Hydrawise: How to add a customer to a contractor account

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April 26, 2019

In this video, we are going to show you how to add a customer to your Hydrawise contractor account. You will need your customer’s email address to get started. Once they are added, you will be linked to their account, so you can modify and view their controller information. If your customer has already set up their Hydrawise account, you can still link them to your account. We’ll show you how to do that later in this video. If you’re not sure if they have an account, just enter their email address or controller serial number, and we’ll check for you. We’ll show you how to do that now. Once you are logged in to your Hydrawise account on your mobile device, you can access your Multi-Site Manager from the icon on the upper right side of the screen. From your computer, the Multi-Site Manager can be accessed in the same area by selecting the three-person icon dropdown list. Go to Add New Customer button located at the bottom of the list. This will open a new window: Type in your customer’s email address, or their controller serial number, and then select Next. If they previously set up their own account prior to installation, you will see a window that will let you request access to their account. When you select Request Access, they will receive an email with your request to manage their controller. That is all you can do until they approve your request. Once approved, you will have access to their device. If your customer does not have an account when you enter their email address or controller serial number, a new window will open with fields to fill out to complete the setup process. Enter the customer’s name… Then Select the type of user from the drop-down list—there will be two options: -If you want your customer to have full control over their system, select “Can modify configuration and run zones” -If you don’t want your customer to change their configuration, select “Can view configuration, manually run zones. Finally, check the box if you do not want your customer to receive the activation email. Otherwise, leave unchecked, and the customer will receive the activation email. When you select Create, you be taken through a wizard to set up your customer’s controller, and the controller will be linked to your account. Once the customer’s account is activated by clicking “Lets Get Started” and setting a password, they can view their Home Screen. Your new customer will then be visible in your list of customers in the Contractor Portal. Thanks for watching this video on adding a customer to your contractor account. Please view other tutorials to learn even more about this tool for your business, or visit the support section at Hydrawise.com.

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