Distributor Dashboard Playbook
iCHASE

Distributor Dashboard Playbook

A scenario-by-scenario guide to setting up accounts, fields, and locations in the iCHASE Dashboard — from first-time device sales to inventory transfers and registering corrections.

Dashboard User Manual — Distributor Edition Open guide ↗ Installation Guide — Distributor Edition How to open a dashboard account (P. 12–16) Open guide ↗ Dashboard User Manual — End User Edition Open guide ↗
Video Walkthroughs
Log In & Create Account video thumbnail Chapter 1Log In & Create Account Create Field ID video thumbnail Chapter 2Create Field ID Create Location ID video thumbnail Chapter 3Create Location ID Transfer Device Permissions video thumbnail Chapter 4Transfer Device Permissions

Glossary

Three terms every scenario below depends on
Customer ID

The account identifier for a customer or dealer — e.g. the login account created for Dealer A or End User A.

Field ID

The name of the farm — e.g. ABC Dairy Farm.

Location ID

The name of an install site. It distinguishes multiple cameras at the same farm — e.g. East Feed Alley Camera vs. West Feed Alley Camera.

Worked example iCHASE Dairy Cooperative bought 2 lasers for ABC Dairy Farm and 3 lasers for DEF Dairy Farm. Its account ends up managing: 1 Customer ID2 Field IDs5 Location IDs

Scenarios

Follow the steps in order for the situation you're in
Main Distributor Dealer End User
A · First sale B · Inventory C · Wrong account D · Restock E · RMA F · Wrong device G · Wrong farm H · Wrong S/N I · Change password J · Cloud billing
A

First sale, sold through the same day

Setup flow

Main Distributor sells to Dealer A for the first time, and Dealer A sells straight through to End User A.

Dealer A must provide
Email (account name)PasswordCompany nameCompany addressContact: name / title / phone / email
End User A must provide
Field IDLocation ID(s)Field TypeFarm addressClient: name / title / phone / email
  1. Main Distributor creates Dealer A's user account and assigns the devices to Dealer A.p. 14 Watch: Log In & Create Account
  2. Dealer A creates End User A's user account and assigns the devices to that account.p. 14
  3. Dealer A creates the Field ID for End User A (e.g. ABC Dairy Farm).p. 15 Watch: Create Field ID
  4. Dealer A creates the Location ID — one camera maps to exactly one Location ID.p. 16 Watch: Create Location ID
  5. Once the device is installed and online, sync the Location ID in Command Studio.p. 41
Related document: How to Open a Dashboard Account ↗
B

Sold as inventory, resold in stages

Setup flow

Main Distributor sells to Dealer A as stock. Dealer A then places that inventory with End User A's farms over the following months.

B‑1Day 0 · purchased as inventory

No customer or farm exists yet, so no Field ID or Location ID is created.

Dealer A must provide
Email (account name)PasswordCompany nameCompany addressContact: name / title / phone / email
  1. Main Distributor creates Dealer A's user account and assigns the devices to Dealer A.
B‑2~2 months later · sold to End User A's 1st farm
End User A must provide
Field IDLocation ID(s)Field TypeFarm addressClient: name / title / phone / email
  1. Dealer A creates End User A's user account and assigns the devices to it.
  2. Dealer A creates the 1st Field ID (e.g. 1st Dairy Farm). Watch: Create Field ID
  3. Dealer A creates the Location ID — one camera maps to exactly one Location ID. Watch: Create Location ID
  4. Once the device is installed and online, sync the Location ID in Command Studio.
B‑3~2 months later still · sold to End User A's 2nd farm
End User A must provide
Field IDLocation IDField TypeFarm address
  1. Dealer A moves the sold device to End User A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually. Watch: Transfer Device Permissions
  2. Dealer A creates the 2nd Field ID (e.g. 2nd Dairy Farm).
  3. Dealer A creates the Location ID — one camera maps to exactly one Location ID.
  4. Once the device is installed and online, sync the Location ID in Command Studio.
B‑4~2 months later still · 2 more lasers sold to End User A's 1st farm
  1. Dealer A moves the 2 newly sold lasers to End User A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually. Watch: Transfer Device Permissions
  2. Dealer A creates 2 Location IDs for End User A — be careful to register them to the correct Field ID.
  3. Once the devices are installed and online, sync the Location IDs in Command Studio.
C

Field ID created under the wrong account

Correction

A Field ID ended up on the wrong account.

  1. No need to delete the incorrect Field ID — just create a new, correct one under the right account.
D

Restocking a dealer who already has an account

Setup flow

Main Distributor sells more inventory to Dealer A, who already has an account from a previous order.

  1. Main Distributor moves the newly sold devices to Dealer A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually. Watch: Transfer Device Permissions
E

RMA — replacing an End User's unit

Correction

End User A's device needs to go through the RMA process and be swapped for a new unit.

This step can currently only be handled by iCHASE staff — please contact iCHASE Support to proceed.
F

Wrong device assigned to a new account

Correction

While creating a new user account, the wrong device was assigned to it.

  1. Unregister the misassigned device via Dashboard → Management → Return.
  2. Use Transfer to register the device to the correct account. Watch: Transfer Device Permissions
G

Right S/N, wrong Field ID

Correction

While creating a Location ID, the correct S/N was selected but bound to the wrong Field ID.

  1. Create a new Location ID and select the correct Field ID. Watch: Create Location ID
  2. The page will prompt “Replacing the existing registering” — choose YES to complete the registering.
H

Wrong S/N, right Field ID

Correction

While creating a Location ID, the correct Field ID was selected but bound to the wrong S/N.

  1. Create a new Location ID and select the correct S/N and Field ID to complete the registering. Watch: Create Location ID
  2. Next time the incorrect S/N is bound, the page will prompt “Replacing the existing registering” — choose YES to complete the registering.
I

Changing a Dealer or End User's password

FAQ

While creating accounts for a Dealer or End User, how do you teach them to change their own password?

  1. They can reset their password via Dashboard → Account → My Profile.
  2. This page lets them update their password and other basic account details.
J

Does cloud billing start as soon as an account is opened?

FAQ

A distributor asks whether cloud billing begins immediately after an account is created.

  1. No — cloud billing only starts automatically once the device has been installed and connected to the network.
  2. If you have any questions, please contact us through the support ticket system.