Installers

Overview

The Installers tab in Equipment hub shows installers assigned to the selected panel. Use this tab to:

• Review installer contact details, status, creation date, and last login information.
• Change the installer assignment code for the panel.
• Unassign an installer from the panel.
• Reset an installer password.
• Remove an installer account.
• Review other panels assigned to the same installer.
• Assign the installer to another panel or unassign panels from the installer.

Use this tab when you open Equipment hub from a panel on the Equipment page and need to manage installer access or panel assignments for that specific panel.

note

This page describes the Installers tab inside Equipment hub for a selected panel. Some installer management actions are also available from the main Installers page, but this tab is focused on installers related to the selected panel.

Before you begin

Required permissions

• You must have permission to view installers.
• You must have permission to view panels assigned to installers.
• You must have permission to assign panels to installers.
• You must have permission to unassign panels from installers.
• You must have permission to reset installer passwords.
• You must have permission to remove installers.
• You must have permission to change the installer code for a panel.

info

Access to the Installers tab, installer details, and related actions is controlled by the role permission group named Installers.

Preconditions

• Open Equipment hub by selecting a panel from the Equipment page.
• The selected panel must exist in the system.
• At least one installer must be assigned to the selected panel to appear in the installers grid.
• Panels must exist before they can be assigned to an installer.
• SMTP must be configured before password reset emails can be sent.

Dependencies

• Installer data depends on installer records in the system.
• Panel assignment data depends on available panels and group visibility.
• Password reset delivery depends on the configured SMTP service.
• The Group link in the panel item depends on access to the related group page.

Important limitations

warning

• Removing an installer is permanent and cannot be undone from the described page controls.
• Unassigning an installer removes the relationship between the installer and the selected panel.
• Unassigning a panel removes that panel from the installer details panel.
• Password reset requires a valid installer email address and working SMTP configuration.
• The Email field in the Assign installer to panel modal is read-only.
• The New Code and Confirm New Code fields are required and must match before the code can be saved.

Page layout

Page header

The page header identifies the tab and provides access to the installer code action.

Callout	UI element	Description	When to use
1	Page title	Shows the current tab name: Installers.	Use to confirm that you are viewing installer assignments for the selected panel.
2	Change code button	Opens the Change code modal. The button includes a lock icon to indicate that the code is a protected value.	Use when you need to update the installer code for the selected panel.

Installers grid

The installers grid lists installers assigned to the selected panel.

Callout	UI element	Description	When to use
1	Name & email column	Shows the installer name and email address.	Use to identify the installer assigned to the selected panel.
2	Phone column	Shows the installer phone number.	Use to review installer contact information.
3	Created column	Shows the installer creation time and date.	Use for account review or audit checks.
4	Status column	Shows the installer status. For example, Accepted can appear with a green check icon.	Use to confirm whether the installer account is active for installer application access.
5	Action column	Shows the unassign installer icon for the row.	Use to remove the installer assignment from the selected panel.
6	Installer row	Opens installer details in the right panel when selected.	Use to review installer details, reset a password, remove the installer, or manage the installer's assigned panels.

Change code modal

The Change code modal lets you update the installer code for the selected panel.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Change code.	Use to confirm that you are changing the panel installer code.
2	New Code field	Stores the new code value.	Use to enter the replacement code.
3	Confirm New Code field	Stores the confirmation value for the new code.	Use to confirm the value entered in New Code.
4	Cancel button	Closes the modal without saving changes.	Use when you do not want to change the code.
5	Save button	Saves the new code when both fields are completed and values match.	Use after entering and confirming the new code.

note

Both code fields are required. The values must match before the code can be saved.

Unassign installer modal

The Unassign installer modal opens when you select the unassign installer icon in the grid.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Unassign installer.	Use to confirm that you are removing an installer assignment.
2	Confirmation message	Shows: Do you really want to unassign installer with email <email>?	Review the email address before you continue.
3	Cancel button	Closes the modal without unassigning the installer.	Use when you do not want to continue.
4	Yes, unassign button	Unassigns the installer from the selected panel.	Use after you confirm that the installer should no longer be assigned to this panel.

