Dealer Portal Overview
This is the orientation page for dealers using the CloudAccess Key dealer portal. Detailed how-tos for individual flows are coming in subsequent releases of this documentation.
What the dealer portal is for
The dealer portal is your control plane for the CloudAccess Key sites you've installed or manage. From here you can:
- Onboard new client sites — create the customer account, attach hardware, configure initial admins
- Manage existing sites — view system health, push firmware, audit activity across sites
- Support flow — assist client admins, troubleshoot access issues, manage RMAs
- Billing & reporting — invoice history, recurring service plans (where applicable)
Layout — at a glance
Screenshot placeholder — full dealer portal home.
Key regions of the screen (numbered in the screenshot above):
- Site selector — switch between the client sites you manage
- System health summary — controllers online/offline, alerts requiring attention
- Recent activity feed — recent installs, account changes, support actions
- Quick actions — new site, add hardware, support ticket
Common dealer tasks (coming soon)
Detailed step-by-step guides for these flows will be added in subsequent phases:
- Onboarding a new client site
- Adding a controller, reader, or door to an existing site
- Pushing firmware to a controller
- Diagnosing offline hardware
- RMA process
- Hardware install + wire diagrams (Phase 3)
Need something specific?
If you need a flow documented that isn't listed here yet, open an issue in the wiki repo and we'll prioritize it.