How to Create an Integrator Environment

Create Integrator

1. Go to Setup->Integrators->Create
   • FIll in all filed and select Create.
2. Go To Administration -> Roles -> Create

Create Integrator Role

• System: The Integrators system
  • The Integrators system was automatically created in Step 1 above.  It will be the integrators name with "-Default" at the end.
• Occupancy: Leave Blank
• Name:The name for the role should be "Integrator name" System Administrator Ex.  "Barry Corporation System Administrator" , this makes is easier to find the role later in the process.
• Permissions: Set to "All"
• Apply By Default: Leave this as "No"
• Select Save

Edit Facility

1. Goto Setup -> Facility
   • Select Floors Tab
     • Give them the lobby floor
       • Select the green plus button, next to "Floors Above Grade".  This should give you the lobby.
     • Select "Save"

Edit Occupancy

1. Goto Administration -> Occupancy
   • Edit the Integrators Occupancy
     • Select the Floors tab
       • Select each Lobby check box (Occupancy, Reception Floor, Mail Floor)
       • Select "set default" for Occupancy, Reception Floor, Mail Floor

Add People

1. Add Integrator People to BluSKY
   • We are expected to prime the pump and get the initial 1-6 people entered into BluSKY.  These people will then be expected to add additional people.
   • Get the "Reseller Staff Initial Enrollment Form". 
     • It should have been sent to you with the request to create the Integrator environment, otherwise contact Sales or PdC.
     • This form will give you the name, E-mail address, and Phone number to enter the people.
   • Goto Administration-> People -> Create
     • Person Type: Occupancy
     • Occupancy: "The Integrators name"
     • Floor: Should have been auto-populated due to the setting up of the Occupancy.
     • First Name: First Name of the person you are entering.
     • Last Name: Last Name fo the person you are entering.
     • MI: Middle Initial if given, otherwise leave it blank
     • Job Title: Enter the job title if known.
     • Gender: Enter the Gender
     • Start D/T and End D/T: Leave Blank.  This translates to start immediately and never expire.
     • Add Email
       • Select "Work" from the pull down and enter their email address.
       • Select "Default" button.  This will also populate the "User Name" field lower down the page.
     • Add Phone
       • Select "Work" from the pull down and enter their phone number.
       • Select "Default" button
     • BluSKY Login: Leave this set to "Yes"
     • User Name: Should be populated by Add Email settings above.
     • Password/Confirm Password: Unless you are told to create a password, leave this alone.
     • Select Save
     • Add the Administrator Role created above
       • Select Roles tab
         • Select "Add Role"
           • Role: <Name of Role Created above>
           • Scope: System Group.  Select the name of the integrator
         • Select "Add Role"
           • Role: <Name of Role Created above>
           • Scope: Integrator.  Select the name of the integrator
         • Select "Add Role"
           • Role: <Name of Role Created above>
           • Scope: Occupancy.  Select the name of the integrator
       • Select Save

Send Welcome Letter

1. Send Welcome Letter to all the people you just created.

Hello FirstName and FirstName,

 

Welcome to BluB0X!

 

I am Shaun Peterson, Director of Customer Support Services for BluB0X.  You will find my contact information below.  I am here to help you with any questions you or your team might have as you learn our product and configure systems.

 

I recommend that you take some time and familiarize yourself with BluINFO, our Knowledge base (www.knowledge.blub0x.com).  In particular our “Getting started” and “Training” sections.  On the top right of every page in BluSKY is a help button.  This button will bring up the help page for the BluSKY page you are currently working in.

Some links to get your started:

• Integrator Training: https://knowledge.blub0x.com/Training/Integrator_Training/Technical_Training
• Sales Training: https://knowledge.blub0x.com/Training/Integrator_Training/Sales_Training
• Two Door Demo Document: https://knowledge.blub0x.com/Training/Integrator_Training/Technical_Training/Two_Door_Demo  This document will take you step-by-step to create a simple 2-door system.  Building a larger system is simply expanding the same steps from the 2-door system.

I have created an integrator login for you.  You should already have received an email pointing you to your login and how to change your password.  Let me know if I can be of any additional assistance or answer any questions. 

 

<Signature>

• Send email to Sales, PdC, Ildar, Shaun and PB that the Welcome email has been sent.

Add Integrator People To Zendesk

1. Add People to Zendesk
   • Add the new people to Zendesk so that when they submit support cases they are associated with the correct Zendesk Organization.
     • Login to Zendesk
     • Select "+Add" and Select Organization
       • Name: <Name of Integrator>
       • Domains: <The Domain email address> , take the part of their email address after the "@" sign.  Ex If the email address is speterson@blub0x.com, the domain would be "blubox.com"\
       • Select "Save"
     • Select "Add" and select "User"
       • Name: First and Last name of the user.
       • Email: Add the email address.
       • Role: Leave this as "End User"
       • Select "add"
       • After adding the first person you will be dropped into their User page.  Select the Integrators name next to the users name.
         • In the tag section on the left add "new-integrator", as you type it should appear as a selection.  There is a rule in Zendesk that will send out an email to people signed up for the new integrator list when the new integrator sends in a support case.  This way people who want to know all the details for a new integrator during their on-boarding time will get an email.
         • You only need to do this after the first person.