# Console 2.6 User Guide

# 1 Preface

This guide is primarily intended to give a comprehensive understanding of the Console.

# 2 Overview

The Console is the company's most basic service. You can create and manage companies, subscribe to services, manage inventory, etc. On this module, you can operate all matters of the company, and it connects a series of ThingsMatrix services, eg. TMX Access™, TMX Insight™, TMX Connect™ and TMX Upgrade™.

# 3 Company

# 3.1 Adding new companies

Company is the basic unit of ThingsMatrix’s services. Before exploring these services, you needs to add a company at first.

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By clicking the + Add Company button, you can apply for a company with "Company Name" and "Billing Address".

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After submitting the application, you can view the company in the company list of the header and the company's basic information on the page. After the application order of the creating company is processed, you can subscribe to services and access them.

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In the order menu, you can view the application order of the creating company, or cancel the order to interrupt order process and resubmit a new application.

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# 3.2 Viewing my company

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You can view the information of your own company. It includes Basic Info, Billing Address, Billing Discount and Billing Cycle.

# 3.3 Viewing end customers

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The End Customer page shows the end customer companies of the distributor. You can add new end customer company and edit the information of end customer company here.

# 3.3.1 Adding new end customers

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By clicking Add End Customer button, you can add a new end customer company. On this page, the company name, billing address, and custom domain are required. After filling in necessary information, the user can click the Add button to apply for a new end customer company.

# 4 Orders

You can view the entire list of orders. Order types include service, company, equipment, SIM card, upgrade and modification.

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You can access the detailed information of each order in the bottom window. There are two tabs, Order Details and Logistics Records. If there is an device type order, it means that the device has been purchased, and the user can check the logistics status in the Logistics Records.

# 5 Billings

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You can view monthly bills. Each column shows the specific charge item, such as online device number, report number, command execution number, data flow hit number, api call number, bucket entry number, etc. The "Amount Payment" shows the total cost.

The normal company and distributor company can generate invoice, which can be downloaded.

# 6 Devices

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You can view device inventory of the company. On this page, you can view information of devices, RMA records in the bottom window. You can also manage the status of the devices and assign the devices to different end customer companies on the distributor company portal.

# 6.1 Purchasing new devices

For purchasing devices, please click the Action button then click the Purchase Device Button. You need to fill the form, which includes device model, quantity, unit price, delivery time, shipping method, contact number and delivery address. This information will be confirmed with ThingsMatrix sales team before applying.

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After the submission, an order will be generated. By clicking the Here button, you can jump to the order list and view this order.

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# 6.2 Editing device ownership or distributing devices

It is only available on the distributor company portal. You can upload excel files based on the downloaded template to transfer the devices to the end customer company or distributor in batch.

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The user can also select multiple devices and change the ownership to a specified company.

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# 6.3 Editing device status

To edit devices status, please click the Action button then click the Edit Status button. Then you can upload excel files based on the downloaded template to change status of the devices in batch.

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# 7 SIM Cards

You can view the basic information of SIM Cards in the list.

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# 7.1 Purchasing new SIM cards

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For purchasing SIM cards, please click the Action button then click the Purchase SIM Card Button. You need to fill the form, which includes operator, SIM card size, quantity, unit price, delivery time, shipping method, contact number and delivery address. This information will be confirmed with ThingsMatrix sales team before applying.

# 7.2 Editing SIM card Ownership

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It is only available on the distributor company portal. You can upload excel files based on the downloaded template to transfer the SIM cards to the end customer company or distributor in batch.

# 8 Supports

This service is mainly used for after-market services such as technical support, maintenance, and replacement of device. You can leave a message to ThingsMatrix FAE to inquire about product-related issues under Tickets, or ask for repair/replacement of the warranty device. When FAE confirms the need for repair/replacement, an RMA order will be initiated to you. Please fill in the order information, then the device can be sent back to do the repair/replacement process according to the return address.

The Console keeps the historical data of tickets and RMA, so you can check the support progress of related device(s) at any time.

# 8.1 Tickets

You can add a ticket to inquire about technical-related issues, or ask for repair/replacement. The general process is as follows:

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You an obtain the brief information of the Ticket from the list: Ticket ID, Submitted time, Synopsis, Company, Status, number of related RMA, and last activation time.

# 8.1.1 Adding new tickets

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By clicking the Add Ticket button on the top of list, an Add Ticket form will pop up. If you submit the ticket on the distributor portal, "Company" field is required. Then click the Submit button to add a ticket.

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# 8.1.2 Adding new comments

During the ticket process, you are free to send comments to communicate with FAE.

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# 8.2 RMA

You can ask for repair/replacement of the device in Tickets directly. When FAE confirms the need for repair/replacement, a RMA order will be initiated to you.

The general process is as follows:

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# 8.2.1 Verifying RMA

When FAE initiate a RMA order to user, you will receive an unverified order in RMA list.

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By clicking the Verify your RMA information button, the basic information of the RMA order will pop up, including return address, contact information, shipping address and Device List. Please click the Confirm button to confirm this information.

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# 8.2.2 Shipping device to FAE

After devices in device list are packaged and sent, you should upload shipment information by clicking the Ship to FAE button. "Shipment Number", "Logistics Company", "Delivery Time" and "Recipient" are required.

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After FAE confirms the receipt, the received status in the device list will change from No to Yes.

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It is optional for you to divide the devices into several packages and send them separately.

# 8.2.3 Viewing outbound list

All received devices will be in the outbound list. After the device aftermarket process is completed, you can see Return Comment, RMA Type and New SN / Content.

When the RMA order is completed, the RMA record of the device will be added to each device.

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# 8.2.4 Confirming receipt

After receiving the package with repaired/replaced devices, you can confirm the receipt in Shipment Info (to Company).

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# 9 Records

# 9.1 Viewing SMS records

You can view every SMS pushed to company users. Whether the SMS has been successfully sent, it will be listed on this page. By clicking the > button on the left, you can read the content of this SMS record.

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# 9.2 Viewing Email records

You can view every email pushed to company users. Whether the email has been successfully sent, it will be listed on this page. By clicking the > button on the left, you can read the content of this Email record.

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# 10 API Applications

It is used to manage API access control. You can access to API service with your API key.

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# 10.1 Adding new Apps

To add a new API application, you can click + Add App button.

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In this window, App name and service access are required. Service access limits the authorization of API key. IP whitelist declares the IP addresses that the user can request through the API service.

After adding a new App, an API key will be generated.

# 10.2 Configuring Apps

To change the authorization of an API application or set the IP whitelist, you can click the Config button configure the application in the API application list. Please note: Reconfiguring the application will not change the API key.

# 10.3 Delete Application

The API key will never be expired. If you want to invalidate the API key, please click the Delete button to delete the specific App.

Last updated: 6/28/2021, 3:14:30 PM