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  2. FusionPro Essentials

FusionPro User Guide

Full PDF - FusionPro User Guide (DOC ID 1918)

Contents

Introduction

FusionPro sections

User/Staff login creation

Companies and sub-companies

Sub-company Management

Staff management

Central Station list management

Account View filter management

Account management

Account creation

Modifying an account

   Summary tab

   Customer Information tab

   Service Plans tab

   Devices tab

   Actions tab

   Test tab

   Onboarding tab

   Filters tab

Help Center

Introduction

FusionPro is Clare Controls’ newest dealer tool. FusionPro allows dealers to create and manage their accounts for security and home automation. Most pages are mobile phone friendly, allowing the user the ability to access and make changes as needed easily in the field.

Once their account is created, the dealer has access to the FusionPro dashboard. The dashboard displays a summary of accounts under the company and the current number of paid service plans/types.

 

 

 

FusionPro sections

FusionPro is divided into different sections for user ease. The sections (Home, Accounts, Companies, and Help Center) allow the user to easily access the desired content.

Home

This section is the first page the user sees when logging in to FusionPro. It displays a live dashboard with Account and Service Plan information. The Home page also hosts Dealer News, the Clare Controls RSS feed. This feed contains the latest news, updates, and important notices.

Figure 1: Home (FusionPro dashboard)

Dashboard - Home - Blank

Accounts

The Account section hosts a list of accounts (user projects) created in the company. Accounts are created and managed from this page.

Figure 2: Accounts

accounts list

Companies

The Companies section hosts company information. The parent/main company is displayed at the top of the page and sub-companies are listed below. This section allows for the creation and management (creating staff, configuring alarm reporting and two-way calling numbers, and account filters) of companies.

Figure 3: Companies

Company - Parent company page

Help Center

The Help Center section links out to the Clare Controls Help Center. The Help Center hosts a wide variety of information for the panel and Clare Controls.

Figure 4: Help Center

help center page

 

 

User/Staff login creation

Once a dealer registers with Clare Controls, they are sent a welcome email containing instructions and a link to create their FusionPro user login. After creating an account, the dealer company admin has access to staff, accounts, sub-dealers, the ability to provision security panels, and create filters for account lists.

To create a FusionPro user account:

  1. Access the welcome email, and then click the link.
  2. Click Sign Up with email/google/facebook/apple.

    sign up
  3. Follow the prompts for account sign up. Each sign up method varies.
    Once signed in, the user sees the dashboard.

    Dashboard - Home - Blank

  4. Continue to Staff management.

 

 

 

Companies and sub-companies

The company is the dealer’s primary account in FusionPro. The dealer may have sub-companies added under the company account. Once sub-companies are added to the company account, the dealer or company admins can modify that sub-company’s information and settings. Both company and sub-companies have access to their own list of Central Stations and the Account View Filters features.

 

 

Sub-company management

Dealers directly manage their sub-company accounts.

Note: Central stations and filters are unique to each company/sub-company. If the main company has multiple sub-companies, each sub-company has their own custom list of central stations and filters. Nothing is carried over from the main company or other sub-companies.

To add a sub-company:

  1. Click Companies, and then click Add Companies.

    1 - add
    The Add Company wizard displays.

    wizard
  2. Enter the sub-company Company name, set the parent company, and then click Next.

    2 - dealer details
  3. Enter the sub-company Company Admin’s Email, First Name, Last Name, and then click Next.

    3 - company admin
  4. Verify the displayed sub-company information, and then click Activate.

    4 - activate
    The sub-company Company Info tab displays.

    edit company
  5. Enter the sub-company’s Basic information (Billing Contact, Billing Address, and Shipping Contact) as desired.

    To modify a sub-company:

    1. Click Companies in the side menu.

      new 7
    2. Locate the desired company, and then click Edit.

      1 company
    3. Change the desired information, and then click Save.

      companies - edit - details

    To delete a sub-company:

    Note: Sub-companies cannot be deleted if they have staff members or accounts assigned to them.

    1. Click Companies in the side menu.

      new 7
    2. Locate the desired dealer, and then click Delete.

      companies - delete
      The confirm delete pop-up displays.

      delete company
    3. Click Delete.

