Installers

Overview

The Installers page is used to manage legacy installers who can access the installer application.

Use this page to:

• Register a legacy installer.
• Review installer contact details, status, assigned panels, and login activity.
• Accept or reject installer access.
• Reset an installer password.
• Convert a legacy installer to an employee.
• Assign or unassign panels.
• Remove installers that are no longer needed.

This page helps administrators control installer access and manage panel assignments from one location.

Before you begin

Required permissions

• You must have permission to accept installers
• You must have permission to add installers
• You must have permission to assign panels to installers
• You must have permission to convert installers to employees
• You must have permission to view installers
• You must have permission to view panels assigned to installers
• You must have permission to remove installers
• You must have permission to reset password for installers
• You must have permission to unassign panels to installers

info

Access to the Installers page and related actions is controlled by the role permission group named "Installers".

Preconditions

• SMTP must be configured before sending one-time codes for registration or password reset.
• The installer must have a valid email address to receive registration and password reset codes.
• Panels must exist before they can be assigned to an installer.

Dependencies

• Email delivery depends on the configured SMTP service.
• Panel assignment depends on available panels in the system.

Important limitations

warning

• Removing an installer is permanent and cannot be undone.
• A rejected installer cannot access the installer application.
• During conversion to an employee, panels may be unassigned if they belong to a group that is not visible to the converted employee.

Page layout

Page header

The page header identifies the page, shows the number of legacy installers, and provides the entry point for registering a new installer.

Callout	UI element	Description	When to use
1	Page title	Shows the current page name: Installers.	Use to confirm that you are on the installer management page.
2	+ add icon	Opens the Register installer modal.	Use to register a new legacy installer.
3	Installer count	Shows the number of legacy installers currently listed, for example, 13 installers.	Use to confirm the total after registration, removal, or page refresh.
4	Bulk action buttons	Shows actions for selected installers. Available buttons can include Accept, Reject, and Remove.	Use after selecting one or more installers in the grid.

note

Bulk action buttons appear only after you select at least one installer. If you select installers with different statuses, actions for the selected statuses can appear together.

Installers grid

The installers grid lists legacy installers and shows account, access, and panel assignment details.

Callout	UI element	Description	When to use
1	Checkbox	Selects one or more installers.	Use to show bulk actions in the page header.
2	Name & email column	Shows the installer name and email address.	Use to identify the installer account.
3	Phone column	Shows the installer phone number.	Use to review installer contact information.
4	Panels column	Shows the number of panels assigned to the installer.	Use to review assignment volume before opening installer details.
5	Last login column	Shows the date and time of the installer's last login.	Use to review recent access activity.
6	Created column	Shows when the installer account was created.	Use to audit when the installer was registered.
7	Status column	Shows the current installer status: Accepted, Rejected, or Pending.	Use to understand whether the installer has access to the installer application.
8	Row actions menu	Shows a three vertical dots menu for a specific installer.	Use to accept, reject, convert, reset password, or remove one installer.

Selecting an installer row opens the installer details modal from the right side of the page.

Register installer modal

The Register installer modal opens when you select the + add icon in the page header.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Register installer.	Use to confirm that you are creating a legacy installer account.
2	Name field	Stores the installer display name.	Use to enter the installer name shown in the grid and details modal.
3	Email field	Stores the installer email address. The system sends a one-time registration code to this address.	Use to enter the email address the installer will use for registration.
4	Phone field	Stores the installer phone number.	Use to enter installer contact information.
5	Cancel button	Closes the modal without saving.	Use when you do not want to register the installer.
6	Save button	Registers the installer when all required values are valid.	Use to create the installer and send a one-time registration code by email.

Row actions menu

Each installer row has a three vertical dots menu. The available access action depends on the installer status.

Callout	UI element	Description	When to use
1	Accept	Changes the installer status to Accepted. The installer has access to the installer application.	Use for installers with Rejected or Pending status.
2	Reject	Changes the installer status to Rejected. The installer does not have access to the installer application.	Use for installers with Accepted status when access must be disabled.
3	Convert to employee	Opens the Installer conversion modal.	Use when a legacy installer must become an employee account, such as a dealer installer.
4	Reset password	Opens the Reset password confirmation modal.	Use when the installer needs a one-time password reset code.
5	Remove	Opens the Remove installer confirmation modal.	Use when the installer account must be permanently removed from the grid.

