How to add levels and move customers under existing levels.

Create Levels
Creating levels is a great way to organize your dealers and customers. Any level can see what is below its level but not higher. If you create a sub-level for a reseller under your account, they will only be able to see customers added under them and not above them.

  1. Navigate to the Levels section under the Admin menu.
  2. Fill in the name of the level and contact details
  3. Choose the parent level to manage this sub-level
  4. Then press Create

To create a login for a level, you need to create a customer on the required level with logins attached.

You can create the customer as a dealer (even without any data collection) with the single purpose of restricting logins to the customer's or dealer's attached level.

Moving Customers
Now that sub-levels are created, customer accounts can be moved from the main account to their specific level. Sub-levels can now be seen on your Dealer Dashboard. In the beginning they will have zero customers attached.

  1. From your Dealer Dashboard, select the customer account by clicking its name from the customer list.
  2. Then click the Account name in the upper right corner.
  3. Select the level for this account to be under.
  4. Press the Update button