Commercial Portal
Commercial Portal is used by dealers, subdealers, and clients to view account information. Please Note: user settings determine what information can be viewed and edited by the user on the Commercial Portal page.
Each available table is used to view data on any given account(s). Dealer and subdealer users are able to view data for all of their accounts. Single account users are only able to view their own account information.
The following documentation will instruct users on how to interact with the available tables and their information.
Select Subscriber
The Select Subscriber option prompts users to select which subscriber account they would like to view within Commercial Portal.
Once a subscriber is selected, all of their applicable information will populate the available tables. These tables are defined below.
Groups
The Groups option is used to view any accounts assigned to the selected account’s group. If the user has access to multiple groups, all of their available groups will display here. Groups are managed within Dealer Maintenance. See the Dealer Maintenance documentation for more information on Group Maintenance.
Select a new account from those available to view that account within Commercial Portal.
Dealer users will have access to their dealer groups. Selecting the name of the dealer will expand the available groups assigned to that dealer.
Subdealer users will have access to their assigned groups under the dealer. Selecting the group name will expand the available accounts assigned to that group.
Contacts
The Contacts table displays all contacts assigned to the account. Users can interact with the Contacts table via the available toolbar options. These options and their functions are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a CSV file of the contacts table. CSV files are typically Excel spreadsheet documents. |
| Downloads a PDF copy of the contacts table. | |
| Columns | Allows users to update what column information is displayed. See the Column Management documentation for more information on how to update table columns. |
| Rename | Allows users to update the column names. See the Column Management documentation for more information on how to update table columns. |
| Save | Preserves any changes made to the table’s column configuration. |
| Refresh | Reloads the table to display up-to-date information. |
| Add | Allows users to create new contact profiles on the account. See the Contacts documentation for more information on managing account contact information. |
| Edit | Allows users to update existing contact information. |
| Delete | Removes the selected contact from the account. |
Zones
The Zones table displays all zones assigned to the account. Users can interact with the Zones table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads the zones table as a .csv file. |
Downloads the zones table as a .pdf. | |
| Add | Allows users to create new zones. See the Zones documentation for more information on managing account zone information. |
| Edit | Allows users to update existing zones. |
| Delete | Removes the selected zone from the account. |
| Reload | Refreshes the table to display up-to-date information. |
Notes
The Notes section is where users can view and update subscriber notes as necessary.
Users can select the Edit option (if available to them) to update account note information. See the Notes documentation for more information on how to manage account notes.
Open/Close Status
The Open/Close Status table displays the most recent Open/Close signals received on the account.
Users can interact with the Open/Close Status table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a copy of the table as a .csv file. |
Downloads a copy of the table as a .pdf. | |
| Reload | Refreshes the table to display up-to-date information. |
Alarm Counts
The Alarm Counts table displays the total number of alarms received on the account.
Users can interact with the Alarm Counts table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a copy of the table as a .csv file. |
Downloads a copt of the table as a .pdf. | |
| Columns | Allows users to update which columns display within the table. See the Column Management documentation for more information on how to update table columns. |
| Rename | Allows users to update the labels assigned to columns. See the Column Management documentation for more information on how to update table columns. |
| Save | Preserves any changes made to the displayed table information (columns and their names). |
| Refresh | Refreshes the table to display up-to-date information. |
Alarm Types
Selecting an alarm type from the Alarm Counts table will display more detailed information on the alarm.
Users can interact with the Account Totals and Individual Alarms tables via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a copy of the table as a .csv file. |
Downloads a copy of the table as a .pdf. | |
| Switch to Account | If the user is viewing alarm counts on a Dealer or Group, selecting this option will refresh the Commercial Portal page to view the subscriber account the selected alarm is assigned to. |
| Details PDF | Downloads a copy of the Individual Alarms table with additional alarm information as a .pdf. |
| Reload | Refreshes the table to display up-to-date information. |
Charts
The Charts table is a visual representation of recent signals received on several accounts or a single account.
In the Groups table, selecting a dealer or group will display a visual representation of all the alarm signals on the accounts within that group. Being on a specific account’s Commercial Portal will display a visual representation of all the alarm signals on that account.
