Attention! Images are for informational purposes only and may differ from what appears on your screen.
Follow these steps to assign a facility to a client using the Smart Patrol web platform:
1. Access the Website
- Open your preferred web browser and navigate to https://smartpatrolapp.com.
2. Log In or Create an Account
- If you already have an account, enter your credentials (email and password) on the login page and click "Log In."
- If you don’t have an account yet, create a new one by following the registration process on the website (e.g., provide email, password, and name).
3. Navigate to Clients
- Once logged in, locate the left sidebar menu on the dashboard.
- Select “Clients” to view a list of currently added clients (Image 1).
- The "Clients" page includes a table listing details such as:
- Preview images
- Client names
- Cities
- Addresses
- Contact information
- Dates
- Action buttons, including a pencil icon for "Edit."
4. Edit a Client
- On the "Clients" page, find the client you want to assign a facility to and click the pencil icon in the "Edit" column next to their name.
- This will open the edit form for the selected client (Image 2).
5. Assign a Facility
- In the edit form, locate the "Assign to Facility" dropdown menu.
- Click the dropdown and select one or more facilities to assign to the client. Multiple selections are supported.
- If no facility is currently assigned, the default option will be "Select."
6. Save Changes
- After selecting the desired facilities, click the "Save" button to confirm the assignment.
- To discard changes, click the "Cancel" button and return to the client list.
7. Verify the Assignment
- Return to the "Clients" list or reopen the client’s edit form to confirm the assigned facilities are updated correctly.
- Use the search bar if needed to locate the client.
Additional Tips:
- Internet Connection: Ensure a stable connection to avoid losing changes during the process.
- Permissions: Assigning facilities may require administrative access—contact support if restricted.
- Validation: Double-check the selected facilities before saving to ensure accuracy.
