[VORTEX] Getting Started: Help end-user setting up the organization without using reseller portal account

This guide helps System Integrators (SI) assist end-users with VORTEX organization creation and device setup, even if they haven’t applied for or are awaiting approval for a Reseller Portal account.

Follow the steps to provide immediate support and ensure a smooth transition once your account is approved.

For Customers Adding Devices to an Existing VORTEX Organization:

1. Request an Invitation:
   • Ask the customer to invite you to their existing VORTEX organization and assign your account as an Admin.
     • Navigate to "User" -> "Invite" -> "set as admin"
       • Check the screenshot below
2. Log in:
   • Log in using the onboarding email you receive.
3. Add the Devices:
   • Navigate to "Devices" → "Add Device" to add the devices (e.g., VORTEX cameras, NVR, etc.).
   • Configure other necessary settings as needed.
4. Post-Approval of Reseller Account:
   • Once your Reseller Portal account is approved:
     • Add your owned reseller portal account under the "Reseller Management" tab.
     • Delete your temporary end-user portal account to ensure the security of the customer's organization.

Note: For detailed guidance, refer to the sections "Resseller management" and "User" and  in portal guide https://www.vortexcloud.com/public/resource/blog/portal-guide

For Customers Creating a New Organization for Devices Setup

• Apply for an End-User Portal Account:

  • Register an account to temporarily assist the customer. http://portal.vortexcloud.com

    • Click "Create account"

• Log In:

  • Log in using the onboarding email you receive.

• Add the Devices:

  • Navigate to "Devices" → "Add Device" to add the devices (e.g., VORTEX cameras, NVR, etc.).

  • Configure other necessary settings as needed.

• Invite the Customer:

  • Invite the customer to join the newly created VORTEX organization.

  • Navigate to "User -> Invite" -> "set as admin"

• Transfer Organization Ownership:

  • Transfer the organization ownership to the customer.
    • Note: For guidance, refer to: Getting Started: How to Transfer VORTEX Organization Ownership

• Post-Approval of Reseller Account:

  • Once your Reseller Portal account is approved:
    • Add your owned reseller portal account under the "Reseller Management" tab.
    • Delete your temporary end-user portal account to ensure the security of the customer's organization.

Note: For detailed guidance, refer to portal guide https://www.vortexcloud.com/public/resource/blog/portal-guide