This article demonstrates step-by-step instructions for Setup a Client.
Product Features
Manage User Devices Online
Be in control of the data and configuration settings of all devices connected to your organization’s network
Autoprovision
Connect devices to Circuit ID with a few easy clicks.
Log Monitoring
View Logs of the devices connected to Circuit ID to troubleshoot Autoprovision and other issues.
Step-by-Step Instructions
The below table will detail the steps required to accomplish your goals:
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Login
Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Lastly, provide the client information for the Info section as shown in Exhibit 3a, and the Advanced section as shown in Exhibit 3b. Click the save icon on the top right-hand side of the page once you are done as shown in Exhibit 3c.
For your convenience, a description of each field is given below:
Info
Name
A descriptive name to identify your phone.
Type
Choose the type of device from the drop down menu.There will be different options based on the type of device you choose.
Contact
Select the User from the drop down list who this phone is being added for.
Congratulations! You have now completed the "How-To Setup a Client" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.
