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How to Shell an Account with ADT

Please note that ADT has specific requirements to create an account with them. To learn more see What data fields are required for ADT?

To shell an account with ADT

  1. While in the customer record, click System.
  2. Navigate to the Central Station section.
  3. On the Central Station section, click the Edit icon Pencil Edit Icon.png .
  4. Using the Monitored By dropdown menu, select ADT.
    • Note: New fields will appear on the Central Station section.
  5. Enter values in each of the fields on the Central Station section.
  6. Click Save.
  7. Click Shell Account.
    • Note: The customer must be PreCheck approved before the account can be shelled with ADT.
  8. In the Create Customer window, enter values in any empty fields.
  9. Click Save.

 

To add a payment method

  1. While in the Create Customer  window, scroll down to the Billing Data section.
  2. In the Billing Data section, click Add.
  3. In the Edit / Create Billing window, select the type of payment method.
    • Note: The data fields inside the window will change based on the type of payment method selected.
  4. Enter values in each of the fields in the Edit / Create Billing window.
    • Note: The Billing Frequency will default to Monthly  if not changed or set.
  5. Click Save.

 

To edit a payment method

  1. While in the Create Customer window, scroll down to the Billing Data section.
  2. In the Billing Data section, select a payment method.
  3. Click Edit.
  4. In the Edit / Create Billing pop up window, update the desired data.
    • Note: The Billing Frequency will default to Monthly if not changed or set.
  5. Click Save.

 

To add an emergency contact

  1. While in the Create Customer pop up window, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click Add.
  3. In the Emergency Contacts pop up window, enter values in each of the fields.
  4. Click Save.

 

To edit an emergency contact

  1. While in the Create Customer window, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click the Edit icon  Pencil Edit Icon - No background.png  on the row of the desired emergency contact.
  3. In the Emergency Contacts window, update the desired data.
  4. Click Save.

 

To remove an emergency contact

  1. While in the Create Customer window, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click the Delete icon  Delete Trash Can Icon - No background.png on the row of the desired emergency contact.
  3. Click Delete.

 

To reorder the list of emergency contacts

  1. While in the Create Customer window, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click Reorder.
  3. Drag each emergency contact to its desired location within the list.
  4. Click Save.

 

To edit a permit data

  1. While in the Create Customer window, scroll down to the Permit Data section.
  2. In the Permit Data section, click the desired field.
  3. Update the desired field.

 

Note: You must click Save at the bottom of the page to Shell account.

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