For Designers & Managers

This section covers features available to Designers and Managers - advanced configuration and administration capabilities.

Who This Section Is For

Designers can:

• Create and modify sites, buildings, floors, and zones
• Upload and configure floor plans
• Position devices on floor plans
• Design space hierarchies

Managers have full access including:

• All Designer capabilities
• User management and role assignment
• Data export and reporting
• Organization settings (view only)

Sysadmin additionally has:

• Organization management
• Data retention configuration
• System-level settings

Key Features

Space Configuration

• Site Management - Create and manage site hierarchy
• Floor Plan Setup - Upload and configure floor plans
• Zone Management - Define zones within floors

Device Setup

• Device Installation - Install devices on floor plans

Administration

• Account Settings - Manage users and organization
• Data Export - Export bulk data for analysis

Quick Start

1. Set up a site - Create your Site Management hierarchy
2. Upload floor plans - Add floor plans via Floor Plan Setup
3. Define zones - Create zones using Zone Management
4. Install devices - Position devices via Device Installation
5. Manage users - Configure access in Account Settings

Workflow

Setting Up a New Site

1. Site Management - Create site, buildings, and floors
2. Floor Plan Setup - Upload floor plan images
3. Zone Management - Draw zone boundaries
4. Device Installation - Install devices on the floor plan

Team Management

1. Account Settings - Add team members
2. Assign appropriate roles (Viewer, Installer, Designer, Manager)
3. Configure permissions as needed

Next Steps

For device viewing and monitoring features, see For Viewers & Installers.