    Staff management

    The main company is created by Clare Controls, sub-companies are created by the company admin. Once the main company account is created, staff members should be added and configured.

    Staff members are FusionPro users associated with the company and have specific permissions.

    To add staff:

    1. Click Companies, and then click Edit next to the desired company.
      Note: If this is the main company, click Edit next to the company name in the banner.

      Main company - add staff
    2. Click the Staff tab, and then click Add Staff.

      2 - staff - add
    3. Enter the staff member’s Contact Info; First Name, Last Name, and Email address.
    4. Enter the staff member’s Company Info; company and select the User Type.

      User Types and access

      Billing Admin: A Billing admin has access to security plans and billing information.

      Company Admin: A Company admin has access to their own company, all sub-dealers, and their staff.

      Installer: An installer has access to create and modify accounts.

      Security Admin: A Security admin has access to security information and panel provisioning.

    5. Click Create.

      4 - create
      The Staff list displays and an invitation is sent to the newly created staff member.

      staff list

    To modify a staff member:

    1. Click Companies, and then click Edit next to the desired company.

      1 company
    2. Click the Staff tab, and then click Edit next to the desired staff member.
    3. Change the desired information, and then click Save.

      4 - create

        To delete a staff member:

            1. Click Companies, and then click Edit next to the desired company.

              1 company
            2. Click the Staff tab, and then click Delete next to the desired staff member.
            3. The Confirm Delete pop-up displays, click Delete.

              delete staff

         

        To resend a staff member invitation:

        Notes

            • If a staff member has not completed their account sign-up and logged in, the Created Login field remains blank. If they have successfully created their account, Yes displays in the field. If it is blank, the staff member may be modified and sent another invitation.
            • If a staff member has issues logging in or submitted the wrong email, correct the email as needed, and then resend the invitation.

              created login
            1. Click Companies, and then click Edit next to the desired company.

              1 company
            2. Click the Staff tab, and then click Edit next to the desired staff member.
            3. Click Resend Invite.
              – Or –
              Make any desired staff member changes, click Save, and then click Resend Invite.

              resend invite
         

         

        Central Station list management

        The company and sub-companies should create a list of commonly used central station phone numbers for easy security monitoring service activation. Once central station phone numbers are added to the company/sub-company account, installers can simply select the number from an existing list.

        The Central Stations tab hosts the Alarm Reporting and Two-Way Calling Numbers.

        Alarm Reporting: The number that the panel uses for alarm reporting.

        Two-Way Calling Number: The number that the panel calls when an Emergency button is pressed. This allows for 2-way communication.

        Notes

        • The main company’s alarm reporting and two-way calling number lists are not carried over to any sub-company accounts. Each company and sub-company’s alarm reporting and two-way calling number lists are created independently.
        • All phone numbers used in the following examples are made up. Do not use the sample numbers when configuring the alarm reporting or two-way calling numbers.
        • Alarm reporting and two-way calling numbers cannot currently be modified. If there is an error in the saved information, the entry must be deleted and a new number must be created. Once the new number is created, each customer account must be updated to use the correct station/number.
        • Two-way calling numbers are only available on accounts using a ClareOne panel and the Interactive Plus LTE security plan.

        To add an Alarm Reporting or Two-Way Calling Number to the Central Station list:

        1. Click the Companies menu item, and then click Edit next to the desired company.
        2. Click the Central Stations tab, and then click Add Central Stations.

          blank central stations
        3. Enter the name and phone number, select the Alarm Monitoring or Two-Way Calling radio button, and then click Save.

          add alarm reporting

        To add the alarm reporting number to a pre-existing customer account:

        Notes

        • The account must have an online ClareOne or ClareSecure (Helix) panel and use either the Interactive or Interactive Plus LTE security plan.
        • If the alarm monitoring/two-way calling number is created before adding a new account, the numbers are selectable in a drop-down field when activating security for the account.
        1. Click Accounts, and then tap View next to the desired account.
        2. Click Service Plans, scroll to view Monitoring Services, and then tap Edit.

          monitoring services
        3. Click the Alarm Reporting Phone Number drop-down, select the desired number, and then click Save.
          Note: Complete other required monitoring information.

