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.

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. Enter the Name.
4. [Optional] Enter the Site, Location, Email, Phone Number, Customer ID and Notes.
5. [Optional]: Click Save & Close to save the customer details.
6. Click Save & Add Project. To add a project, see the Adding a Project section.

7. Click Save & Add Users. To add a Customer User, see the Adding a Customer User section.

   • [Optional]: Click Save & Close, or Save & Create Another User, or Save & Add Device depending upon your requirement.
   • [Optional]: Click Skip & Add Device. Select a Device from the drop-down list.
   • Click Next. To Configure Device, see the Configure a Device section.
   • [Optional]: Click Add More Devices depending upon your requirement.
   • 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.