Skip to main content
Knowledge Base

Enterprise Dashboard - Getting Started

The Enterprise Dashboard allows you to manage security, automation, and business intelligence across two or more locations. You can also conveniently view the status and recent activity for multiple systems on one page.

First steps:

  • Create a naming convention for group names (e.g., region, manager’s name, store number, etc.).
  • Create a list of all the locations to be added to each group.
  • Create a list of Enterprise users vs. Single-System users.
  • Create a list of Enterprise users that will be added to each group.
  • List the locations each user can access.
  • If applicable, list the specific times users can access the locations (e.g., employee’s panel/lock code will work from 7:00 AM - 8:00 PM M-F). This feature is available on all compatible locks and select security panels.
  • Determine the types of notifications (e.g., open/close, alarms, etc.) to use and who should receive them.
  • List the business hours for each location. A template can be made to apply to locations that have the same business hours.

Best practices: 

  • Determine which account will be the primary login (e.g., corporate office, headquarters). Create the first Enterprise group under this account. The primary login will have administrator rights to manage the Enterprise group.
  • If you have existing accounts and want to add the existing users to an Enterprise group, the users must be deleted from individual locations and recreated under the appropriate Enterprise group.
  • Removing users from a single site and adding to Enterprise:
    • If the user is currently receiving text or push notifications, please make note of their mobile carrier and other details that will need to be entered again when the user is recreated.
    • For Concord and Neo panels must be disarmed when adding or removing users.
    • Once a user is added to Enterprise, keep in mind that those systems will be busy for quite some time. Do not arm, enter programming, send other remote commands, or power cycle the panel for 5-10 minutes.
    • After a user is deleted, select the refresh icon on the top right corner of the webpage. If this is not done, the customer website may display a warning message saying the code is already in use when you try to recreate the user in the Enterprise.

Manage Enterprise groups

Locations must be put into one or more Enterprise groups. This can be done using the customer website. For more information about adding locations to an existing Enterprise group, see Add a new location to a group.

For more information about creating an Enterprise group, see Create a new Enterprise group.

Enterprise User setup

To allow user access to the panel locally on-site, create a new group user to add new user codes locally to the system. Creating a group user code does not give the user remote access to the customer website and app for the system. For more information about adding group users, see Create a new group user

To allow user remote access to the system using the app and customer website, create a new group login for the system. Creating a group login does not give the user a local code for on-site access to the panel. For more information about adding a group login, see Create a new group login

Some best practices for setting up Enterprise users: 

  • An Enterprise User can be granted access to multiple locations within a group of locations. An Enterprise Administrator can configure permissions for Enterprise Users so that they have access to all locations, some locations, or no locations within a group. One possible reason to set up an Enterprise User without access to any locations would be for them to receive notifications but not be able to disarm a system.
  • Enterprise users with location access need a user code. Once added through the customer website, this user code is pushed to the alarm panel for each location where they will be granted access to panels, keypads, or smart locks.
  • Add an email and/or phone number of the Enterprise User so they can receive email/text notifications (e.g., alarms, open/close emails).
  • If applicable, add cards and PIN codes to allow Access Control users to gain access to doors with card readers or keypads.

Add reports

Smarter Business Reports allow further awareness of what is happening at each location. For information about enabling reports, see Enable Smarter Business Reports.

Add business hours

Business hours make it easier to configure and manage commercial features like reporting, arming schedules, auto re-arming, and notifications.

For information about creating a business hours template to apply to locations, see Create a Business Hours Template.

Add notifications

By setting up notifications, you will have constant awareness of what is happening at your business, even when you are not there.

To add notifications: 
  1. Log into the customer website.
  2. Click Notifications.
  3. Click New Notification.
  4. A menu of standard notification options, business-specific options, and temperature-related notifications will be available. Select the desired option, then customize the notification and specify recipients who should be notified by text or email.

    Enterprise Notifications.PNG
  5. The below notifications are highly recommended because of the potential savings, risk-reduction, and invaluable awareness they provide. There is no limit to the number of notifications you can set up or the number of recipients per notification. If you want to stop receiving a notification for any reason, you can simply click on the button to toggle it off or toggle it back on again as needed.

    Add notification 3.png

    For more information about the different types of notifications that can be created, see Enterprise Location Management.


Additional resources

Video Tutorials

Interested in technology is sold, installed, and serviced by licensed service providers near you.


Let's Get Started