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OnCloud Edge Recording: Setting Up Organizations

  • Updated

Applies to: OnCloud

Summary

This article provides step-by- step instructions and resources for getting started with OnCloud, including setting up OnCloud Organizations and managing technicians assigned to organizations.

Organizations are the top level of the OnCloud hierarchy where the administrator can manage permissions across the entire installation and set up locations to group cameras together. Organizations can be self-managed or managed by your Hanwha STEP Partner.

NOTE: Hanwha recommends working with STEP Partners for your OnCloud installation. 
Self-management is an option and may be appropriate for small deployments with a 
limited number of cameras or for very large deployments with dedicated staff. For 
most deployments, the experience of a Hanwha STEP Partner is a valuable resource.

Setting Up Your Organization

OnCloud allows STEP Partners to set up and manage their Customer OnCloud installations directly from the OnCloud Partner Portal. From the Portal, Partners can create and manage their OnCloud STEP Partner Organization, create and access Customer accounts, and assign technicians to specific Customer Organizations. 

Creating your OnCloud STEP Partner Account and Organization

To create a STEP Partner Organization:

  1. Access the login page.

  2. Click Join as a STEP Partner.

  3. Create your Step account using the instructions listed in Cloud Portal: How to create a STEP Partner Organization.
  4. Add your team of technicians to your Partner Organization by selecting Techs at the top of the screen.



Managing Customer Organizations and Technicians

After the Partner Organization has been set up and technicians added, set up your Customers Organizations.

To set up Customer Organizations:

  1. Click Add Customer. 

  2. Complete set up of a Customer Organization by following the instructions in Cloud Portal: How do I manage organizations?

    After completing the Organization setup, your Customer Organization is available on the main page of your OnCloud Partner Portal. 

     

  3. Access your Customer Organizations by double-clicking on the Customer record. 

Assigning Technicians to a Customer Organization

Once the Customer Organization is created, you may assign one or more of your Technicians so that they may have access to the Organization. Assigned technicians have full access to set up and manage an Organization. By default, the only account that has access to the newly created Customer Organization is the admin account that first created the Organization.

To add additional technicians to the Customer Organization:

  1. On the technician record, select the three-dots at the end of the record Assign Customer. 

  2. Once selected, choose the Customer Organization(s) to assign the Technician.

  3. View which Technicians have access to the Organization by navigating to the Customer Dashboard and scrolling to the bottom.

NOTE: More information with step-by-step guides and videos on setting up and managing 
Customer Organizations, can be found at Setting up OnCloud.

 

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