Sub-client allows clients to create clients of their own. Contact your ByBox representative to have this enabled for your account.

Viewing sub-client information by impersonation

You can manage sub-client-specific information by impersonating the sub-client in Konnect HQ. This allows you to make changes and updates, such as add or edit users or doors, to specific sub-clients.

To view a sub-client by impersonation:

  1. Select Core > Clients.
  2. Find the Client you want to view. Example: ABC ENGINEERING.
    Note: When searching for Sub-clients, you can navigate back and forth from your browser or use the breadcrumb trail at the top of the page.
  3. Find the sub-client you want to view. Example: FIT IT.
  4. Select View as Fit IT.
  5. The Dashboard screen appears and you are now viewing as the sub-client.
    You are now in impersonation mode. Impersonation allows you to view and manage sub-client data and perform tasks on your sub-clients behalf.

The following lists details about the tasks you can perform:


To leave impersonation mode, close out the blue button along the top bar to return to your main account.


Creating a sub-client

You can create sub-clients for your clients in Konnect HQ. Make sure Grouping Hierarchy is enabled in Konnect HQ before trying this procedure.

You can create multiple layers of sub-clients in Konnect HQ.

To create a sub-client:

  1. Select Core > Clients.
  2. Find the Client you want to add sub-clients.
  3. To create a sub-client directly under the parent client or a Level 1 sub-client, select Create Client.
  4. Enter the sub-client name in Client Name.
  5. Enter a sub-client identifier.
  6. Select Create Client.
  7. To create a sub-client under an existing sub-client, find the sub-client from the hierarchy and select Create sub-client.
  8. A confirmation message appears to let you know you have added a client.

Assigning a door to a sub-client

sub-clients can access the doors the same way a client accesses a door. You need to assign each sub-client to doors you want them to open.

You can assign the door when you first create the user. See Create a User in Users.

Before you start: Make sure your primary client is assigned to all the doors you want to assign your sub-clients to.

To assign a door to a sub-client:

  1. Select profile details of the sub-client.
  2. Select Assign to Door.
  3. Select the doors to assign.
    Note
    : Only door available are listed. If you have Inventory doors, you must have Inventory enabled in Konnect HQ for those doors to appear.
  4. Select Assign Client.

    The door is now assigned to the sub-client. You can now see the doors on the sub-client LOCATIONS & DOORS tab.


Carrier Configuration

Carrier FeatureDescription
Smart ScanThis feature allows carriers to collect and deliver packages, using a task-based process to improve scan compliance.
Failed DeliveryThis feature allows carrier drivers to send a 'Failed Delivery' event to HQ if they cannot deliver a package.
Lock MaintenanceThis feature allows Carrier Admins to be able to manage the locks for doors at a Location.

Use Configure in Konnect HQ to switch on/off carrier features.

To switch a feature on/off:

  1. Select Core > Carriers.
  2. Select the blue arrow beside the carrier you want to view.
  3. Select Configure.
  4. Switch the feature on/off using the toggle.