APN-1202 Entry Creation and Administration of myPaxton Portal

Specifications

• Product Name: Entry APN-1202
• Manufacturer: Paxton
• Functionality: Creation & Administration of myPaxton Portal
  for Registered Installers

Product Usage Instructions

Registering for an Account

1. Determine if you are an Installer or a System Manager based on your business type.
2. If you are a Non-Registered Installer, follow these steps:
   • Download and install the Paxton Installer app.
   • Open the app, click ‘Sign up’, and fill in your details.
   • Wait for verification by Paxton (up to one working day).
   • Receive a temporary password for login.
   • Set a new password and proceed to log in to the myPaxton portal.

Users to your myPaxton Portal

1. Click on the Admin tab.
2. Click ‘Add a new person’.
3. Enter the user’s information and select an access level.
4. Save the details, and an email invite will be sent to the new user.

FAQ
Q: How long does the verification process take for Non-Registered Installers?
A: Verification can take up to one working day.

Paxton Entry – Creation & Administration of myPaxton Portal for Registered Installers

Overview

To access the myPaxton portal you must be a Registered Installer. If you are already a Registered Paxton Installer, you can use your existing login credentials. One account is used to administer all sites managed by a single company.
This application note will guide you through the registration and administration of a new account.

Registering for an accountV
Depending on the type of business you wish to register, you can either register as an Installer or a System Manager. If you are already a Registered Installer skip to ‘Logging in to the myPaxton portal’

Not sure which category you fall into?

1. Does your company sell and install Paxton, or other access control products?
   • You’re an Installer
2.  Does your company offer a management service to a site with Paxton equipment?
   • You’re a System Manager

Non-Registered Installers
Don’t have a Paxton Installer account? You can sign up for free using the Paxton Installer app, by scanning the QR code. You can also register on our website here.

1. Download and install the Paxton Installer app.
2. Open Paxton Installer and click ‘Sign up’.
3. Fill in your personal and company details and click ‘Register’.
4. Once submitted you will need to wait for your request to be verified by Paxton. This can take up to one working day.
5. Upon approval you’ll receive a temporary password which can be used to log in to the Paxton Installer app to set a new password.
6. After setting a new password you’re ready to use Paxton Installer and ready to log in to the myPaxton portal.

Logging in to the myPaxton portal

1. Head to myPaxton.com and click ‘Login’.
   
2. Enter your Registered Installer email and password and click ‘Login’.

First login

• The first time anyone from your company logs into the myPaxton portal they will be asked to setup a payment method. This is to manage payment of the sites you set up in your account. You can either pay your invoices manually each month, or set up automatic payments that will pay each invoice as they are generated.
  Now, let’s get you set up…
• You will be provided with the Terms and Conditions regarding payment, please read these before you accept. Then click ‘Next’.
• Finally, you will need to select your preferred payment option. Choose automatic payments and enter your card details, or select manual payments and click ‘Finish’.

Adding users to your myPaxton portal

Multiple users can access the myPaxton portal to assist in the administration, setup, and payments of Paxton Entry app sites. Each user you invite to join your account can be given one of three distinct access levels that determine what they are able to do within the myPaxton portal. The steps taken to add a new user are outlined below:

1. Click the Admin tab
2. Click ‘Add a new person’
3. Enter their information. The email address provided will be used to access the myPaxton portal.
4. Select one of the three access levels in the dropdown (detailed below).
5. Click ‘Save’.
6. An email invite to myPaxton will be sent to the new user.

Payment Admin
Full access. Has the ability to administer all sites as well as setup and make payments.

System Admin
Has the ability to administer all sites. No visibility of payments.

Site Admin
Can only administer selected sites. No visibility of payments.

How to assign a site to a Site Admin.

• Payment and System Admins have the ability to assign and remove sites to/from Site Admins. There is no limit to the number of sites a Site Admin can be assigned to.
• To assign a site to a Site Admin, first ensure you have ‘Site Admin’ selected in the Access level.

1. Click the ‘Site’ dropdown and select your site from the list. You can find your site by either scrolling or typing the site name in the text field.
2. Once selected the site(s) will appear in a list format below the dropdown. Then click ‘Save’.
   

© Paxton Ltd 1.0.0

Documents / Resources

Paxton APN-1202 Entry Creation and Administration of myPaxton Portal [pdf] User Guide APN-1202, APN-1202 Entry Creation and Administration of myPaxton Portal, Entry Creation and Administration of myPaxton Portal, Creation and Administration of myPaxton Portal, Administration of myPaxton Portal, myPaxton Portal, Portal

References

• User Manual