Initial configuration of multi-site setup for dealers

Initial configuration of multi-site setup for dealers

When a new Qx Gateway is registered, it appears in the Places section of app.qumulex.io as a Site inside a temporary Customer called Unassigned Gateways. To finish setup, move each gateway under the correct Customer. This controls what each customer’s users can see, and it makes scope, rules and reporting work as expected.

The finished structure should look like this:

Integrator (your company)
- Customer (ex. Acme School District)
  - Site (ex. Acme High School, the Qx Gateway)
    - Areas (optional, used for access control)

Step 1: Create the Customer (only if it doesn’t already exist)

If the customer is already in your Places tree, skip to Step 2.

Navigate to Places from the left-hand menu
Click your Integrator name at the top of the tree so it’s highlighted
Click Create Place at the top
Confirm the Parent Place shows your Integrator name
Enter the customer Name (ex. Acme School District)
Set the Type to Customer
Click Create Place
Verify the Timezone and add the customer’s address information

Note: The Account Number and Billing Period fields are for your own tracking only and don’t affect anything on the Qumulex side. You don’t need to fill them in.

Step 2: Move the Gateway to the Customer

Place dragging is turned off by default to prevent accidental moves.

Expand Unassigned Gateways in the Places tree to find your new Gateway
Click Actions at the top of the Places tree and select Enable Place Dragging
Drag the Gateway onto the Customer
Confirm the Gateway now sits beneath the Customer in the tree
Click Actions again and turn place dragging back off

Step 3: Name the Site and set its Timezone

Click the Gateway in the Places tree, then click Edit Place
Change the Name to something easy to recognize (ex. Acme High School)
Choose the correct Timezone. This is required for schedules and access control to work properly. See: https://www.qumulex.com/kb/how-do-i-set-my-timezone-in-places
Fill in the address information if you like
Click Save Place

Repeat Steps 2 and 3 for each additional Gateway. If a Gateway belongs to a customer that isn’t in Places yet, start at Step 1.

Step 4 (optional): Add Areas

If the site has access control, create at least two Areas under the Site (ex. “Outside” and “Inside”). Select the Site, click Create Place, and set the Type to Area. Doors use these Areas to define where a cardholder moves from and to.

Tips

Installing a system in your own office? Create a Customer for your office under your Integrator, the same way as any other customer. Your office staff can then manage that system without seeing your customers’ sites.
Once the tree is built, use Set Scope to focus on a single customer or site while you configure it. See: https://www.qumulex.com/kb/setting-your-scope