{"id":947,"date":"2021-02-18T13:26:39","date_gmt":"2021-02-18T13:26:39","guid":{"rendered":"https:\/\/portal.affiliated.com\/a\/?page_id=947"},"modified":"2025-10-27T20:42:48","modified_gmt":"2025-10-27T20:42:48","slug":"partner-portal-guide-add-account","status":"publish","type":"page","link":"https:\/\/portal.affiliated.com\/a\/partnerresources\/how-to-guides\/partner-portal\/partner-portal-guide-add-account\/","title":{"rendered":"Partner Portal Guide: Add Account"},"content":{"rendered":"<div class=\"page-container\">\n<div class=\"menu\">\n<nav>\n<li><a href=\"\/a\/\">Partner Resources Home<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/documents-forms\/\">Documents &amp; Forms<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/\">How-To Guides<\/a><\/li>\n<ul>\n<li class=\"active\"><a href=\"\/a\/partnerresources\/how-to-guides\/partner-portal\/\">Partner Portal<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/partner-app\/\">Partner App<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/seemyalarm-portal\/\">SeeMyAlarm Portal<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/seemyalarm-app\/\">SeeMyAlarm App<\/a><\/li>\n<\/ul>\n<li><a href=\"\/a\/partnerresources\/working-with-affiliated\/\">Working with Affiliated<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/contact-us\/\">Contact Us<\/a><\/li>\n<\/nav>\n<\/div>\n<div class=\"pr-content\">\n<h1>Partner Portal Guide: Add Account<\/h1>\n<p><video width=\"75%\" controls=\"\" controlslist=\"nodownload\" oncontextmenu=\"return false;\"><source src=\"\/wp-content\/uploads\/sites\/3\/2025\/10\/Video-7-Add-Account.mp4\" type=\"video\/mp4\">Your browser does not support the video tag.<\/video><\/p>\n<p>Getting a new account monitored through the Partner Portal has never been easier with our Add Account feature. From the Partner Portal Homepage, click the Add Account button on the top right of the screen.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount1.png\"><\/p>\n<h2>Site Information<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount2.png\"><br \/>\nFrom here you will add the following information(<span class=\"asterisk\">*<\/span> indicates a required field):<\/p>\n<ul>\n<li><strong>Name<\/strong><span class=\"asterisk\">*<\/span><br \/>\nThis is the name of the location and\/or persons we are monitoring. In the case where we are monitoring a residential location the name listed here must be the same as the signature on the Alarm Monitoring Agreement. In the case of a business, the person who is signing must be an officer or a person that has the authority to sign a legal agreement on behalf of the company. The name should be entered as Last Name, First Name.<\/li>\n<li><strong>Location Type<\/strong><span class=\"asterisk\">*<\/span><br \/>\nThis field indicates the type of location that is being monitored. (Ex. Residential, Commercial, PERS etc.)<\/li>\n<li><strong>Address, City, State and Zip<\/strong><span class=\"asterisk\">*<\/span><br \/>\nThis is the address of the site that is being monitored.<\/li>\n<li><strong>Cross Street<\/strong><br \/>\nThis can be critical information and is sometimes required by the authorities in order to find a location.<\/li>\n<li><strong>Municipality<\/strong><br \/>\nThis can be critical information and is sometimes required by the authorities in order to find a location. (Borough\/County, Township, etc.)<\/li>\n<li><strong>Phone 1\/Phone 2<\/strong><br \/>\nThese are the phone numbers we are going to call to verify an alarm before dispatching. We recommend providing multiple phone numbers for Enhanced Call Verification (ECV). This will help to reduce false dispatches.<\/li>\n<li><strong>Passcode<\/strong><span class=\"asterisk\">*<\/span><strong>\/Passcode 2<\/strong><br \/>\nThis is a word or number that the customer must have to verify and cancel an alarm or to get information about their account. The Site Passcode can be shared. If an individual password is desired, this will be set up under the Contacts section of the portal. See <a href=\"\/a\/partnerresources\/partner-portal-guide-contacts\/\">Partner Portal Guide: Contacts<\/a> for further instruction.<\/li>\n<\/ul>\n<p>Once all required information has been completely entered, click Continue.