Welcome to DEXMA!
If you need some help to start working with our platform very quickly this is your tutorial!
Here you will learn how to create and set up your first account and we will give some material, so you know where to look at in case you need additional information.
Before starting, in case you have any doubts after this tutorial or whenever don't hesitate to contact us by sending an email to support@dexma.com. We will be delighted to answer your questions! :)
Create an account
The first thing you must do when you get into DEXMA for the first time is creating an account for your client.
Let's say you want a Professional account with 50 DPs (Datapoints). You will have to follow the next steps in order to create it.
1. Once you get into our platform with your SuperAdmin user, you will see something like the next picture, where you must go to Account management
2. Once done that, you will see the next screen divided into 3. Here, when you have more accounts, you will see the Active accounts that you have, the Expired ones and the Applications, which mean all those applications that are pending approval of DEXMA's sales department (such as new accounts, upgrades, renews...).
What you must do here is click on Create a new account.
3. Doing this you will be redirected to the next screen, where you must fill the blanks to perform the account as you desire.
- You should write a distinctive Account name, so you can find it easy in the platform.
- As for the license, you must choose the privileges your customer is going to have (in this case Professional DP).
- With this license you have access to 20 Data points so, since we wanted to have 50, you must add 30 in the blank left.
- Then, you must define the period that the account is going to be active (after that period you should renew it if you still want to use it).
- Additionally, you can add SMS credits (the number of messages you want to buy so you can be warned of real-time alerts) and some comments.
Now that you already created the account you can start setting it!
Set up an account - Where to start?
To set up your new account please follow the next workshop article:
Onboarding
Please note that, after the workshop, you will have to set-up your own gateway, not just the virtual one:
- Here you can find the Third Party Gateway Compatibility List for DEXMA
After this, the next steps would be:
Finally, and not less important, you will have to give access to your customer to this account.
Now, if you have 5 more minutes...
After setting up your account the only thing there's left to do is to start playing!
DEXMA Energy Manager has many options and applications with the aim of making your work easier.
The most common extra things that our customers tend to use, besides the basic set up, are the reports and alarms.
Additionally, there are some applications that we keep doing to ease the work and that you can find here.
Upgrade an account
In case you have automated provisioning, follow this section. Otherwise, check this article.
If you want to upgrade an account regardless of if it is the license or the number of DPs, you have to follow these steps:
To start, let's go to Account management.
There, a page like the following one will be shown, with both active and expired accounts.
Now, to upgrade either the license or the number of Mtrs/DPs, you must click on Upgrade Plan. Then, the next page will appear to expand the services of the account.
Once you have chosen the new “version" of the account (let’s say you upgrade from 50 DPs to 100 DPs), you will have to click on the button located in the bottom-right of the page and preview the invoice before it’s sent.
As it is shown in the picture above, in the preview of the invoice you will be able to see the price of upgrading 50 more DPs in your account (you will see always the total quantity of DPs that you have, not only the quantity you are upgrading) with your partner discount applied.
Once having verified the document, you will have to check the “Security responsibility check” before purchasing your request.
When you click on “Purchase”, you will be automatically provided with the services you requested for (in this case 50 more DPs) and your financial contacts will receive an invoice in their email regarding this purchase.
And just start enjoying your new services!
DEXMA Energy Academy
DEXMA has a platform with some courses that enable you to be totally trained to use our tool in less than 3 hours! We will give you access to it directly so you can follow the courses as soon as you can and, when you are finished, you will receive a certificate according to the knowledge acquired.
We totally recommend you to do it! ;)
You can access to this platform by clicking here.
Additional information
As stated before in this article, for any problems that you may have, you can try looking for the solution on our platform DEXMA support or, if you can't solve it, we will be glad to answer all your questions.
So, do not hesitate to send an email to support@dexma.com for any technical problems or doubts about DEXMA and partners@dexma.com for financial doubts, we'll be delighted to help you and make your experience with us as easy as we can.
We are happy to have you on-board and we hope this can turn into a long-term relationship! :)