Installer details panel

The installer details panel opens from the right side when you select an installer row.

Callout	UI element	Description	When to use
1	Name	Shows the installer name.	Use to confirm which installer record is open.
2	Email	Shows the installer email address.	Use to verify the account email before reset, removal, or assignment actions.
3	Phone	Shows the installer phone number.	Use to review installer contact information.
4	Created	Shows when the installer account was created.	Use for account review or audit checks.
5	Last login	Shows the most recent installer login time and date, when available.	Use to review account activity.
6	Status	Shows the current installer status.	Use to confirm whether the installer has access to the installer application.
7	Actions menu	Shows installer actions in a three dots menu: Reset password and Remove.	Use when you need to reset credentials or permanently remove the installer.

Actions menu

Callout	UI element	Description	When to use
1	Reset password	Opens the Reset password confirmation modal.	Use when the installer needs a password reset.
2	Remove	Opens the Remove installer confirmation modal.	Use when the installer account must be permanently removed.

Reset password modal

The Reset password modal asks you to confirm before the system starts the password reset process.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Reset password.	Use to confirm that you are resetting the installer password.
2	Confirmation message	Shows a confirmation message for the password reset action.	Review before sending the reset request.
3	Yes, reset button	Confirms the password reset action.	Use to start the reset process.
4	Cancel button	Closes the modal without resetting the password.	Use when you do not want to continue.

Remove installer modal

The Remove installer modal asks you to confirm a permanent removal.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Remove installer.	Use to confirm that you are removing the installer account.
2	Warning message	Explains that the action is irreversible.	Review before removing the installer.
3	Yes, remove button	Permanently removes the installer.	Use only when the installer account is no longer needed.
4	Cancel button	Closes the modal without removing the installer.	Use when you do not want to continue.

danger

Removing an installer cannot be undone from the described page controls.

Panels section

The Panels section in the installer details panel lists panels assigned to the installer.

Callout	UI element	Description	When to use
1	Panels header	Shows the section name and panel count.	Use to see how many panels are assigned to the installer.
2	+ assign panel icon	Opens the Assign installer to panel modal.	Use to assign another panel to the installer.
3	Panel item	Shows panel IMEI / ID, Account code, and Group.	Use to identify a panel assigned to the installer.
4	Group link	Opens the related group page.	Use to review or manage the panel group.
5	Unassign panel icon	Opens the Unassign panel confirmation modal.	Use to remove a panel assignment from the installer.

Assign installer to panel modal

The Assign installer to panel modal lets you assign a panel to the installer shown in the details panel.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Assign installer to panel.	Use to confirm that you are assigning a panel.
2	Email field	Shows the installer email address. This field is read-only.	Use to verify the installer before assigning a panel.
3	Panel dropdown	Lists panels that can be assigned.	Use to select the panel to assign.
4	Save button	Assigns the selected panel to the installer.	Use after selecting a valid panel.
5	Cancel button	Closes the modal without assigning a panel.	Use when you do not want to continue.

Unassign panel modal

The Unassign panel modal asks you to confirm before removing a panel assignment from the installer.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Unassign panel.	Use to confirm that you are removing a panel assignment.
2	Confirmation message	Shows a confirmation message for the unassign action.	Review before unassigning the panel.
3	Yes, unassign button	Unassigns the panel from the installer.	Use to confirm the change.
4	Cancel button	Closes the modal without unassigning the panel.	Use when you do not want to continue.

How to use this page

Open the Installers tab for a panel

Goal:

• Open installer information for a specific panel.

Steps:

1. Open the Equipment page.
2. Select the panel you want to review.
3. In Equipment hub, select the Installers tab.

Expected result:

• The Installers tab opens for the selected panel.
• The grid shows installers assigned to that panel, if any exist.

Change the installer code

Goal:

• Update the installer code for the selected panel.

Steps:

1. Open the Installers tab in Equipment hub.
2. Select Change code.
3. In New Code, enter the new code.
4. In Confirm New Code, enter the same code again.
5. Select Save.

Expected result:

• The system validates both fields.
• If both values match, the code is saved.
• The modal closes and the page updates as needed.

warning

If the values do not match, the code is not saved. Re-enter both values and try again.