          Activating monitoring services  - alarm reporting

        To add the Two-Way Calling number to a pre-existing customer account:

        Notes

        • The account must have an online ClareOne panel and use the Interactive Plus LTE security plan.
        • When using the two-way calling feature, the cellular must be activated first. Once cellular is active, the caller ID number becomes available for the Monitoring Services form. Activating the cellular is not an instant process, it may take time for the status to update.
        • If the Central Station is created before adding a new account, when activating security on the account the central station is selectable in a drop-down field.
        1. Click Accounts, and then tap View next to the desired account.
        2. Click Service Plans, scroll to view Two-Way Calling, and then tap Edit.

          Two-way calling
        3. Click the Two-Way Calling drop-down, select the desired number, and then click Save.

          two-way calling

         

        Account View Filter management

        It is recommended that the company/sub-company create a list of account view filters to help identify and categorize customer accounts. The filters are unique and can be used to denote things like the community name, pet warnings, or if the home requires a gate key.

        Notes

        • Account view filters are unique to the company/sub-company. Filters created in the main company account are not carried over to sub-company accounts.
        • When using multiple filters at once, the filters function as an OR search. For example, selecting a neighborhood and animal warning, it displays all results with that neighborhood OR with an animal warning.
        • Filters are a 2-part process, creating the filter and associating it with an account. See the following sections: “To create account view filters” and “To apply account view filters.”

        To create account view filters:

        1. Click the Companies menu item, click Edit next the desired company, and then click the Account View Filters tab. 

          blank - account filter tab
          – or –
          Click Accounts, view the desired account, and then click the Filters tab.

          account - filters sub-tab
        2. Click Add Account View Filters/Add Custom Account View Filters.

          account - filters sub-tab add custom filter
        3. Enter the desired filter name, and then click Save.

          account - filters sub-tab add custom filter pop up

          The filter is added to the filter list.

          account - filters sub-tab - plain

        To apply account view filters:

            1. Click the Accounts menu item, and then click View next to the desired account.
            2. Click the Filters tab, select the desired filters, and then click Apply.

              account - filters sub-tab apply

         

        To use account view filters:

            1. Click the Accounts menu item, and then click the filter icon icon.

              account - filter

              A list of all filters displays.

              all filters blank
            2. Select the desired filters.
              A list of accounts with those filters displays.

              using the filter

        Account management

        Once a company has created their staff and (optional) sub-companies, they can add accounts. Each account contains specific customer information (service plans, devices, actions, test, onboarding, and filters).

         

         

         

        Account creation

        Create an account for each smart home controller. Once the account is created, it can be managed from FusionPro.

        Notes

        • Once created, accounts cannot be deleted.
        • Once an account is created and onboarding is finished, an email is sent to the account owner (homeowner) inviting them to create a login for the ClareHome app. This login allows them access to customization and configuration of their home project.

        To create an account:

        1. Click Add Account on the FusionPro dashboard.

          new 2
          – Or –
          Click Accounts, and then click Add Accounts.

          accounts list - add account
        2. Enter the customer’s email address, first name, last name, phone number, and (optional) account number, and then click Next.
          Note: The Account Number field can be used to match dealer designated account numbers and is not required.

          Add account 1
        3. Enter the customer’s address, and then click Next.

          Notes

          • After entering the street address and ZIP code, the form populates the country and state information.
          • In some instances, the address must be modified. The user must tap Cancel on the address search results pop-up, and then configure the information manually.
          address search results - cancel

          Add account 2
        4. Confirm that the correct address is displayed in the map and listed beneath the map, and then click Save.
          Note: The address information is pushed to the ClareOne panel to validate and set the correct time zone.

          Add account 3
        5. Enter the project’s UUID, and then click Save Controller.
          – Or –
          Click the box and use the webcam/phone camera to scan the QR code on the ClareOne panel’s label.
          Note: This is the preferred method for adding the panel to the account.

