APsystems 5.1 Installer and Company Management Software Instruction Manual

June 13, 2024
APsystems

APsystems LOGO Installer and Company management
Version 5.1

Introduction

Installer account registration and management is about registration of management accounts for installers and management of the basic information already registered.
Staff account registration and management is about registering the accounts for company staffs with the appropriate authority to assist in the management of staff accounts.

Log onto EMA Website

➢ Go to http://apsystems.com/
➢ Click the orange “EMA Login” in the upper right corner of the screen to enter the EMA login page,

APsystems 5 1 Installer and Company Management Software - login
page

The APsystems EMA Login page is displayed.

APsystems 5 1 Installer and Company Management Software - login page
2

NOTE
◼ You will be issued a permanent login account and a temporary password when you complete the Installer Training of APsystems. Contact APsystems Technical Support to register for Installer Training (go to https://usa.apsystems.com/resources/training , or call 1.844.666.7034).
➢ Enter your “Login account” and “Password”
➢ Press the “Login” button.

NOTE

  • The Password is case sensitive.
  • If you forget your password, select “Lost your password? Click here …”.

Your specific Customer List page is displayed.

APsystems 5 1 Installer and Company Management Software - Customer
List

NOTE
You won’t have any customers in your Customer List the first time you log into the system.
➢ Select the REGISTRATION icon at the top of the page.

APsystems 5 1 Installer and Company Management Software - REGISTRATION
icon

The installer manage consists of two parts:Installer list and Module list.
➢ Select the “INSTALLER MANAGE” in the left side bar.
➢ The sub-menu areas are displayed under “INSTALLER MANAGE”.

APsystems 5 1 Installer and Company Management Software - Installer
Manage

2.1 Add a New Installer account
➢ Select the “INSTALLER LIST” in the left side bar.
The installer management page is displayed.

APsystems 5 1 Installer and Company Management Software - installer
management

➢ Select the “Add” Button.
The account basic information adding page is displayed.

APsystems 5 1 Installer and Company Management Software - installer
management 2

➢ Enter information as prompted.
NOTE
◼ “*” is a required field.
◼ Only “letters”, “numeric digits”, “underscores”, “@”, “spaces”, and “.” Can be used when entering a login account. And the login account 6 and 32 digits in length and must contain numbers and letters; passwords are case-sensitive
➢ Select the “Submit” button.
2.2 Installer Account Information Management
2.2.1 Edit Basic Account Information
➢ Select the “REGISTRATION” icon at the top of the page.
➢ Select the “INSTALLER MANAGE” in the left side bar.
➢ Select the “INSTALLER LIST” in the left side bar.
A list of installer registrations is displayed.

APsystems 5 1 Installer and Company Management Software -
registrations

NOTE
To delete an account, select the “Delete” button to the right of the installer record.
➢ Select the installer account you want to edit.
The installer account information edit page is displayed.

APsystems 5 1 Installer and Company Management Software - Installer Manage
2

➢ Enter new information.
➢ Select the “Submit” button.
2.2.2 Reset Password
➢ Select the “RESET PASSWORD” button.
➢ Press the “Send Reset Password Email” button

APsystems 5 1 Installer and Company Management Software - Reset
Password

NOTE
The changing password link in the email is valid for 48 hours.
2.3 Module Management
2.3.1 Add a New Module Information
➢ Select the “MODULE LIST” in the left side bar.
The Module Management page is displayed.

APsystems 5 1 Installer and Company Management Software - Module
Management

➢ Select the “Add” module information button.
The module information adding page is displayed.

APsystems 5 1 Installer and Company Management Software - module
information

➢ Enter the correct module information.
➢ Press the “Submit” button.
NOTE
Module information can also be created on the module layout page.
➢ Go to the module layout page.
➢ Right-click on a module and select the “Change Module Type”.
➢ Select “Add New Panel” button.

APsystems 5 1 Installer and Company Management Software - New
PanelAPsystems 5 1
Installer and Company Management Software - New Panel 2

NOTE
If you want to delete a module information, please make sure that it is not associated with any view module. If there is a view module associated, please go to the view layout page of the corresponding system to disassociate it.
2.3.2 Module Information Management
➢ Select module information you want to edit.
The module information is displayed.