The leftmost pie chart breaks down the last 500 signals into their alarm types.
The rightmost pie chart breaks down the last 500 signals into their accounts.
The line graph is a visual representation over time of the last 500 signals on either an account or group of accounts (depending on whether you’re viewing it from the group level or account level).
Users can toggle the alarm types available and if they display within the line graph. Selecting an alarm type that is currently active will remove it from the table. Selecting an alarm type that is currently inactive will return its data to the table.
Users can hover their cursor over any data point to view additional information regarding the signal/alarm.
History
The History table displays recent alarm events in a group or on a specific account. See the Matrix History documentation for more information on viewing account history information.
Accounts on Test
The Accounts on Test table allows users to manage the testing status of the account’s zones. See the On/Off Test documentation for detailed information on managing account tests.
Users can interact with this table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a Comma Separated Value file of the table to your computer. |
| Opens a PDF file of the table in an alternate browser tab. Users can then download the file if applicable. | |
| Columns | Allows users to update the columns that display in the table as well as their general configuration. |
| Rename | Allows users to update the table’s column names. |
| Save | Preserves any table changes (e.g. column layout or name changes) as default so the updated table configuration will display the next time the user views the page. |
| Reload | Refreshes the table to display up-to-date information. |
| Edit | Allows users to update the on test status of the account’s zones. |
| Delete | Permanently removes the selected zone from the table. This reactivates the zone. |
Tickets
The Tickets table allows users to view open tickets assigned to the selected subscriber.
Users can interact with the Ticket table via the available options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a Comma Separated Value file of the ticket table to your computer. |
| Opens a PDF file of the ticket table in an alternate browser tab. Users can then download the file if applicable. |
Subscriber Information
The Subscriber Information section allows users to manage basic information on the selected account. The available options are defined below. See the Subscriber documentation for more detailed information on managing subscriber account information.
| Option | Function |
|---|---|
| Active | Read-only field that notifies the user if the account is active or inactive in the system. |
| Default Zone | Identifies the assigned zone list used by the account. Default zone lists are defined on the Dealer and Central level. Users can update the assigned zones if applicable. |
| Panel Type | Determines the type of alarm panel installed on the subscriber’s account. Users can update the assigned panel type if applicable. |
| Any Signal is a Test | Determines how the system handles events that are received from the subscriber. See the Timers documentation for detailed information on this option. |
| Test Span | The expected interval between test signals. See the Timers documentation for detailed information on managing test spans. |
| Identifier Fields | The available identifier fields are custom per account. These fields can be updated as needed. |
| CIS Report | Allows users to print or email the Customer Information Sheets report for the selected client. See the Matrix History documentation for detailed instructions on running a CIS report. |
Authorities
The Authorities table allows users to manage available responding party contacts (medical, police, fire, etc.) as necessary. See the Authority documentation for detailed information on managing authority contacts on subscriber accounts.
Users can interact with this table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a Comma Separated Value file of the authorities table to your computer. |
| Opens a PDF file of the authorities table in an alternate browser tab. Users can then download the file if applicable. | |
| Delete | Permanently removes the selected authority from the table. |
Request Service
The Request Service options allow users to submit a service ticket for a particular request on the account. The options labeled with a star icon are required for submission, all other fields are optional. More information on the available options and their functions can be found below.
| Option | Function |
|---|---|
| Property Type Options | The Home and Business options define if the request is for a residential or commercial customer. |
| Service Requested | Provides pre-defined service requests for users to choose from. Select the applicable service from the drop-down. |
| Name | The Name fields are split into two separate fields. One for the contact’s name and one for the business name if applicable. |
| Phone | The main phone number used to contact the customer. |
| Zip Code | The postal code location of the customer. |
| Email Address | The main email address used to contact the customer. |
| Additional Details | Any extra information that should be documented on the service request. |
| Appointment Date | The date the customer would like the service to take place. |
| Appointment Time | The time the customer would like the service to take place. |
| Address | The address the service will be performed at. |
SMS Alert Setup
The SMS Alert Setup table allows users to sent opt in messages to contacts.
Opt in message requests are sent to contacts to ask their permission before sending marketing or billing SMS messages. See the Opt In documentation for more information on managing opt in messages.