          Add account 4
        6. Modify the account to add additional details and provision the account’s security panel.
           

           

          Modifying an account

          Once an account is created, the account can be modified to add service plans and provision the panel. The account sub-menu hosts the link to Legacy Fusion, and the account’s Summary, Customer Information, Service Plans, Devices, Actions, Test, Onboarding, and Filters tabs.

          To modify an account:

          1. Click Accounts in the side menu.

            new
          2. Locate the desired account in the list, and then click View.
            The Account sub-menu is now available.

            account - summary tab

           

           

           

          Summary tab

          The account Summary tab hosts the current account information at-a-glance. This tab displays the number of devices and actions in the project, the current service plan; cellular, Wi-Fi, and OVRC status; the primary contact, system info, and security device information fields.

          Figure 5: Summary tab

          account - summary tab
           

           

          Customer Information tab

          The Customer Information tab contains in-depth information on the customer’s account, hosting the primary contact, address, system users, and added customer notes.

          Figure 6: Customer Information tab

          accounts - customer info

          Note: This tab features the System Users list. This list contains all users connected to the system. This allows the homeowner the security of knowing who is connected or has access to their system. This feature is currently only available to companies and will become available to homeowners in a future release or FusionPro.

          accounts - system users

           

          To edit the primary contact:

          1. Click the Summary tab, scroll to view Primary Contact, and then click Edit.

            account - edit primary info
            – or –
            Click the Customer Information tab, and then click Edit.

            accounts - customer info - edit primary

            The Edit Customer pop-up displays.

            edit primary popover
          2. Change the desired information, and then click Save.
            Note: Once a customer has created their login, the email address cannot be changed.

          To add customer notes:

          Feature coming soon.

          To modify customer notes:

          Feature coming soon.

          To modify the address information:

          1. Locate the Address field, and then click Edit.

            account - edit address info
            The Address Info pop-up displays.

            address info
          2. Change the desired information, and then click Save.

          To send coordinates to ClareHome:

          Note: This feature allows the installer to push the latitude and longitude to ClareHome, ensuring that their schedules based on sunrise and sunset function properly.

          1. Locate and click the Send Coordinates to ClareHome button. 

            account - send coordinates

           

           

           

          Service Plans tab

          The Service Plan tab hosts the service plan selection or the currently selected service plan. On this tab, technicians and admins can select or view the plan.

          When selecting an Interactive Plus or Interactive Plus LTE service plan, this page also hosts in-depth security information including the security device, cellular, and monitoring service. Using the Interactive Plus Plans, a user can view security device events, activate the panel’s cellular, and link the customer’s monitoring service.

          Figure 7: Service Plans tab

          account - service plans

          To add a service plan:

          1. Click the Service Plan tab, and then select the desired account plan.

            account - service plans - select a plan

            Basic: The lowest tier service plan. This plan grants the user access to remote control of their smart home devices. This plan does not provide the ability to connect to a central station for active security monitoring.

            Note: The Basic option does not allow a user to control or see security from their mobile device.

            Interactive: The lowest paid tier service plan. This plan grants the user access to remote control of their smart home devices and self-monitoring security devices. This plan does not provide the ability to connect to a central station for active security monitoring.

            Interactive Plus: A paid service plan. This plan grants the user access to remote control of their smart home devices and provide the ability to connect to a central station for active security monitoring over a broadband connection.

            Interactive Plus LTE: The top tier paid service plan. This plan grants the user access to remote control of their smart home devices and provides the ability to connect to a central station for active security monitoring over a broadband connection with cellular fail-over.

          2. Click Continue, and then click Confirm to save the plan.

            confirm plan
          3. (Interactive Plus and Interactive Plus LTE plans only) The user is prompted to activate monitoring services.

            Notes

            • The dealer must establish an account with a call center before attempting to configure monitoring services on the panel.
            • All security information is case sensitive.

            1. Tap OK.

              sec mon not active
            2. Enter the central station and customer information, and then click Save.

              Note: Once monitoring services are active, all alarms will be relayed to the central station. Do not activate this service if testing sensors.

              Central Station (CS) Receiver Phone Number: The central station’s phone number used to monitor the account.

