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3.1. Create an Installer Workspace for your own installation shop

Created by Oasis Raising, Modified on Thu, 16 May, 2024 at 2:56 PM by Oasis Raising

3.1. Distributor: Create an Installer Workspace for Your Own Installation Shop

This guide provides step-by-step instructions for distributors who have their own installation shop and need to create a separate workspace to manage it. It explains how to create the Installater Workspace, get approval for the workspace, and switch between the Distributor and Installer Workspaces.

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Click this icon.

Step 1

As a distributor, you may have your own installation shop. To manage it separately from your distributorship business, you need to create a separate workspace called the Installer Workspace.

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Click "Add New Workspace".

Step 2

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Fill in all the fields.

Step 3

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Click "Next"

Step 4

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Enter Business Email and Website.

Step 5

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Enter Business phone number.

Step 6

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Select STEK Products and Services that the installation shop is authorized to sell.

Step 7

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Click "Create Workspace"

Step 8

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Your Installer Workspace has been created but is pending approval.

Step 9

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To approve your Installer Workspace, switch to your Distributor Workspace.

Step 10

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Select the Distributor Workspace.

Step 11

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You are now in the Distributor Workspace. Click "My Customers"

Step 12

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Check all the information of the Installation Shop by clicking "See Details".

Step 13

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Click "Close"

Step 14

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Click "Approve" if all the information is correct.

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The newly created Installer Workspace has been approved.

Step 16

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Switch back to your Installer Workspace.

Step 17

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Click "STEK Distributor's Installation Shop"

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Your Installer Workspace is ready to be used.

Step 19