Installer conversion modal

The Installer conversion modal opens when you select Convert to employee from the row actions menu.

warning

After conversion to Employee, panels may be unassigned if they belong to a group that is not visible for this employee.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Installer conversion.	Use to confirm that you are converting a legacy installer to an employee.
2	Warning message	Explains that panels may be unassigned if the converted employee cannot access their groups.	Review before conversion.
3	Full name field	Shows the current installer name by default and allows changes.	Use to set the employee display name.
4	Email address field	Shows the current installer email address. This field is read-only.	Use to verify the account email before conversion.
5	Phone field	Shows the current installer phone number by default and allows changes.	Use to update contact information before conversion.
6	Country dropdown	Sets the employee country. The field is empty by default.	Use to select the employee country before conversion.
7	Role dropdown	Assigns an employee role. The field is empty by default.	Use to select the target role, such as a dealer installer role.
8	Cancel button	Closes the modal without converting the installer.	Use when you do not want to continue.
9	Convert button	Converts the legacy installer to an employee when all required values are valid.	Use to complete the conversion.

Reset password modal

The Reset password modal opens when you select Reset password from the row actions menu.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Reset password.	Use to confirm that you are starting a password reset.
2	Warning message	Shows the message: Are you sure you want to reset password for this installer?	Review before sending a reset code.
3	Cancel button	Closes the modal without resetting the password.	Use when you do not want to continue.
4	Yes, reset button	Sends a one-time password reset code to the installer email address.	Use to confirm the password reset.

Remove installer modal

The Remove installer modal opens when you select Remove from the row actions menu or from available bulk actions.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Remove installer.	Use to confirm that you are removing an installer.
2	Warning message	Shows the message: Are you sure you want to permanently remove this installer? This action cannot be undone.	Review before removal.
3	Cancel button	Closes the modal without removing the installer.	Use when you do not want to remove the installer.
4	Yes, remove button	Permanently removes the installer from the installers grid.	Use only when the installer account is no longer needed.

danger

Removing an installer cannot be undone.

Installer details modal

The installer details modal opens from the right side of the page when you select an installer in the grid.

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 where registration and password reset codes are sent.
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 installer's most recent login date and time.	Use to review account activity.
6	Three vertical dots menu	Shows the same relevant actions available for the installer status.	Use to accept, reject, convert, reset password, or remove the installer.
7	Status	Shows the current access status: Accepted, Rejected, or Pending.	Use to determine whether the installer has access.
8	Panels section	Lists panels assigned to the installer.	Use to review, assign, or unassign installer panels.
9	+ assign panel icon	Opens the Assign installer to panel modal.	Use to assign another panel to the installer.
10	Panel item	Shows panel IMEI, account code, and panel group.	Use to identify an assigned panel.
11	Unassign panel icon	Opens the Unassign panel confirmation modal.	Use to remove the panel assignment from the installer.

Assign panel modal

The Assign installer to panel modal opens when you select the + icon in the Panels section of the installer details modal.

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 installer 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 to the installer.
4	Cancel button	Closes the modal without assigning a panel.	Use when you do not want to continue.
5	Save button	Assigns the selected panel to the installer.	Use after selecting a valid panel.

Unassign panel modal

The Unassign panel modal opens when you select the unassign icon for a panel in the installer details modal.

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	Warning message	Shows the message: Do you want to unassign this panel from the installer?	Review before unassigning the panel.
3	Cancel button	Closes the modal without unassigning the panel.	Use when you do not want to continue.
4	Yes, unassign button	Unassigns the panel from the installer.	Use to confirm the change.

Pagination controls

Pagination controls appear at the bottom of the installers grid.

Callout	UI element	Description	When to use
1	Previous and next arrows	Move between pages in the installers grid.	Use when the installer list has more records than the current page can show.
2	Range indicator	Shows the current range and total number of installers, for example, 1-15 of 25.	Use to understand where you are in the installer list.
3	Installers per page selector	Controls how many installers appear on one page. Available values are 10, 15, 50, 100, and 200.	Use to change the grid page size.

