What is an Client Super Admin (CSA) account - LEXI Cloud

LEXI follows a multi-tenant architecture, which means our Enterprise customers can in turn have their own (enterprise) customers. Our cloud instances are completely white-labelled for our enterprise customers.

CSA (Client Super Admin): 

The primary use case for this account is Corporate User Role creation and Corporate User creation for the Enterprise client. We already have 5 predefined roles (Client Super Admin, Admin, Manager, Customer Service Agent and Installer).  CSA can also create their own custom roles.

Once the role creation is completed, CSA can create their own corporate users to manage the Enterprise Client Instance.

After logging into the CSA dashboard, you will find the below options:

End Users:

The End Users option will show the list of end users in the client portal. 

Clicking on any End User name will display all the details about that user and the devices linked to that user.

User Management:

Under User Management, you can check all Predefined Roles in the client portal. The Super Admin can also create a new role or new user and check all users based on their roles.

Predefined Roles

Click on User Management -> Predefined Roles to view all roles under the client portal.

Create Roles

To create or edit a custom role, please click on User Management -> Create Roles option.

To create a new custom role, click on Create Role button. Enter a name for the custom role, its description and assign permissions to be associated for this new role. 

To edit an already created custom role, click on the edit button next to the custom role you want to edit.

You can edit the name and description of the custom role and assign/remove permissions associated with this role.

Create Users

To create a new user, please click on User Management -> Create Users option. You can select the role for the new user from the drop down menu, add the user details and click on Create button to create the new user.

All Users

To view all users based on their respective roles, please click on User Management -> All Users option. You can also view the user information, reset the user's password, block access to the portal for the user and delete the user under this section.

Audit Trail:

Audit trail shows you all the logs and activities from your client portal.

You can filter the logs based on user name and activity type.

Connected Apps:

Under the Connected Apps section, you can view all third-party apps connected with your portal. You can check the status of the connection by clicking on the Status (plug) icon.

Fleet Management:

Under Fleet Management option, you can create campuses & buildings and manage connected devices.

Campus

To Create a new Campus or view all created campuses, please visit Fleet Management -> Campus option.

To create a new Campus, please click on the Create Campus button.

Type the name of the Campus in the popup box and click Create.

To create a Building inside the Campus, click on the "Create Building" button.

Type the name of the Building and click Create Building button.

Once the building has been created, you can add floors inside the building. Please click on the Create Floor button.

Type in the Floor name and you can also upload the Floor plan.

You can mark the Room area and save the Room.

Provide a name for the Room, select the Room type and click Save.

The Room will appear under the Room List section.

Once the Room has been created, you can add Devices to the Room. Please click on the edit button next to the Room name to add a device to the Room.

To assign a Device to the Room, click on the Assign Device button.

Select the Device you want to associate with the Room and click on the Save button.

To assign/map a Gateway to the Room, click on the Room name (or the "pencil" icon to edit the Room) and then click on the Map Gateway Room button.

Select the Gateway and click on the Save button.

To add a Department inside the Floor, please click on the "Add Room/Department" button.

Type the name of the Department and click on the Save button.

You can add Rooms for a Department by clicking on the edit button next to the Department name.

You can edit the created Floor using the edit button next to the Floor name. You can also delete a Floor using the delete button.

Clicking on the drop-down button expands the Floor and will show you all the Rooms, Departments and Gateways assigned to the Floor.

To assign a Gateway to the Building, click on the Assign Gateways button under the Update Building option.

Select the Gateway and click on the Save button.

To assign a Gateway to a Floor, click on the Floor name (or the "pencil" icon to edit the Floor) and then click on the Assign Gateway button located at the bottom of the page.

Select the Gateway you want to assign for the Floor and click Save button.

You can enable or disable all Gateways associated with a campus using the toggle button.

You can also enable or disable the Gateways associated with a Building or Room using the toggle button next to the Building/Room name.

Settings:

Settings option shows the utilities available for your enterprise instance. If you want to add more utilities, please reach out to your Enterprise Super Admin.

Business Intelligence:

The Business Intelligence section shows your various BI reports based on your client portal. You can see reports related to Users, Apps, Locations, Devices and User Actions.

Profile:

Under the Profile option, you can update your company logo, see the client super admin details and also change the theme of your dashboard to dark mode.

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