This section covers how an Administrator purchases credentials for a customer in Dealer Admin. These steps can only be completed after the SR3 Bluetooth Reader is installed and associated with a customer’s system in Tech APP.
To purchase and issue credentials in Dealer Admin, you must either have an Administrator role or a custom role with Mobile Credential permissions. For more information, refer to Personnel Roles.
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In this clip, we’ll show you how to purchase mobile credentials.
To purchase credentials, complete the following steps.
- In the menu, go to Tools > Mobile Credentials.
- Go to the Purchase Credentials section.
- In Customer, select a customer for the credentials.
- In Quantity, select the number of credentials you want to assign.
- If needed, enter notes. You can use the Notes/PO field to help you track items like why the credentials were issued and who requested them.
- To purchase the credentials for your customer, select Purchase Credentials.
- Notify your customer that you completed their purchase.
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