How to use this page

Register an installer

Goal:

• Create a legacy installer account and send a one-time registration code to the installer email address.

Steps:

1. Open the Installers page.
2. Select the + add icon in the page header.
3. In the Register installer modal, enter the installer name.
4. Enter the installer email address.
5. Enter the installer phone number.
6. Select Save.

Expected result:

• The legacy installer is registered.
• A one-time registration code is sent to the installer email address.
• The installer appears in the installers grid with Pending status.

warning

SMTP must be configured before the system can send the one-time registration code.

Accept an installer

Goal:

• Give a pending or rejected installer access to the installer application.

Steps:

1. Open the Installers page.
2. Find an installer with Pending or Rejected status.
3. Select the three vertical dots menu for the installer.
4. Select Accept.

Expected result:

• The installer status changes to Accepted.
• The installer has access to the installer application.

note

A Pending installer can also become accepted after the first login to the installer application.

Reject an installer

Goal:

• Disable access for an accepted installer.

Steps:

1. Open the Installers page.
2. Find an installer with Accepted status.
3. Select the three vertical dots menu for the installer.
4. Select Reject.

Expected result:

• The installer status changes to Rejected.
• The installer no longer has access to the installer application.

Use bulk actions for selected installers

Goal:

• Apply access or removal actions to one or more selected installers.

Steps:

1. Open the Installers page.
2. Select the checkbox for one or more installers.
3. Review the buttons that appear in the page header.
4. Select one of the available actions:
   • Accept
   • Reject
   • Remove
5. Complete any confirmation modal, if shown.

Expected result:

• The selected action is applied to the selected installer or installers.
• The grid updates to show the latest statuses or removal result.

note

If selected installers have different statuses, actions for the selected statuses can appear together. Review the selected rows before you continue.

Convert an installer to an employee

Goal:

• Convert a legacy installer account into an employee account and assign an employee role.

Steps:

1. Open the Installers page.
2. Find the installer in the grid.
3. Select the three vertical dots menu for the installer.
4. Select Convert to employee.
5. In the Installer conversion modal, review the warning message.
6. Review or update Full name.
7. Review the read-only Email address.
8. Review or update Phone.
9. Select a Country.
10. Select a Role.
11. Select Convert.

Expected result:

• The legacy installer is converted to an employee.
• The installer no longer appears in the installers grid.
• The converted account is available on the Employees page.

warning

Panels may be unassigned during conversion if their groups are not visible to the converted employee.

Reset an installer password

Goal:

• Send a one-time password reset code to the installer email address.

Steps:

1. Open the Installers page.
2. Find the installer in the grid.
3. Select the three vertical dots menu for the installer.
4. Select Reset password.
5. In the Reset password modal, review the warning message.
6. Select Yes, reset.

Expected result:

• A one-time password reset code is sent to the installer email address.
• The installer can use the code to reset the password.

warning

SMTP must be configured before the system can send the one-time password reset code.

Remove an installer

Goal:

• Permanently remove a legacy installer from the installers grid.

Steps:

1. Open the Installers page.
2. Find the installer in the grid.
3. Select the three vertical dots menu for the installer.
4. Select Remove.
5. In the Remove installer modal, review the warning message.
6. Select Yes, remove.

Expected result:

• The installer is removed.
• The installer no longer appears in the installers grid.

danger

This action cannot be undone.

Review installer details

Goal:

• View installer account details and assigned panels.

Steps:

1. Open the Installers page.
2. Select an installer row in the grid.
3. Review the installer name, email, phone, created date, last login date, and status.
4. Review the Panels section.
5. Select a panel group link if you need to open the related group page.

Expected result:

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

Assign a panel to an installer

Goal:

• Assign an available panel to a legacy installer.

Steps:

1. Open the Installers page.
2. Select an installer row in the grid.
3. In the installer details modal, go to the Panels section.
4. Select the + assign panel icon.
5. In the Assign installer to panel modal, review the read-only installer email field.
6. Select a panel from the Panel dropdown.
7. Select Save.

Expected result:

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

Unassign a panel from an installer

Goal:

• Remove a panel assignment from a legacy installer.

