Device Management Account System - Client Notes
With your Device Management account, you have the ability to add private notes to each client account you have permission to work with. Your client's won't be able to see the notes but you can use them to organize and keep track of things related to each client.
To use the notes, follow the below steps:
- Log into your PTDevices.com account and navigate to "My Clients" in the main menu.
- Find the client you would like to work with and select the "eye", "user" or "pencil" icons in order to bring up the client of interest.
- Once the client is in context, a notepad with pencil icon will show up in the top header bar. Select it.
- You should now have a menu drop down that shows any past notes and allows you to add new notes and delete old ones. There is no limit to the notes added.
Device Management Account - Client list/map views
With your Device Management Account, you get an overview of all the clients and their devices that you have permission to manage. This can be in two formats currently: The client list. Here you get a list of clients you manage and an overview of ...
Device Management Account System - Overview
Our Device Manager Account System is designed for those who sell, install, and manage/maintain devices and customer accounts. Basically it is an account that gives you the ability to fully manage many customers and their devices in your own account. ...
Device Management Account - Alerts
With your Device Management account, you have the ability to setup your own alerts with your client's devices. Basically, the client can have their own alerts and you can have your own alerts on the same device. This works with the level alerts and ...
All About the Premium Account
After you setup your ptdevices.com account, you can choose to upgrade your account to our Premium Account giving you access to many extra features. If you choose to stay with the free account, you can always access your account on any device at any ...
Wired Device Not Connected
In this article, we will go over how to troubleshoot the PTLevel Wired device when it shows “Not Connected” in your account. TROUBLESHOOTING CONNECTIONSTo top Below are steps we suggest that you can go through to troubleshoot your device. Check your ...