<\/p>\n<h2>System Information<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount3.png\"><br \/>\nFrom here you will add the following information(<span class=\"asterisk\">*<\/span> indicates a required field):<\/p>\n<ul>\n<li><strong>Account Number<\/strong><span class=\"asterisk\">*<\/span><br \/>\nThis is the number that identifies a particular customer and is also known as a Signal Number or Console Number. In most cases the first three digits are the receiver and group\/line number and the last four are the number that is programmed into the control panel for that specific customer. Please keep in mind that some communication technologies (i.e. AlarmNet, two-way voice) require a specific receiver and account number.<\/p>\n<p>After you enter in an account number, the Portal validates that it is an out-of-service shelled account for your company. If you receive an Error Message, please check to make sure your account has been properly set up.<\/p>\n<div class=\"note\">Note: Finding an available account to put online is easy. Open the Search page. Then, under Search By Account Information, enter your dealer number in the Name field, choose Out of Service at the bottom, and click Search. If you&#8217;d like to find available accounts in a specific prefix, enter the prefix in the Account # field.<\/div>\n<\/li>\n<li><strong>Template ID<\/strong><span class=\"asterisk\">*<\/span><br \/>\nA template is a default set of alarm handling instructions. Typically this is based upon the signal format and\/or site type. A template provides an easy way to ensure that your company\u2019s standard alarm handling procedures are being adhered to across your entire account base. If you already have a template created you will see it at the top of the Template ID drop down list. If you do not have a custom template and wish to have one created, please contact Account Management.<\/li>\n<li><strong>Panel Description<\/strong><br \/>\nThis is a brief description of the panel at the site. This will assist both your service technician and our monitoring specialists in interpreting the signals transmitted.<\/li>\n<li><strong>Panel Phone #<\/strong><br \/>\nThis reflects the caller ID of the alarm system.&nbsp;Please enter the phone number if known. When left blank, the Panel Phone field will be populated by the caller ID of the first signal received. When a value is provided, it will not be overwritten unless someone does so manually or the field is empty the next time a signal is received.<\/li>\n<li><strong>Two Way Phone #<\/strong><br \/>\nIf Two Way Voice Communication is being used, please provide the phone number of the device. The following are examples of some of the devices that require a Two Way Voice phone number:<\/p>\n<p>Elevators<br \/>\nAlarm.com Two Way<br \/>\nNumera<br \/>\nLifeBeacon<br \/>\nEZ Care<br \/>\nEssence<br \/>\niHelp<br \/>\nBrighton Sky<\/li>\n<li><strong>Device ID\/IMEI<\/strong><br \/>\nThis field indicates the Device ID or IMEI of the communicator being used.<\/li>\n<li><strong>Two Way Voice<\/strong><br \/>\nIndicate whether this account is utilizing Two Way Voice or not.<\/li>\n<li><strong>Installation Type<\/strong><span class=\"asterisk\">*<\/span><br \/>\nPlease indicate the type of signals being monitored at this location. (i.e. Burglary, Fire, Medical, etc.)<\/li>\n<li><strong>Test Timer Frequency<\/strong><br \/>\nIndicate at what interval the communicator will transmit a test timer signal (ex. Daily, Weekly or Monthly).<\/p>\n<p>Clicking the checkbox, &#8220;Allow Manual Override&#8221;, will allow you to enter a non-standard amount of hours by selecting Other from the drop-down menu.<\/p>\n<p><em>Only use this checkbox when specifically instructed.<\/em> A Partner Support Specialist can assist you with entering the correct option.<\/li>\n<li><strong>Acceptable Test Timer<\/strong><br \/>\nThis indicates if Affiliated should accept any signal as confirmation that the panel is communicating properly or if we should only accept a Test Timer signal.<\/li>\n<li><strong>Fail to Test Instructions<\/strong><br \/>\nThis indicates the response we will take when a Test Timer is not received.<\/p>\n<p>Clicking the checkbox, &#8220;Allow Manual Override&#8221;, will allow you to enter a non-standard set of fail to test instructions by selecting Other from the drop-down menu. If you choose Other, you will be required to enter an Event ID in order to submit your settings.<\/p>\n<p><em>Only use this checkbox when specifically instructed.<\/em> Entering the wrong values here may result in notifications being made improperly or not being made at all. A Partner Support Specialist can assist you with entering the correct options.