Guides

Welcome!

A guide to help you get started in the Customer Portal.

Overview

The Device Cloud enables you to remotely access and support all your devices from anywhere in the world, through one unified view. The Customer Portal is designed to enable faster issue resolution and greater operational efficiencies, while extending life cycles and lowering the total cost of ownership for your devices and equipment.

Streamlining Device Management

The Customer Portal offers a suite of tools designed to simplify and optimize the management of your connected devices throughout their entire lifecycle.

The platform supports:

  • Device onboarding and management: streamlines the process of setting up, configuring, organizing and controlling your device fleet, ensuring efficient and scalable deployments.
  • Remote monitoring and management: send remote commands, manage firmware versions for your device fleet, centralize management of device files, licenses and warranties.
  • Data and insights: monitor device performance, analyze trends and extract information through real-time data visualization and customizable reports.
  • Subscription management: easily purchase and manage device subscriptions.
  • Security and compliance: ensure data privacy and system integrity through measures like secure communication protocols, user access controls and adherence to industry standards.
  • Additional features: enhance the Customer Portal’s capabilities by offering over-the-air updates, scripting for automation and integrations with external systems, further optimizing device management and streamlining workflows.

What will you find here?

This guide covers the basics of using the Customer Portal. You’ll learn how to:

  • Sign up or Sign in
  • Set up a space
  • Claim a device
  • Invite other users to your account

Step 1: Sign in or Sign up

Create your account or login to an existing one

The following steps assume you have administrative access to the account (either by being the one to open it or being granted by one of the existing account administrators.

Step 2: Add a space

Create a new space

Step 3: Claim a device

Claim your first device

Step 4: Invite a new user

Invite a user


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Congratulations!

You learned about the Organization Overview screen, created spaces, claimed a device, and added a new user to your company. Well done - you’re up and running!