Steps:

1. Open the Installers page.
2. Select an installer row in the grid.
3. In the installer details modal, find the panel in the Panels section.
4. Select the unassign panel icon.
5. In the Unassign panel modal, review the warning message.
6. Select Yes, unassign.

Expected result:

• The panel is unassigned from the installer.
• The panel no longer appears in the installer details modal.
• The panel count updates.

Change the number of installers shown per page

Goal:

• Change how many installers appear in the grid.

Steps:

1. Go to the bottom-right area of the installers grid.
2. Open the installers per page selector.
3. Select one of the available values:
   • 10
   • 15
   • 50
   • 100
   • 200

Expected result:

• The grid updates to show the selected number of installers per page.
• The range indicator updates.

Move between installer pages

Goal:

• Navigate through multiple pages of installers.

Steps:

1. Go to the bottom-left area of the installers grid.
2. Select the next arrow to move forward.
3. Select the previous arrow to move back.
4. Review the range indicator, for example, 1-15 of 25.

Expected result:

• The grid shows the selected page of installers.
• The range indicator updates.

Field and option reference

Register installer fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Name	Installer display name.	Text.	Shown in the Name & email column and installer details modal.	Must contain less than 255 characters.	Empty.
Email	Installer email address.	Valid email address.	Used for one-time registration and password reset codes.	Must be valid and reachable.	Empty.
Phone	Installer phone number.	Phone number text.	Shown in the Phone column and installer details modal.	Must contain less than 20 characters.	Empty.

Installer conversion fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Full name	Employee display name after conversion.	Text.	Can be changed before conversion.	Must contain less than 255 characters.	Current legacy installer name.
Email address	Employee email address after conversion.	Current installer email address.	Read-only field used to verify the account email.	Cannot be changed in the conversion modal.	Current legacy installer email address.
Phone	Employee phone number after conversion.	Phone number text.	Can be changed before conversion.	Must contain less than 20 characters.	Current legacy installer phone number.
Country	Employee country.	Value from the dropdown list.	Required for conversion.	Must be selected before conversion.	Empty.
Role	Employee role assigned after conversion.	Existing role from the dropdown list.	Controls employee access after conversion.	Must be selected before conversion. The role must exist before it can be assigned.	Empty.

Installer grid columns

Name	Description	Accepted values	Behavior	Restrictions	Default value
Checkbox	Selects installers for bulk actions.	Selected or not selected.	Shows bulk action buttons in the page header.	Available actions depend on selected installer statuses.	Not selected.
Name & email	Installer name and email address.	Values saved in the installer record.	Used to identify the installer.	Email must be valid for registration and password reset delivery.	Not applicable.
Phone	Installer phone number.	Value saved in the installer record.	Used to review contact information.	Exact validation rules are not specified.	Not applicable.
Panels	Number of panels assigned to the installer.	Number.	Updates when panels are assigned or unassigned.	Panel assignment is managed from the installer details modal.	Not specified.
Last login	Date and time of the installer's last login.	Date and time format, for example: 12:08:58 PM Tue 5 May, 2026.	Used to review installer account activity.	Shown only when login data exists.	Not specified.
Created	Date and time when the installer was created.	Date and time format, for example: 12:08:58 PM Tue 5 May, 2026.	Used for account review and audit checks.	Used to review installer account activity.	Set when the installer is registered.
Status	Current installer access state.	Accepted, Rejected, or Pending.	Controls access to the installer application and available actions.	Status changes are made through Accept or Reject.	Pending after registration.

Installer status values

Name	Description	Accepted values	Behavior	Restrictions	Default value
Accepted	The installer was registered and accepted.	Not applicable.	The installer has access to the installer application. The row actions menu shows Reject, Convert to employee, Reset password, and Remove.	Can be changed to Rejected by using the Reject action.	Not the default status for a newly registered installer.
Rejected	The installer was registered and rejected.	Not applicable.	The installer does not have access to the installer application. The row actions menu shows Accept, Convert to employee, Reset password, and Remove.	Can be changed to Accepted by using the Accept action.	Not the default status for a newly registered installer.
Pending	The installer was registered but has not been accepted.	Not applicable.	The installer can be accepted by using the Accept action or after first login to the installer application. The row actions menu shows Accept, Convert to employee, Reset password, and Remove.	Access is not fully active until the status becomes Accepted.	Default status after registration.

