LumiCloud Mobile App/LumiCloud Mobile Initialization Setup: Difference between revisions
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• LumiPartner Account</br> | • LumiPartner Account</br> | ||
• LumiCloud Application | • LumiCloud Application | ||
=Step by Step Instructions= | =Step by Step Instructions= | ||
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[[File:LumiCloud Dealer App1.PNG|300px]] | [[File:LumiCloud Dealer App1.PNG|300px]] | ||
2. | 2. Once signed into the partner app, you will want to navigate to the “Customer Mgmt” section along the bottom. | ||
[[File:LumiCloud Dealer App2.PNG|300px]] | [[File:LumiCloud Dealer App2.PNG|300px]] | ||
3. | 3. Once on the customer management page you will see any user accounts you have already created or have attached to your partner account. To get started creating a new user account, go ahead and click the (+) button in the top right corner. | ||
[[File:LumiCloud Dealer App3.PNG|300px]] | [[File:LumiCloud Dealer App3.PNG|300px]] | ||
4. | 4. After selecting the (+) icon to add a new user, it will bring up a section to fill in all of the information for the user. You will want to fill out all of the fields and then select confirm at the bottom. | ||
[[File:LumiCloud Dealer App4.PNG|300px]] | [[File:LumiCloud Dealer App4.PNG|300px]] | ||
5. | 5. After clicking on confirm, it will take you to a page confirming that the customer has been added successfully. Next if you want to launch into that user account to complete the remainder of the setup of the account you can select the “Go To” option at the bottom. | ||
[[File:LumiCloud Dealer App5.PNG|300px]] | [[File:LumiCloud Dealer App5.PNG|300px]] | ||
6. | 6. After clicking the Go To button, it will automatically launch the LumiCloud application since that is the application you use to manage the user account side. Here it will ask you to fill in a name for the organization as well as the installer account information. For the Installer account field you will input the email address for the dealer account that was used to create the account. Once you have filled the information in, click done. | ||
[[File:LumiCloud Dealer App6.PNG|300px]] | [[File:LumiCloud Dealer App6.PNG|300px]] | ||
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[[File:LumiCloud Dealer App7.PNG|300px]] | [[File:LumiCloud Dealer App7.PNG|300px]] | ||
7. | 7. Once that is done you can add devices to the account if you wish, however for this document we will skip that step for now. Navigate to the “Profile” section along the bottom. Once on the profile page, you can finish the setup of the account by clicking on “Complete Registration” at the bottom. | ||
[[File:LumiCloud Dealer App8.PNG|300px]] | [[File:LumiCloud Dealer App8.PNG|300px]] | ||
8. After clicking the complete registration button, it will pop up asking you to confirm the email address of the customers account that you just created so it can send them a confirmation email to finish the setup from their end. Input the customers email address and click done. This step completes the steps from the partner side of the process. | |||
8. | |||
[[File:LumiCloud Dealer App9.jpg|300px]] | [[File:LumiCloud Dealer App9.jpg|300px]] | ||
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==Part 2: User Account Setup== | ==Part 2: User Account Setup== | ||
1. | 1. Now that we have completed the process from the dealer side, we will look at what it looks like when setting up the account from the user account side. The first step as the user will be to go to the email address that was used to set up the account where you will locate the “Install Notification” email which will contain a link to complete the setup of the account. Click on the “Consent” button. | ||
[[File:LumiCloud Dealer Cus App1.png|1000px]] | [[File:LumiCloud Dealer Cus App1.png|1000px]] | ||
2. | 2. After clicking the consent button it will take you to a page to create a password for the account. After inputting the password , click next to continue. | ||
[[File:LumiCloud Dealer Cus App2.png|1000px]] | [[File:LumiCloud Dealer Cus App2.png|1000px]] | ||
3. | 3. After inputting the password you want to use, it will then take you back to the login screen to login for the first time using your email and password that you just created. | ||
[[File:LumiCloud Dealer Cus App3.png|1000px]] | [[File:LumiCloud Dealer Cus App3.png|1000px]] | ||
4. | 4. Once logged in, you will get a prompt to fill in the organization information. Click confirm which will take you to the correct page to fill in the information. | ||
[[File:LumiCloud Dealer Cus App4.png|1000px]] | [[File:LumiCloud Dealer Cus App4.png|1000px]] | ||
5. | 5. After clicking on confirm it will take you to the page for filling in the organization information. Click the edit button at the bottom so you can fill out the necessary information. After filling out the information you can click the save button to save the information. | ||
[[File:LumiCloud Dealer Cus App6.png|1000px]] | [[File:LumiCloud Dealer Cus App6.png|1000px]] | ||
6. | 6. Once you have completed that step you can navigate to the dashboard and tour the page. The next document will cover how to add devices to your user page. | ||
[[File:LumiCloud Dealer Cus App7.png|1000px]] | [[File:LumiCloud Dealer Cus App7.png|1000px]] | ||
Revision as of 07:55, 29 July 2025
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Description
This guide will walk through how to create a user account from within a partner account using the LumiPartner app. This document assumes you already have a partner account to log in with.
Prerequisites
• LumiPartner Application
• LumiPartner Account
• LumiCloud Application
Step by Step Instructions
Part 1: User Account Creation
1. The first step would be to go to the respective store for the model of phone you are using and you would want to download the LumiPartner app. Once you have the app, open it and log in using your dealer credentials.
2. Once signed into the partner app, you will want to navigate to the “Customer Mgmt” section along the bottom.
3. Once on the customer management page you will see any user accounts you have already created or have attached to your partner account. To get started creating a new user account, go ahead and click the (+) button in the top right corner.
4. After selecting the (+) icon to add a new user, it will bring up a section to fill in all of the information for the user. You will want to fill out all of the fields and then select confirm at the bottom.
5. After clicking on confirm, it will take you to a page confirming that the customer has been added successfully. Next if you want to launch into that user account to complete the remainder of the setup of the account you can select the “Go To” option at the bottom.
6. After clicking the Go To button, it will automatically launch the LumiCloud application since that is the application you use to manage the user account side. Here it will ask you to fill in a name for the organization as well as the installer account information. For the Installer account field you will input the email address for the dealer account that was used to create the account. Once you have filled the information in, click done.
7. Once that is done you can add devices to the account if you wish, however for this document we will skip that step for now. Navigate to the “Profile” section along the bottom. Once on the profile page, you can finish the setup of the account by clicking on “Complete Registration” at the bottom.
8. After clicking the complete registration button, it will pop up asking you to confirm the email address of the customers account that you just created so it can send them a confirmation email to finish the setup from their end. Input the customers email address and click done. This step completes the steps from the partner side of the process.
File:LumiCloud Dealer App9.jpg
Part 2: User Account Setup
1. Now that we have completed the process from the dealer side, we will look at what it looks like when setting up the account from the user account side. The first step as the user will be to go to the email address that was used to set up the account where you will locate the “Install Notification” email which will contain a link to complete the setup of the account. Click on the “Consent” button.
2. After clicking the consent button it will take you to a page to create a password for the account. After inputting the password , click next to continue.
3. After inputting the password you want to use, it will then take you back to the login screen to login for the first time using your email and password that you just created.
4. Once logged in, you will get a prompt to fill in the organization information. Click confirm which will take you to the correct page to fill in the information.
5. After clicking on confirm it will take you to the page for filling in the organization information. Click the edit button at the bottom so you can fill out the necessary information. After filling out the information you can click the save button to save the information.
6. Once you have completed that step you can navigate to the dashboard and tour the page. The next document will cover how to add devices to your user page.
