The Dealer Dashboard allows an Installation-Partner to view and manage (add/edit/remove) their Customer Accounts through the ProdataKey app and PDK.io website.
When an Installer-Partner logs into the PDK.io website or accesses the Manage tab in the ProdataKey App, they will be shown the Dealer Dashboard for their company. From the Dealer Dashboard, customer accounts can be created, accessed, edited, or deleted.
| Accessing a Customer | Add a New Customer | Editing/Deleting a Customer |
Accessing a Customer
To access a Customer, the Installation Partner just needs to tap/click on the Customer name to open the Customer Dashboard.
Add a new Customer
The process of adding a new Customer to the Dealer Dashboard begins by clicking the yellow plus (+) icon next to Customers.
Doing this will open the 'Add Customer' dialogue screen. This is shown in the image below.
Name - Enter the 'Customer' account name in this field. This name will be visible to anyone able to access the Customer Dashboard.
Below the Name field are the available options that can be added to the Customer account (some options require additional billable charges). For information regarding adding Bluetooth or Mobile App credentials to a Person, please refer to our article about Adding a Credential to a Person.
- Use Bluetooth Credentials - Tap/click the checkbox to enable/disable the feature allowing Bluetooth credentials.
- Use Mobile App - Tap/click the checkbox to enable/disable the feature allowing ProdataKey Mobile App credentials.
- Reporting Plan - Tap/click the plan (Small Business/Commercial Essentials/Premium Enterprise) that will be selected 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.
To configure a Legacy Customer (for use with legacy Integrations), tap/click the arrow next to 'Advanced' to open these options.
- Legacy System - Tap/click the checkbox to create a 'Legacy' system, disabling certain cloud-centric features and allowing 'Comelit', 'Azure Active Directory', and older third-party integrations.
- Comelit - Tap/click the checkbox to enable the Comelit intercom system integration.
- Azure Active Directory - Tap/click the checkbox to enable the Azure Active Directory integration.
After selecting the available features you wish to use, tap/click Save in the upper right corner to finish adding the new Customer to your account and return to Dealer Dashboard.
The new customer icon is displayed under the Customers heading and all Customers are listed in alphanumeric order. Tapping/clicking on the newly created Customer icon will open the Customer Dashboard for that Customer.
Editing/Deleting an existing Customer
Performing a press-and-hold on the Customer's name or mousing over it will bring up the icons to delete or edit the Customer, indicated by the arrow in the image below.
Editing Customers
If required, the Customer Details can be edited by clicking the Edit (pencil) icon.
Important Note: A previously created customer does not have the ability to access and change anything in the Advanced subsection.
In addition, once a Customer Account has been created, the Account can be configured as a Demo account by enabling the Checkbox at the bottom of the page.
Delete Customers
Long-press or hover the cursor over the customer to be deleted and click the delete (garbage can) icon to remove the Customer Account.
NOTE: All data for the selected customer will be lost and unrecoverable when deleted; perform this delete function with caution.
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