Review installers assigned to the panel

Goal:

• Confirm which installers are assigned to the selected panel.

Steps:

1. Open the Installers tab in Equipment hub.
2. Review the Name & email column to identify each installer.
3. Review the Phone, Created, and Status columns.
4. Select an installer row to open the details panel.

Expected result:

• The grid shows installer assignment information for the selected panel.
• The installer details panel opens when you select a row.

Unassign an installer from the selected panel

Goal:

• Remove an installer assignment from the selected panel.

Steps:

1. Open the Installers tab in Equipment hub.
2. Find the installer in the grid.
3. In the Action column, select the unassign installer icon.
4. In the Unassign installer modal, review the installer email address.
5. Select Yes, unassign.

Expected result:

• The installer is unassigned from the selected panel.
• The grid updates after the action is completed.

Review installer details

Goal:

• View installer contact, access, and assignment information.

Steps:

1. Open the Installers tab in Equipment hub.
2. Select an installer row in the grid.
3. Review the installer Name, Email, Phone, Created, Last login, and Status.
4. Review the Panels section to see panels assigned to the installer.

Expected result:

• The installer details panel opens from the right side.
• The panel shows installer details and assigned panel information.

Reset an installer password

Goal:

• Start a password reset for an installer.

Steps:

1. Open the installer details panel.
2. Select the three dots actions menu.
3. Select Reset password.
4. In the Reset password modal, review the confirmation message.
5. Select Yes, reset.

Expected result:

• The password reset action is confirmed.
• The installer can continue with the reset process according to the system password reset flow.

warning

SMTP must be configured before password reset email delivery can succeed.

Remove an installer

Goal:

• Permanently remove an installer account.

Steps:

1. Open the installer details panel.
2. Select the three dots actions menu.
3. Select Remove.
4. In the Remove installer modal, review the irreversible action warning.
5. Select Yes, remove.

Expected result:

• The installer is removed.
• The UI updates after the action is completed.

danger

Remove an installer only when the account is no longer needed. This action cannot be undone from the described page controls.

Assign the installer to another panel

Goal:

• Assign another panel to the installer shown in the details panel.

Steps:

1. Open the installer details panel.
2. In the Panels section, select the + assign panel icon.
3. In the Assign installer to panel modal, review the read-only Email field.
4. Select a panel from the Panel dropdown.
5. Select Save.

Expected result:

• The selected panel is assigned to the installer.
• The panel appears in the Panels section.
• The panel count updates.

Unassign a panel from the installer

Goal:

• Remove a panel assignment from the installer.

Steps:

1. Open the installer details panel.
2. In the Panels section, find the panel to remove.
3. Select the unassign panel icon.
4. In the Unassign panel modal, review the confirmation message.
5. Select Yes, unassign.

Expected result:

• The panel is unassigned from the installer.
• The Panels section updates after the action is completed.
• The panel count updates.

Field and option reference

Installers grid columns

Name	Description	Accepted values	Behavior	Restrictions	Default value
Name & email	Installer name and email address.	Values saved in the installer record.	Identifies the installer assigned to the selected panel.	Email must be valid for email-based actions such as password reset.	Not applicable.
Phone	Installer phone number.	Phone number saved in the installer record.	Shows contact information.	Cannot be edited from the described tab.	Not applicable.
Created	Installer creation time and date.	System-generated date and time.	Shows when the installer account was created.	Read-only.	Set when the installer account is created.
Status	Current installer status.	Installer status value, such as Accepted.	Shows whether the installer has access. Accepted status can appear with a green check icon.	Status cannot be changed from the described grid controls.	Depends on the installer record.
Action	Row-level action for the installer assignment.	Unassign installer icon.	Opens the Unassign installer confirmation modal.	Requires confirmation.	Not applicable.

Change code fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
New Code	New installer code for the selected panel.	Code value accepted by the system.	Saved only when the confirmation value matches.	Required.	Empty.
Confirm New Code	Confirmation value for the new installer code.	Must match New Code.	Used to prevent accidental code entry errors.	Required. Must match New Code.	Empty.