APsystems 5 1 Installer and Company Management Software -
displayed

➢ Enter new information.
➢ Select the “Submit” button.

Company Manage

The company manage consists of two parts:STAFF LIST and DEPARTMENT LIST.
➢ Select the “COMPANY MANAGE” in the left side bar.
➢ The sub-menu areas are displayed under “COMPANY MANAGE”.

APsystems 5 1 Installer and Company Management Software - COMPANY
MANAGE

NOTE
Before adding a staff account, you need to add at least one new department to the department list.
3.1 Add a Staff account
➢ Select the “Staff List” in the left side bar.
The staff management page is displayed.

APsystems 5 1 Installer and Company Management Software - Staff
List

➢ Select the “Add” staff account button.
The account basic information adding page is displayed.

APsystems 5 1 Installer and Company Management Software - adding
page

➢ Enter information as prompted.
➢ Press the “Submit” Button.
NOTE
The installer can assign different permission information to staff via a list of permissions.

APsystems 5 1 Installer and Company Management Software - Company Manage
2.

NOTE
◼ To delete an account, select the “Delete” button to the right of the record.
◼ The “Manage Button” is used to assign management scopes to staff accounts, please see the Designated Management Areas section for more information.
3.2 Staff Account Information Management
3.2.1 Edit Basic Account Information
➢ Select the “REGISTRATION” icon at the top of the page.
➢ Select the “COMPANY MANAGE” in the left side bar.
➢ Select the “STAFF LIST” in the left side bar.
A list of your staff registrations is displayed.

APsystems 5 1 Installer and Company Management Software - staff
registration

➢ Select the staff account you want to edit.
The staff account information edit page is displayed.

APsystems 5 1 Installer and Company Management Software - edit
page

➢ Enter new information.
➢ Press the “Submit” button.
3.2.2 Reset Password
➢ Select the “RESET PASSWORD” button
➢ Press the “Send Reset Password Email” button

APsystems 5 1 Installer and Company Management Software - Reset Password
2 NOTE
The change password link in the email is valid for 48 hours.
3.2.3 Designated Management Areas
➢ Select the staff account and click on the “Manage” button on the right side of the record.
The management areas page is displayed.

APsystems 5 1 Installer and Company Management Software - areas
page➢ Select management areas.
➢ Press the “Submit” button.
NOTE
◼ Select ‘All’: the default mode in which employees can monitor or manage all accounts under your name.
◼ Select Specify province: the custom mode, in which employees can only monitor or manage all accounts under the province you have assigned to them.
3.3 Add a New Department
➢ Select the “REGISTRATION” icon at the top of the page.
➢ Select the “COMPANY MANAGE” in the left side bar.
➢ Select the “DEPARTMENT LIST” in the left side bar.
The department management page is displayed.

APsystems 5 1 Installer and Company Management Software - management
page

➢ Select the “Add” department button.
The department information adding page is displayed.

APsystems 5 1 Installer and Company Management Software - department
button

➢ Enter information.
➢ Press the “Submit” Button.

APsystems 5 1 Installer and Company Management Software -
Submit

NOTE
◼ You can select the parent department of the department, if there is no parent department, the default is the installer’s company of the logged in user, the parent department in the list shows “–“.
◼ To delete a department, select the “Delete” button to the right of the department record. If there are installer employees and subordinate departments under the department, the department cannot be deleted.
3.4 Department Management
3.4.1 Department Information
➢ Select the “REGISTRATION” icon at the top of the page.
➢ Select the “COMPANY MANAGE” in the left side bar.
➢ Select the “DEPARTMENT LIST” in the left side bar.
A list of department registrations is displayed.

APsystems 5 1 Installer and Company Management Software -
department

➢ Select the department you want to edit.
The department information editing page is displayed.

APsystems 5 1 Installer and Company Management Software - editing
page

➢ Enter new information.
➢ Press the “Submit” button.

APsystems
Building 2, No. 522, Yatai Road, Nanhu District,
Jiaxing City, Zhejiang, China
Email:[email protected]
www.APsystems.com
© All Rights Reserved
(V5.1)

Documents / Resources

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