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Version: 5.0 🚧

Dealers

Overview​

The Dealers page explains dealer registration, dealer groups, dealer roles, and dealer installer workflows.

Use this page to:

  • Understand dealer types and deployment models.
  • Register a Dealer Plus, Dealer, or Sub-dealer.
  • Understand which objects PowerManage creates after dealer approval.
  • Troubleshoot dealer registration and dealer installer access issues.

This page helps administrators and dealer operators keep dealer access, installer access, panel visibility, roles, and groups aligned with the dealer structure.

Before you begin​

Required permissions​

  • You must have permission to view and manage staff to add, enable, or suspend dealer installers.

Preconditions​

  • A dealer request must be submitted and approved before dealer objects are created.
  • Email delivery must be configured before PowerManage can send registration, notification, or verification emails.

Dependencies​

  • Panel visibility depends on dealer group membership and dealer ID association.

Important limitations​

warning
  • The Dealer role inherits the permissions of its parent role, Administrator, but cannot view certain tabs and can interact only with the group assigned to that dealer.
  • You cannot approve a dealer on the Dealer Portal if a staff member with the same email address already exists on the server.
  • Dealer approval depends on the SMTP configuration in PowerManage. Ensure that the SMTP server details are set up before attempting to approve a dealer.
  • Suspending a dealer in the Dealer Portal does not block PowerManage web login. The suspended dealer and their installer can still sign in to the PowerManage UI, but a warning message is displayed. All billing operations, including plan activation and plan changes, are blocked.

Glossary​

The following grid describes the main terms related to support for IQ and Neo 5 panels.

TermDescription
Dealer PlusA dealer that owns a self-hosted PowerManage server and has full access to that server.
DealerA dealer that owns one group on a hosted PowerManage server and has full access to that group.
Sub-dealerA dealer that owns one group on a self-hosted PowerManage server.
Dealer installerAn installer created by a Dealer Plus, Dealer, or Sub-dealer. A dealer installer can manage dealer panels through the installer app and PowerManage website.
Self-hosted PowerManageA PowerManage server owned by a Dealer Plus. It can be a cloud instance or hardware server and can include one Dealer Plus and multiple sub-dealers.
JCI Managed CloudA PowerManage server controlled and managed by the hosting organization. Dealers enroll their groups on this server.

How to use this page​

Dealer registration​

info

The dealer registration process is described on the Dealer registration page.

How Dealer Portal registration affects your PowerManage login​

When your dealer account is approved, the system creates or updates your access in PowerManage. What happens depends on your dealer type.

What the system creates on approval​

For every approved dealer (Dealer Plus, Dealer, or Sub-dealer), PowerManage automatically:

  1. Creates a group named after the dealer's unique 10‑digit Dealer ID. All panels associated with this dealer are placed in this group.
    info

    For Dealer Plus, the new group is not created. The Dealer Plus dealer ID belongs to the Main group.

  2. Creates two roles scoped exclusively to that group:
RoleParentAccess
DealerAdministratorFull administrative access within the dealer's group — manage panels, users, and dealer settings.
InstallerOperatorOperational access to panels within the dealer's group — can work with panels but cannot change group assignments.

Both roles can only see and manage resources within their own group (Dealer ID). They have no access to other dealers' data or server‑wide settings.

Self-hosted Dealer Plus (you own the PowerManage server)​

If you registered with "Use self‑hosted PowerManage" and you are the first dealer on this host (Dealer Plus):

  • Your dealer becomes the owner of this PowerManage server.
  • The Default Super Admin email on your PowerManage server is replaced with your Dealer Plus email (the user email from your application).
    Only the email changes

    The Dealer Plus will receive an email with an OTP after dealer approval and must change it on first login.

After approval:

  • Log in to the Dealer Portal with your Okta account (as before).
  • Log in to your PowerManage server as Dealer Plus and use the OTP to set a permanent password.
info

Make sure the email you use in your application is a valid, monitored email – it becomes your main PowerManage administrator login and is used for password reset and security notifications.

JCI Managed Cloud dealers and sub-dealers​

If you use JCI Managed Cloud, powermanage.com or you are a Sub‑dealer under a Self-hosted PowerManage:

  • The system creates the group, the two roles, and a new dealer‑level user for you to manage your own panels.

Dealer groups​

When the Customer Service approves a new dealer request, PowerManage adds a dealer group in the Groups page:

Dealer groups (light theme) Dealer groups (dark theme)
CalloutNameDescription
1Group name

The dealer’s group name is the dealer ID assigned by the Dealer Portal.

2DescriptionThe group description
3Star iconThe star indicates that it is a dealer group

Adding Dealer Installers​

Dealer installers can view and manage all the dealer's panels through the AlarmInstall app and PowerManage. They can also add new IQ and Neo 5 panels to PowerManage.

Installer initiator​

To become a Dealer Installer, complete the following steps.

  1. Run AlarmInstall and tap Remote mode.

  2. In the Server field, enter the PowerManage URL and select Sign up.

  3. On the Enter your info page, enter the required information, including the dealer ID in the Dealer ID field.

  4. Select Sign up.

  5. Complete the two-factor authentication (2FA) process. PowerManage adds you to the Staff page with the Dealer installer role.

Important

You remain suspended until the dealer or a PowerManage administrator enables your account.

To enable a suspended installer, complete the following steps.

  1. On the Staff page, open the three-dot menu on the right side of the suspended installer's row.
  2. Select Enable.

Dealer invitation​

The dealer can invite an installer to become a dealer installer by completing the following steps.

  1. In the Staff page, select Register staff member.
  2. Enter the installer information and select Save.

Tips​

tip
  • Verify the dealer ID before an installer submits a sign-up request.
  • Review dealer and installer role permissions before enabling Staff.
  • Use the dealer group to confirm that panels and Staff are associated with the correct dealer.
  • Ask installers to check spam or junk folders if verification email is not received.

Troubleshooting​

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.
  • PowerManage is offline.

What to do

  1. Confirm that the required ports are open on the PowerManage side.
  2. Confirm that PowerManage can successfully synchronize with the repository.
  3. Confirm that billing is enabled in the PowerManage license.
  4. Confirm that PowerManage is online.

Installer cannot access dealer panels​

Possible causes

  • The installer entered an incorrect dealer ID.
  • The installer did not enter a dealer ID.
  • The installer is still suspended.
  • The installer has the wrong role or group access.
  • Panels are not associated with the expected dealer group.

What to do

  1. Verify the dealer ID used during installer registration.
  2. Confirm that the installer user exists.
  3. Confirm that the installer is enabled.
  4. Confirm that the installer has the correct role.
  5. Confirm that the installer is associated with the correct dealer group.
  6. Confirm that the panels are in the dealer group.

Dealer user did not receive credentials​

Possible causes

  • Dealer registration request was not approved.
  • Email address is incorrect.
  • Email delivery failed.
  • Email was filtered to spam or junk.

What to do

  1. Confirm dealer approval status.
  2. Verify the registration email address.
  3. Check spam or junk folders.
  4. Contact the portal or PowerManage administrator.
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