              Caller ID Phone Number: The customer’s phone number to which the caller ID is traced. This appears on the central station’s phone system and used to contact the customer.

              Note: For the ClareOne panel, the caller ID phone number is the phone number of the cellular chip, if activated.

              CS Account Number: The Central Station account number associated with the customer.

              CS Auxiliary Number: The backup alarm delivery number if the CS has provided one, not required.

              MAC Address: The ClareOne panel’s MAC address. This is a prepopulated field that cannot be edited.

              Serial Number: The ClareOne panel’s serial number. This information is added automatically when scanning the QR to add the controller. If the QR code was not scanned, this information must be entered manually. The serial number is found on the panel’s label, or on the ClareOne panel’s About page.

              Do Not Send Events Check Box: This check box is selected by default. It prevents delivery of arm/disarm events to the central station (open/close reports). Uncheck this box to send these events to the central station. This check box can be modified at any time by editing the service plan.

              To modify a service plan:

              Note: The Basic service plan is the default for all created accounts.

              1. Click Update Plan on the account summary tab.

                account - summary tab - update plan
                – or –
                Click the Service Plan tab, and then click View/Edit Plan.

                account - service plans - view-edit plan

                The Plan Options pop-up displays.

                plan options
              2. Select the desired plan, and then tap Continue.
              3. Verify the new options are displayed, and then click Confirm.

              To view security events:

              Note: Security events displays the last 20 events. This is not a full list of security events and is only meant to be used for real-time security event relay verification.

              1. Click View Events.

                account - service plans - view events
                The Security Event Communication Log pop-up displays a list of recent security device events sent to our central station relay server from the security panel.

                security event log

               

              To activate cellular:

              Notes

              • Only the Interactive Plus LTE plan supports cellular.
              • Cellular activation is not instant. It may take some time for the cellular status to update.
              1. Click the Service Plan tab, locate Cellular Service, and then click Edit.

                account - service plans - edit cellular
                The Edit Cellular Service popup displays.

                edit cellular

                Note: If the panel’s QR code was scanned, this information is pre-populated.
              2. Enter the account’s cellular information, and then click Check Status.
                If the status is not active, click Activate.
                Note: The cellular information is found on the panel’s back label and on the panel’s About page under LTE.

              To deactivate cellular:

              1. Click the Service Plan tab, locate Cellular Info, and then click Edit.

                account - service plans - edit cellular
                The Edit Cellular Service popup displays.

                deactivate
              2. Click Deactivate.
                Note: LTE device deactivation is limited to 2 times in a 180-day period.
               

               

               

              Devices

              The Devices tab hosts the list of devices in the Clare Home account, including the ClareOne panel. The list displays the device name, category, type, area, and status. Devices can be managed, added, and removed from the account on this tab. For a full list of supported devices, see ClareOne Panel Supported Devices Product Bulletin (DOC ID 1939).

              Figure 8: Devices tab

              devices list

              To add a ClareOne Security Zone:

              1. Locate the ClareOne panel in the devices list, and then click Edit.

                edit - heos
              2. Scroll down to view the panel’s settings, and then click Add Security Zones.

                add sensor
                The adding screen pop-up displays.

                add sensor - trip device
              3. Trip the zone.
              4. Enter a name for the zone, and then click Save.

                edit sensor
              5. Make additional changes to the zone as desired.

                Notes

                • Do not modify the zone settings unless familiar with security settings and features.
                • The zone settings, excluding the name, save automatically when modified.

              To add a Z-Wave device:

              1. Click Add Devices.

                Add device - top button
              2. Select the device category and then the device type.

                device - device type
              3. Click Add a Z-Wave Device, and then click Start Discovery Mode.

                start discovery
                A popup displays waiting for a notification from the device, pair the Z-Wave device according to the manufacturer’s instructions for each device.

                looking for new device
                Note: Each device has custom configuration and pairing steps, for information on the configuration/pairing of a specific device see that device’s release note available on the Clare Controls Help Center.
              4. Once the device is added, change the name and area as desired. If the device has adjustable settings, they can be modified on this screen.

                add device - dimmer
              5. Tap Save.
                The device is added to the ClareOne Panel’s device list.

                devices list - with dimmer

              To add a ClareVision Plus camera:

              Note: To add the cameras to the project, the cameras must have of been configured and connected to the same local network as the ClareOne panel or ClareHome. They must also be configured according to the ClareVision or Luma installation instructions.

