Quick Actions¶

Quick Actions provide easy access to make additions from any place in the system.

Accessing Quick Actions¶

To access quick actions:

1. Log in to the Dashboard.
2. Click to view the quick actions.

Quick Actions Features¶

The Quick Actions pane displays the following icons:

1. Wizard - The wizard walks the user through the process of creating a new customer with a new project and users. It also allows the user to assign devices to the project. See Creating a Customer through the wizard.
2. Add Customers - Add a customer to the system.
3. Add Projects - Add a project to the system.
4. Add Users - Add a customer user to the system.
5. Assign Devices - Assign a device to a project.
6. Add Distribution Groups - Add a distribution group to the system.
7. Create Virtual Device - Add a virtual device to the system.

Creating a Customer through the Wizard¶

To create a customer:

1. Log in to the Dashboard.
2. Click and select Wizard. The Add Customer page opens.
3. Select the Create New Customer option from the dropdown, then select Add Customer.
4. Enter the Name.
5. [Optional] Enter the Site, Location, Email, Phone Number, and Notes.
6. Click Save & Close to save the customer details, or click Save & Add Project to continue the wizard. To add a project, see the Adding a Project section.
7. Click Save & Close to save the customer and project details, or click Save & Add Users to continue the wizard. To add a user, see the Adding a Customer User section.
8. Click Save & Close to save the customer, project, and user details, or click one of the following to continue the wizard:
   • [Optional]: Click Save & Close, Save & Create Another User (see Adding a Customer User), or Save & Add Device depending upon your requirements.
   • [Optional]: Alternatively, click Skip & Add Device to skip adding a user and continue to adding a device.

1. Selecting Save & Add Device or Skip & Add Device will open the Assign existing device menu. Select a Device from the drop-down list and click Next.

1. To Configure the Device, see the Configure a Device section.
   • [Optional]: Click Add More Devices depending upon your requirements.

1. Click Finish to complete the setup.

Add Customers¶

To add a Customer, see the Adding a Customer section.

Add Projects¶

To add a Project, see the Adding a Project section.

Add Users¶

To add a Customer User, see the Adding a Customer User section.

Assign Devices¶

To assign a Device, follow the directions beginning at step 5 of the Configure a Device section.

Add Distribution Groups¶

To assign a Distribution Group, see the Adding a Distribution Group section.