Hand a new site over to your client

Scope

How to give your client access to a plant that you commissioned with your own account. For the levels, see Access levels field definitions.

When you click Accept & adopt on a new logger, you get Full control. After that, other persons who scan the logger see only Request access.

Location

• Path: open the plant from All plants, then the menu of your username, then Plant settings.
• Tabs: the Hand over tab and the Access tab.

Permissions

• Full control: can use all three routes.
• Organisation admin: can use the hand-over route when the organisation has Full control on the plant.
• Client: needs a verified email address to request access.

Route Comparison

None of the routes changes the access of your organisation.

Step 1: Hand-Over

1. Open the Hand over tab.
2. If you are the registered owner, select Also transfer registered ownership.
3. If the tab shows Share plant conversation history with the new owner, select it. This gives the earlier messages to the client.
4. In or type an email address, type the email address of the client.
5. Click Send offer.
6. Click Yes.

• Offer: one open offer for each plant. The offer stays open for 48 hours.
• Before the client accepts: nothing changes, and Resend and Withdraw stay on the tab.
• After the client accepts: the client can give you Installer again.

Step 2: Invitation

1. On the Access tab, click Add someone.
2. In Level, select the level for the client.
3. In Email address, type the email address of the client.
4. Click Continue.
5. Click Send invitation.

• Link: you can use it one time only. It expires after 48 hours. The client creates an account from it.

Step 3: Access Request

The client does steps 1 to 5.

1. In the menu of the username, click My access.
2. Open the Access Requests tab.
3. Search for the plant name, plant code, short name or the full logger serial.
4. Click Request access.
5. Click Send request.

The system sends you an email. You do steps 6 and 7.

1. On the Access tab, click Pending.
2. Click Approve or Deny.

• Approve: gives the client Viewer. To give more, change the level in People.
• Limit: a client can have a maximum of five open requests at the same time.
• No answer: the request expires after 30 days.

Troubleshooting

• The Hand over tab is missing: you do not have Full control on this plant.
• The client got no offer email: The offer was created but the email could not be sent - use Resend, or check the address. Make sure that the address is correct, then click Resend.
• Request access is disabled: Please verify your email address first. Check your inbox for the confirmation link. The client clicks Send verification email in General settings.

Tips and Gotchas

• Before you send the hand-over offer, add your organisation at Installer, so that your company keeps access. Its admins get Installer, and other members get Viewer unless an admin gives them more. See What your organisation can give its team.
• Two or more people can have Full control on one plant.
• No route records the registered owner. See Claim or transfer a plant.