle switch in the Demo System section. 

Enabling or disabling the issuance of Bluetooth or Mobile App credentials can also be changed under the Credential Settings section.

Delete Customers

In System Settings, the Customer and System can be deleted under the System Management section. 

NOTE: All data for the selected customer will be lost and unrecoverable upon deletion; perform this operation with caution.