Panel assignment fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Email installer email	Installer email address in the assign panel modal.	Current installer email address.	Read-only field used to verify the selected installer.	Cannot be changed in the assign panel modal.	Current legacy installer email address.
Panel	Panel to assign to the installer.	Panel from the dropdown list.	The selected panel is assigned after you select Save.	A panel must be selected before saving.	Empty.

Pagination options

Name	Description	Accepted values	Behavior	Restrictions	Default value
Installers per page	Controls how many installers appear on one page.	10, 15, 50, 100, 200.	Updates the grid page size.	Large page sizes may require more scrolling.	15.
Range indicator	Shows the current visible range and total count.	System-generated value, for example, 1-15 of 25.	Updates when you change page or page size.	Read-only.	Depends on total installer count.

Tips

tip

• Review the installer email address before saving. Registration and password reset codes are sent to that address.
• Use the installer details modal to confirm panel assignments before converting or removing an installer.
• Review the conversion warning before converting an installer to an employee. Panel visibility can affect assignments after conversion.
• Increase the page size when reviewing many installers, then use pagination to move through the list.

Troubleshooting

Installer does not receive a registration code

Possible causes

• SMTP is not configured.
• SMTP configuration is incorrect.
• The installer email address is invalid.
• The email was blocked, delayed, or moved to spam.

What to do

1. Confirm that SMTP is configured.
2. Verify the installer email address.
3. Ask the installer to check spam or junk folders.
4. Register the installer again.

Installer does not receive a password reset code

Possible causes

• SMTP is not configured.
• SMTP service is unavailable.
• The installer email address is incorrect.
• The email was filtered by the recipient mailbox.

What to do

1. Confirm that SMTP is configured and working.
2. Check the installer email address in the installer details panel.
3. Select Reset password again after SMTP is confirmed.
4. Ask the installer to check spam or junk folders.

Save is not successful when registering an installer

Possible causes

• Required fields are empty.
• The email address format is invalid.
• The phone value does not match validation rules.
• The system cannot create the installer record.

What to do

1. Check that Name, Email, and Phone are completed.
2. Verify the email address format.
3. Check the phone number.
4. Try saving again.
5. If the issue continues, contact an administrator or support team.

Installer cannot access the installer application

Possible causes

• Installer status is Rejected.
• Installer status is Pending.
• Registration was not completed.
• The installer is using incorrect credentials.
• Installer application access is disabled for panel.

What to do

1. Open the Installers page.
2. Find the installer.
3. Review the Status column.
4. If access should be allowed, select Accept.
5. If the installer cannot sign in, use Reset password to send a one-time reset code.
6. Enable installer application access for panel.

Convert to employee does not complete

Possible causes

• Country is not selected.
• Role is not selected.
• Required values are invalid.
• The user does not have permission to convert installers.

What to do

1. Confirm that Country is selected.
2. Confirm that Role is selected.
3. Review editable fields for valid values.
4. Confirm that you have permission to convert installers.
5. Try the conversion again.

Panels disappear after installer conversion

Possible causes

• The converted employee does not have visibility to one or more panel groups.
• The panels belong to a group that is not visible for the selected employee role.

What to do

1. Open the converted user on the Employees page.
2. Review the employee role and group visibility.
3. Update role or group access if appropriate.

Panel cannot be assigned to an installer

Possible causes

• No panel was selected.
• The panel is not available in the drop-down list.
• The user does 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 dialog.
2. Confirm that a panel is selected.
3. Check whether the expected panel exists.
4. Confirm that you have permission to assign panels.
5. Review panel and group configuration if the panel is missing.

Panel was unassigned by mistake

Possible causes

• The unassign action was confirmed.
• The wrong panel was selected.

What to do

1. Open the installer details panel.
2. Select the + icon in the Panels section.
3. Select the panel from the Panel drop-down list.
4. Select Save.

Related pages

See also

• Employees
• Equipment
• Groups
• Roles
• Permissions