Dealer registration
Overview
The Dealer registration flow lets you create an account in the Dealer Portal and submit a dealer application for approval. Use this page to:
- Create a Dealer Portal account.
- Create an Okta account.
- Submit a dealer application for approval.
This page helps Dealer Plus, Dealer, and Sub-dealer applicants complete the registration process and understand what happens after an application is submitted.
Before you begin
Required access
- You must have access to the Dealer Portal.
- You must have access to a valid email address that you can use to receive account verification messages.
Preconditions
- Dealer Plus applicants must set up their own PowerManage server before starting the registration process.
- You must have an authenticator application available to complete the 2FA setup.
- You must have your company, support contact, and billing information available.
- If you select Self-hosted, your PowerManage server must be online and available for verification.
Dependencies
- Account activation depends on email delivery from Okta.
- Dealer registration depends on Customer Service approval.
- Self-hosted registration depends on communication between PowerManage and the repository.
Important limitations
- A submitted dealer account remains pending until the application is approved.
- For self-hosted registration, billing must be enabled in the PowerManage license.
- The required ports must be open for a self-hosted PowerManage server to synchronize with the repository.
- You cannot approve a dealer on the Dealer Portal if a staff member with the same email address already exists on the server.
- Approving dealers is dependent on SMTP configuration in PowerManage. Ensure SMTP server details are set up before attempting dealer approvals.
How to use this page
Access the Dealer Portal
To become a Dealer Plus, Dealer, or Sub-dealer for IQ and Neo 5 panels, submit your request through the Dealer Portal.
When Customer Service approves the dealer's request, it sends an email with the PowerManage username and one-time password (OTP). The dealer must change the OTP on the first sign-in.
- When the Customer Service approves a Sub-dealer request, it sends a notification email to the Dealer Plus of the Sub-dealer too.
- When the Customer Service suspends or unsuspends a dealer, it sends a notification email to the dealer.
Dealers, sub-dealers, and dealer installers can view panels in the dealer group.
PowerManage uses the dealer ID to add IQ and Neo 5 panels to the relevant dealer group.
To register a new account, visit the Dealer Portal and follow the prompts.
Registration Okta
If you do not have an account, select the Sign up link at the bottom of the page.
If you already have a registered Okta account, go to the Dealer application section.
- Sign up
- Enter account details
- Select an authenticator
- Scan the QR code
- Verify the code
- Verify your email
| Callout | Name | Description |
|---|---|---|
| 1 | Username field | Text input field for entering the username or email associated with the account. |
| 2 | Next button | Continues the sign-in process after a username or email is entered. |
| 3 | Unlock account link | Starts the account unlock flow for users who cannot access the account because the account is locked. |
| 4 | Help link | Opens help or support information related to signing in. |
| 5 | Sign up link | Starts the account registration flow for users who do not have an account. Select Sign up to register a new dealer account. |
After you select the link, enter First name, Last name, Email, and Password that meet the stated requirements.
| Callout | Name | Description |
|---|---|---|
| 1 | First name field | Field for entering the user's first name. |
| 2 | Last name field | Field for entering the user's last name. |
| 3 | Email field | Field for entering the email address. |
| 4 | Password field | Field for entering the new password for the account. |
| 5 | Sign up button | Submits the registration form and starts the Okta account creation process. |
| 6 | Already have an account? link | Opens the sign-in flow for users who already have an account. |
On the next page, select the application that you will use for two-factor authentication (2FA).
| Callout | Name | Description |
|---|---|---|
| 1 | Google Authenticator Set up button | Starts the setup process for Google Authenticator as a security method. |
| 2 | Okta Verify Set up button | Starts the setup process for Okta Verify as a security method. |
| 3 | Back to sign in link | Returns the user to the sign-in page. |
On the next page, scan a QR code to link your authenticator application to the created account.
| Callout | Name | Description |
|---|---|---|
| 1 | QR code | QR code to scan with Google Authenticator during security method setup. |
| 2 | Can't scan? link | Opens an alternative setup option if the QR code cannot be scanned. |
| 3 | Next button | Continues the Google Authenticator setup process after the QR code is scanned. |
| 4 | Return to authenticator list link | Returns the user to the list of available security methods. |
| 5 | Back to sign in link | Returns the user to the sign-in page. |
On the next page, enter the code from the authenticator application in the Enter code field, then select Verify.
| Callout | Name | Description |
|---|---|---|
| 1 | Enter code field | Field for entering the verification code displayed in the Google Authenticator app. |
| 2 | Verify button | Submits the entered verification code to complete Google Authenticator setup. |
| 3 | Return to authenticator list link | Returns the user to the list of available security methods. |
| 4 | Back to sign in link | Returns the user to the sign-in page. |
On the next page, open the email from Okta with the subject Welcome to PowerManage, then follow the verification link.
| Callout | Name | Description |
|---|---|---|
| 1 | Enter a verification code instead link | Opens the option to verify the account by entering a verification code instead of using the email verification link. |
| 2 | Return to authenticator list link | Returns the user to the list of available security methods. |
| 3 | Back to sign in link | Returns the user to the sign-in page. |
Dealer application
If you already have an Okta account, sign in to be redirected to the Dealer application.
