LumiCloud Mobile App/Adding Device To User Account
Adding Devices To User Account (LumiPartner)
Description
In this document we will be going through how to add a device to a user account as a Luminys partner. This document will show the process as if the account is already fully active which means that you will first need to request authorization from the user in order to log in and make changes. If you add the device during the account creation process you will not need to request authorization. Important – You will need to let the customer know you are about to request authorization as they will need to be logged into their LumiCloud account on the web so they can accept the request.
Prerequisites
• LumiPartner App
• LumiCloud App
• Access to login to the LumiCloud and LumiPartner website
Step by Step Instructions
1. The first step will be to log into your partner account through the web as the request authorization option is not available within the LumiPartner application. Once logged into the Partner Portal, you will want to expand the customer section.
2. After expanding the customer section, you will want to click on Customer Management. You will then see a list of the user accounts added into your LumiPartner account. Locate the customer you are trying to manage and then click “Obtain Authorization” (as mentioned prior, the customer needs to be logged into their account to see the request)
3. After clicking on obtain authorization, it will bring up a smaller window that you will fill information into. The user field will be automatically populated based upon the account you chose. You can then choose how long you want to request access for, if there is a specific device you want to gain access to you can click on the device drop down and choose it, however for this document there are no devices yet so leave it blank. You then need to add some comments which will appear on the customers side, usually you would write something in as to why you are requesting access as an example. Once you have filled in the information, click share now.
4. The next step will be from the customers side, this picture shows what the customer will see after you make the request. It will provide information on what type of access you are requesting. The customer will need to select consent in order to allow you to log in and manage.
5. After the customer has accepted your request, you can then go to the LumiPartner app and log into the account. Once logged in, click on the “Customer Mgmt” button at the bottom of the app.
6. After choosing Customer Mgmt, you will be brought to a list of the customer accounts added to your partner portal. Scroll through to find the customer account that you just requested access to. You will notice that if you don’t have authorization to access you will only see the edit button, for accounts that you have authorization to you will have a link button. Click the link button for the account you want to access. In order for this to work you must have the LumiCloud app also installed as this will automatically launch the customers account in the LumiCloud app.
7. After clicking the link button, as mentioned it should launch the LumiCloud app automatically and log into the account for you. It may take you directly to the devices section, but the first thing you will want to do is go to the home page, then click the drop down in the top left and choose the section that is right for the device you will be adding. In this case we will be adding an NVR so we want to be on the video section.
8. After ensuring you are on the right section, you can then click on the device button at the bottom. Once on the device section, you will click the (+) button in the top right to begin adding the device.
9. After clicking the (+) add button, you may be prompted to allow access to your camera, this is so you have the option to scan the QR code from the physical device. You can add the device two ways from your mobile, either by scanning the QR code from the device, or you can click the Enter Manually button. If you scan the QR it will jump to the next step, or if you click enter manually it will take you to a screen to manually input the serial number. Click Define to move to the next step.
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10. On the next page, you will be asked to enter the device password as well as set up the time zone for the device and whether you want to enable DST. Once this is filled in, click next.
11. The page will spin to indicate it is in the process of adding and once done you will get an “Add Success”. From here you can click back to go back to the devices page.
12. You will now be back to the devices page and you should now see the newly added device. This concludes adding a device as a partner to a user account.
