How to Manage Accounts with Alarm.com

How to shell a customer with Alarm.com

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section.
3. Using the Provided By dropdown menu, select Alarm.com.
4. Click Shell Account.
5. In the Create Customer window, select Create Customer at the top.
6. Enter values in an empty fields.
7. Click Save.

How to view the customer's information for a shelled Alarm.com account

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click Customer Information.

The following actions can be performed on Customer Information tab:

How to view a customer's equipment for a shelled Alarm.com commitment

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click Equipment.

How to update a customer's service plan for a shelled Alarm.com commitment

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click Service Plan.
4. Update any desired fields.
5. Click Save.

How to update a customer's monitoring settings for a shelled Alarm.com commitment

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click Monitoring Settings.
4. Update any desired fields.
   1. NOTE: The fields will change and are dependent on the Monitoring Station Forward Signals option chosen at the top of the window.
5. Click Save.

How to update a customer's login information for a shelled Alarm.com commitment

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click Login Information.
4. Update any desired fields.
5. Click Save.

How to view a customer's Alarm.com event history

1. While in the customer record, click System.
2. Scroll down to the Interactive Services Provider section and click Manage Account.
3. Click History.