              1. Click Add Devices, and then click Cameras.
                Discovered cameras are displayed.

                add cameras
              2. Select the checkbox next to the desired camera.
                – or –
                Click Select All.
                Note: If the cameras have different username/password information, they must be added individually.
              3. Enter the camera’s username and password, and then click Add Devices.

                add cameras - circled

                To add a device that requires account verification (MyQ, Lyric):

                Notes

                • The device must be registered/subscribed to a service on the manufacturer’s website before it can be authorized for use with Clare. See the specific device documentation available on the Clare Controls Help Center.
                • The following example walks a user through adding MyQ. See other devices, see their specific documentation.
                1. Click Add Devices, and then browse to Chamberlain – MyQ Garage Door.
                  Add Device > Access > Chamberlain – MyQ Garage Door
                2. Read through the displayed Device Authorization, and then click Authorize Device.
                  The Chamberlain authorization page displays.
                3. Enter the MyQ credentials, and then click Authenticate.
                  Once the device(s) are authorized, a success message displays.
                4. All openers associated with the MyQ account are now available in the device list.

                  To edit a device:

                  1. Locate the desired device in the Devices list, and then click Edit.

                    edit - heos
                  2. Make the desired changes, and then click Save.

                    edit a device - save

                  To remove a device:

                  1. Locate the desired device in the Devices list, and then click Delete.

                    delete device
                    – Or –
                    Click Remove Z-Wave in the top-right corner.

                    Remove device
                  2. Read through the displayed information, and then click Start Removal Mode.

                    start removal
                  3. A popup displays waiting for a notification from the device, press the Z-Wave button.
                    The device no longer displays in the Devices list.

                      To modify the ClareOne panel’s settings:

                      1. Locate the panel in the devices list, and then click Edit.

                        edit panel
                      2. Change the name/area, and then click Save.

                        Basic info - save
                        – or –
                        Modify the desired security panel settings.

                        advanced settings

                        Notes

                        • Do not modify the security settings unless familiar with security settings and features.
                        • The security settings save automatically when adjusted.

                        To reset the Master/Installer PIN:

                        1. Locate the panel in the devices list, and then click Edit.

                          edit panel
                        2. Scroll down to view the panel’s PINs.

                          PINs
                        3. Enter the desired Master/Installer PIN, confirm it, and then click Save.
                          Note: The Master PIN is never displayed in FusionPro once it is saved.

                          reset master PIN   reset installer PIN

                            

                         

                         

                        Actions

                        The Action tab hosts a list of actions associated with the project through Clare Home. The list displays the action name, type, and enabled/disabled status.

                        Figure 9: Action tab

                        new 3

                         

                         

                         

                        Test

                        The Test tab hosts a list of tests which can be run from the ClareOne panel. A future release of FusionPro will enable testing from this page.

                        Figure 10: Test tab

                        Tests

                         

                         

                        Onboarding

                        The Onboarding tab provides a list of tasks to be checked off before inviting the customer to use their ClareHome system. Once all the tasks are marked off, the Send Customer Invitation button becomes available. Clicking the Send Customer Invitation button sends an email to the customer inviting them to sign up and start using their ClareHome application.

                        Figure 11: Onboarding tab

                        new 5

                         

                         

                        Filters

                        The Filters tab features a list of custom account view filters. These filters can be added to projects to help the company search and organize their accounts.

                        See Account View Filter management on page 19.

                        Figure 12: Filters tab

                        account - filters sub-tab

                         
                         

                         

                        Help Center

                        The Help Center links out to the full Clare Controls Help Center.

                        Figure 13: Help Center menu item

                        new 4

                        Figure 14: Clare Controls Help Center

                        help center page

                         

                         Full PDF - FusionPro User Guide (DOC ID 1918)