Reseller Guide: Onboarding Customers Using the Task Wizard

Welcome to the ARMOR Asset Management platform! As a reseller, you can quickly onboard new customers using the built-in Task Wizard. This tool walks you through the essential setup steps in a clear and guided way.

Where to Find It?

From the left-hand navigation panel, click on Task Wizard (see red arrow in the image below).

Step 1: Create a Sub-Account

Start by clicking Create a Sub-Account:

• This creates a new customer account under your reseller umbrella.
• Ensure Base Scope is set to your Reseller customer account.
  • Ex. Reseller Name (cust: Reseller Name)
  • 
• Enter the customer's company name and basic info.
  • All fields beyond Name are optional.
  • Scope Tags should be left default unless performing advanced scoping.

✅ Once saved, this becomes the new customer account you can manage Sites, Assets, and Users for.

Step 2: Create a Site

Next, click Create a Site: 

• Sites represent physical locations where assets will be installed.
• Fill in details such as:
  • Site name (e.g., “Main Warehouse”)
  • Street address, city, and state
    • After Address is entered it will pop-up an Autofill for the rest of the address!
  • (Optional) Tags/Properties (for advanced filtering and reporting)

A customer can have multiple sites, and assets must be assigned to one.

Step 3: Claim an Asset

Click Claim an Asset to add devices:

• Enter the IMEI or Serial Number of the device.
• Choose the CustomerScope it will be assigned to and Claim
• Choose the Site and fill in the remaining details for the asset.
• The platform will automatically assign it to the selected customer and site on submission.

Make sure the device has never been claimed before. If it's already active, contact support to transfer it.

Step 4: Add Additional Users

Click Add Additional Users:

• Provide the user's full name and email address.
• Choose a role: Admin, Regular, or View.
• Choose the Account the user is assigned to.
• Users can receive an email to activate their account and set their password by checking the Send Welcome Emailcheck box before saving.
  • 

Only Admin users can manage other users, sites, and settings.

Step 5: Configure Email Reports

Click Configure Email Reports (optional but recommended):

• Set up automated daily or weekly reports.
• Select the User to configure.
• Choose report frequency (daily/weekly)
• Set the time to receive the report.
  • ?This is based on the users configured Time Zone
• Once all settings are complete Save to enable the report.

Customers love this feature — it keeps them informed with zero effort!

Tips for Success

• ✅ Always double-check that the Scope Accounts are correctly chosen.
• ✅  Encourage all users to setup Daily/Weekly Reports.

Support - If you run into issues during onboarding, reach out to:

• Email: support@armordata.com