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  2. Set Up & Deliver Security System and Connect with Your Customers
  3. Deliver to Customers & Maintain Customer Relationships

Deliver to Customers & Maintain Customer Relationships

Light CRM Tool: What is A Site?

A site can be regarded as an area or location with an actual time zone and address. There are two types of sites available to different user types and scenarios on Hik-Partner Pro, including personal site and team site. You can add sites to conveniently manage devices for your customers, and after you complete installing and setting up devices on a site, you can hand over the site and devices to your customer.

Figure 1 Relationship Between "Real Customer Site" and "Site on Hik-Partner Pro"

Light CRM Tool: Sites in Different Status

There are different status for the sites. And according to site status, the Installer Admin and Installers with related permissions can perform different operations.

Not Handed Over

The site is newly added, and you have not handed over the site to the customer.

Not Registered

The handover has been sent to a customer who has not registered a Hik-Connect account.

To Be Accepted

The handover application has been sent but has not been accepted by the customer who has registered a Hik-Connect account.

Handed Over, Not Authorized

The site is handed over to the customer by transferring, but the installer is not authorized to manage the site.

Authorized and Monitoring

The site is handed over by transferring and the Installer gets the site authorization from the customer.

Shared

The site is handed over to customers by sharing.

Disbanded

The site is disbanded by HikCentral Connect.

Table 1 Supported Operations for Sites in Different Status

Supported Operations

Status: Not Handed Over

Status: To Be Accepted

Not Registered

Status: Handed Over, Not Authorized

Status: Authorized and Monitoring

Status: Shared

Status: Disbanded

Search Site

Assign Site

×

Hand Over by Transferring

×

×

×

×

×

Hand Over by Sharing

×

×

×

×

×

Manage Device

×

×

Edit Site

×

×

Delete Site

Apply for Site Authorization

×

×

×

×

×

Apply for Device Permissions

×

×

×

Site Collaboration

×

×

×

×

Batch Share Devices

×

×

×

×

×

Move to Group

×

Maintain Customer Loyalty: Co-Branding

Refer to Co-Branding: Maintain Customer Loyalty and Increase Your Brand Visibility.

On This Page
  • Light CRM Tool: What is A Site?
  • Light CRM Tool: Sites in Different Status
  • Maintain Customer Loyalty: Co-Branding