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Installers

Guide to Setting Up Installers in EasyHub Portal

Updated over 2 months ago

The Installers section in the EasyHub Portal allows property managers and EasyHub's support team to set up installer accounts seamlessly. These accounts are directly linked to the EasyHub Installers App, enabling efficient device installations and property setup. Here's a step-by-step guide:

1. Accessing the Installers Section

  1. Log in to the EasyHub Portal.

  2. Navigate to the sidebar menu and click on Installations > Installers.


2. Adding a New Installer

To create a new installer account:

  1. Click the + Add an Installer button.

  2. Fill in the required details:

    • Name: Enter the full name of the installer.

    • Account: Specify the account or company managing the installer.

    • Email Address: Provide a valid email for login credentials. (This email will be used to log in to the Installers App.)

  3. Click Submit. Once the account is created:

    • The installer will receive an email with login credentials for the EasyHub Installers App.

    • The account is automatically linked to the Installers App for easy access to assigned tasks.


3. Managing Installer Accounts

The list of installers displays their status, creation time, and notes. Available actions include:

  • Enable/Disable: Control whether the installer can access the app.

  • Modify: Edit the installer’s details if necessary.


4. Assigning Installation Tasks

To assign tasks to an installer:

  1. Go to Installations > Installation.

  2. Select the unit where devices will be installed.

  3. Choose the desired installer account from the list.

  4. Select an installation type:

    • Free Installation: Allows flexibility without predefined templates.

    • With a Template: Requires a pre-created template specifying devices and setup details.


5. Verifying Installation Progress

Track the installation process through these statuses:

  • Pending Installation: Tasks assigned but not yet started.

  • Under Installation: Active installations in progress.

  • Pending Confirmation: Completed installations awaiting approval.


6. Using the Installers App

Installers can log into the EasyHub Installers App (available on the App Store and Google Play) using their registered credentials. They can:

  • View assigned tasks.

  • Mark tasks as completed.

  • Update installation records directly from the app.

  • Pair smart devices.

  • Perform maintenance tasks


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