How to create a new account and getting started

Creating customers

In 3manager you have 2 options. 

• Account: (the end customer, where you install the data collector)
• Vendor: (A partner who will create accounts. If you work with resellers this is very needed)

Click on the desired type of account in the lower left corner.

Enter a name and choose the currency if needed.

Click save when done and the account is now available in your tree view. Click on the company and the 3 dots to access the features. 

For accounts:

By default the following are automatically created:

• Data collector
• Supplies ordering report for managed devices
• Equipment meter report for managed devices

Actions needed from here:

1. Go to settings - data collector and click the data collector
   
   
2. Add the IP-range to be scanned. If nothing added only the local subnet will be scanned. Click save
   
   
3. If you are installing the data collector click on the little settings icon to the right and choose download. Click "Download" and follow the guide.
   
   
4. If you plan to have the end-customer installing the data collector, open the data collector and enter his/her email in the "Send instructions" field and click "Send instructions". 
   
   Read more about the installation here
   
   
5. This will send all the needed information to the recipient. There is no need for granting access to 3manager for installing the data collector. 
   
   
6. When devices are discovered and visible online, mark the ones you manage as "Managed" by using the action button on the printer page view, or bulk actions in the equipment list. Read more here.
   
   
7. Add recipients in the supplies ordering report and equipment report if you would like to get supplies ordering notifications and meter reading reports. All devices marked as managed will automatically be included in the reports. 

Depending on your needs for managing please check the module overview. Learn more