Installer details fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Name	Installer display name.	Value saved in the installer record.	Identifies the installer in the details panel.	Read-only in this panel.	Not applicable.
Email	Installer email address.	Value saved in the installer record.	Used for identification and password reset communication.	Read-only in this panel.	Not applicable.
Phone	Installer phone number.	Value saved in the installer record.	Shows contact information.	Read-only in this panel.	Not applicable.
Created	Date and time when the installer account was created.	System-generated date and time.	Supports account review.	Read-only.	Set when the installer account is created.
Last login	Most recent installer login date and time.	System-generated date and time, when available.	Supports account activity review.	Read-only.	Not specified.
Status	Current installer access status.	Status value saved in the installer record.	Shows the current access state.	Read-only in this panel.	Depends on the installer record.

Assign installer to panel fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Email	Installer email address.	Current installer email address.	Helps you verify the installer before assigning a panel.	Read-only.	Current installer email address.
Panel	Panel to assign to the installer.	Value from the dropdown list.	The selected panel is assigned after you select Save.	A panel must be selected before saving.	Empty.

Tips

tip

• Review the installer email address before you unassign, reset, or remove an installer.
• Use the installer details panel to check all assigned panels before removing an installer.
• Confirm the selected panel in Equipment hub before changing the code.
• Use the Panels count to verify that assign and unassign actions updated the installer record.
• If an expected panel is missing from the dropdown, check panel availability, group visibility, and your permissions.

Troubleshooting

Change code cannot be saved

Possible causes

• New Code is empty.
• Confirm New Code is empty.
• The two code values do not match.
• You do not have permission to change the code.

What to do

1. Enter a value in New Code.
2. Enter the same value in Confirm New Code.
3. Check that there are no extra spaces or typing differences.
4. Confirm that your role allows code changes.
5. Select Save again.

Installer is not shown in the grid

Possible causes

• The installer is not assigned to the selected panel.
• You opened Equipment hub for a different panel.
• You do not have permission to view installers.
• The installer was removed or unassigned.

What to do

1. Confirm that you opened Equipment hub for the correct panel.
2. Check whether the installer is assigned to this panel.
3. Confirm that you have permission to view installers.
4. Refresh the page if another user recently changed assignments.

Unassign installer action was confirmed by mistake

Possible causes

• The wrong installer row was selected.
• The confirmation modal was accepted.

What to do

1. Open the installer details panel, if the installer is still available from another view.
2. Use Assign installer to panel to assign the installer back to the panel, if permitted.
3. Confirm that the panel appears in the Panels section.

Password reset does not complete

Possible causes

• SMTP is not configured or is unavailable.
• The installer email address is invalid.
• You do not have permission to reset installer passwords.

What to do

1. Confirm that SMTP is configured and working.
2. Review the installer email address in the details panel.
3. Confirm that your role allows password reset actions.
4. Try the reset action again.

Panel cannot be assigned to an installer

Possible causes

• No panel was selected in the Panel dropdown.
• The expected panel is not available in the dropdown.
• You do not have permission to assign panels.
• The panel is restricted by group visibility or other configuration.

What to do

1. Open the Assign installer to panel modal.
2. Confirm that the Email field shows the correct installer.
3. Select a panel from the Panel dropdown.
4. If the panel is missing, check panel availability and group visibility.
5. Confirm that your role allows panel assignment.
6. Select Save again.

Panel was unassigned by mistake

Possible causes

• The wrong panel item was selected.
• The Unassign panel confirmation was accepted.

What to do

1. Open the installer details panel.
2. Select the + icon in the Panels section.
3. Select the panel from the Panel dropdown.
4. Select Save.
5. Confirm that the panel appears in the Panels section.

Remove installer action was confirmed by mistake

Possible causes

• The wrong installer was selected.
• The irreversible removal warning was confirmed.

What to do

1. Check whether the installer account still exists in installer management areas.
2. If the installer was removed, create or restore the account only through the supported product workflow.
3. Reassign panels if the installer account is available again.

Related pages

info

• Equipment
• Equipment hub
• Installers
• Panels
• Groups
• Roles and permissions