- Company
- Billing
- Hosting
- Review
After you select the link, you are redirected to the form for creating a new dealer. Enter the company name, address, and support information.
The company name is used in role names and in group description.
| Callout | Name | Description |
|---|---|---|
| 1 | Company Name field | Field for entering the company name. |
| 2 | Company Address section | Section for entering the company address, including country, address lines, city, state or province, and postal code. |
| 3 | Support Info section | Section for entering support contact details, including support contact name, phone number, and email address. |
Complete the billing information for the dealer application. Select Same as company details to use the company address and primary contact as the billing address and billing contact, or clear the option to enter different billing details. Then, select the currency to use for invoices and select Next.
| Callout | Name | Description |
|---|---|---|
| 1 | Same as company details option | Uses the company address and primary contact as the billing address and billing contact. |
| 2 | Invoicing currency field | Selects the currency used for invoices. |
| 3 | Back button | Returns to the Company step. |
| 4 | Next button | Continues to the Hosting step. |
- JCI Managed Cloud
- Self-hosted
In the PowerManage host section, select JCI Managed Cloud to use a fully managed cloud instance operated and maintained by JCI. No server setup is required. Select Next to continue.
| Callout | Name | Description |
|---|---|---|
| 1 | JCI Managed Cloud option | Selects a fully managed PowerManage cloud instance, powermanage.com, operated and maintained by JCI. |
| 2 | Back button | Returns to the Billing step. |
| 3 | Next button | Continues to the Review step. |
In the PowerManage host section, select Self-hosted to connect to your own PowerManage server. Enter the server address, and then select Next to continue.
| Callout | Name | Description |
|---|---|---|
| 1 | Self-hosted option | Selects a self-hosted PowerManage environment and enables the server address field. |
| 2 | Back button | Returns to the Billing step. |
| 3 | Next button | Continues to the Review step. |
For the process to be successful, your PowerManage server must synchronize with the repository, billing must be enabled in your license, the server must be online, the firewall must be configured correctly, and the required ports must be open.
Contact support if you encounter issues.
Review the company, billing, hosting, and display-name information before submitting the dealer application. To change information in a section, select the corresponding Edit link. Accept JCI's terms and conditions, and then select Submit.
| Callout | Name | Description |
|---|---|---|
| 1 | Terms and conditions option | Confirms agreement with JCI's terms and conditions. |
| 2 | Back button | Returns to the Hosting step. |
| 3 | Submit button | Submits the dealer application for approval. |
After you submit the application, the dealer account is created and remains pending until it is approved. The registration process is complete after approval.
- How Dealer Portal registration affects your PowerManage login see in Dealers.
Tips
- Prepare all company, support, and billing information before starting the dealer application.
- Use a valid email address and keep the Okta verification message available until account setup is complete.
- Verify the selected hosting option before submitting the application.
- If you select Self-hosted, confirm that the server is online, synchronized with the repository, and accessible through the required ports.
- Review all application information and the display name before selecting Submit.
Troubleshooting
Verification email is not received
Possible causes
- The registration email address is incorrect.
- Email delivery is delayed.
- The message was filtered to the spam or junk folder.
What to do
- Verify the email address entered during registration.
- Check the spam or junk folder for a message from Okta with the subject Welcome to PowerManage.
- Use the option to enter a verification code if it is available.
- Contact support if the verification email is not delivered.
Authenticator setup cannot be completed
Possible causes
- The QR code was not scanned correctly.
- The verification code expired.
- The code from the authenticator application was entered incorrectly.
What to do
- Scan the QR code again.
- Enter the latest code displayed in the authenticator application.
- Use Can't scan? to open an alternative setup option.
- Return to the authenticator list and select another available security method if necessary.
Self-hosted PowerManage instance is offline during host verification
Possible causes
- Required ports between PowerManage and the repository are closed.
- PowerManage cannot synchronize with the repository.
- Billing is disabled in the PowerManage license.
- The PowerManage server is offline.
What to do
- Confirm that the required ports are open on the PowerManage side.
- Confirm that PowerManage can successfully synchronize with the repository.
- Confirm that billing is enabled in the PowerManage license.
- Confirm that PowerManage is online.
- Contact support if the issue continues.
Dealer application remains pending
Possible causes
- Customer Service has not approved the application yet.
- Additional application review is required.
- A notification email was not delivered.
What to do
- Check the application status in the Dealer Portal.
- Verify the registration email inbox and spam or junk folder.
- Contact Customer Service or support for the application status.