<\/li>\n<li><strong>Test Timer Zone\/Event<\/strong><br \/>\nYou must indicate the test timer reporting code in this section.<\/li>\n<li><strong>Open\/Close Service<\/strong><br \/>\nIndicate if this account has Opening\/Closing Service. If the Open and Close signals are to be Supervised, please fill out an Opening\/Closing form available on the Partner Resources page of the Partner Portal.<\/li>\n<li><strong>Open\/Close Summary<\/strong><br \/>\nPlease indicate the frequency at which you would like Open\/Close reports sent to either you or the customer.<\/li>\n<li><strong>Email Open\/Close Summary To<\/strong><br \/>\nIndicate what email address(es) the Open\/Close Summary Report is supposed to go.<\/li>\n<\/ul>\n<p>Once all required information has been completely entered, click Continue.<\/p>\n<div class=\"note\">Note: Adjusting the test timer frequency will have an impact on your billing. Please consult your price list or Partner Support if you are unsure of the costs.<\/div>\n<h2>Contacts<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount4.png\"><br \/>\nFrom here you will add the following information(<span class=\"asterisk\">*<\/span> indicates a required field):<\/p>\n<ul>\n<li><strong>First and Last Name of Contact<\/strong><span class=\"asterisk\">*<\/span><\/li>\n<li><strong>Verify?<\/strong><span class=\"asterisk\">*<\/span><br \/>\nPlease advise if we are to notify this contact before dispatching.<\/p>\n<div class=\"note\">Note: In accordance with NFPA 72, a verification call is not made prior to dispatch on Commercial Fire alarms without written authorization from the local authority having jurisdiction (AHJ).<\/div>\n<\/li>\n<li><strong>Contact List<\/strong><span class=\"asterisk\">*<\/span><br \/>\nPlease select whether the contact should be on the Main-L1 contact list (default, known as Call After Dispatch), the Secondary-L2 list, or None.<\/p>\n<div class=\"note\">Note: When selecting a contact list, please ensure that the proper template and\/or global instruction has been applied to the account.<\/div>\n<\/li>\n<li><strong>Passcode<\/strong><br \/>\nIndicate if this contact would like their own individual passcode. This passcode must differ from the General Passcode listed on the Site Information Page.<\/li>\n<li><strong>Cellphone\u2044Other Phone<\/strong><span class=\"asterisk\">*<\/span><br \/>\nPlease provide the phone numbers that should be called during the notification process.<\/p>\n<div class=\"note\">Note: It is recommended that cell phone numbers are provided as they are the most effective way to reach your customers.<\/div>\n<\/li>\n<li><strong>Call Notification Times<\/strong><br \/>\nIndicate if the contact should only be contacted during specific time frames. This option defaults to Always. If you select Only or Except, you will be prompted to provide days, start, and end times for the notification time window.<\/li>\n<li><strong>Email Address<\/strong><br \/>\nIf the contact would like to be emailed in addition to or in lieu of a phone call or text, please provide their email address in this section. You can designate what signals they are to be emailed on, similar to the text message notification in the Text\/Email Notifications section of the Contacts.<\/p>\n<div class=\"note\">Note: For text\/email notification, please ensure that the proper event code has been noted on the zones page or indicated on your template. The event code should start with a \u2018Y\u2019 or have \u2018SE\u2019 in the description.<\/div>\n<\/li>\n<li><strong>User #<\/strong><br \/>\nIf the location has Open\/Close Service, please indicate what User Number this contact was assigned. This will allow you to see the identity of the person who is opening or closing the location in the Event History on the Partner Portal.<\/li>\n<li><strong>SeeMyAlarm User<\/strong><br \/>\nCheck this box if this contact should have access to the SeeMyAlarm subscriber app.<\/p>\n<div class=\"note\">Note: For any questions about SeeMyAlarm, please reach out to Partner Support.<\/div>\n<\/li>\n<li><strong>Text\/Email Notifications<\/strong><br \/>\nIf this contact would like a text message, here you can specify what signals they are to be text messaged or emailed on (Ex. Emergency signals only, Trouble, Supervisory or All).<\/li>\n<li><strong>Notifications Sent As<\/strong><br \/>\nCheck the box corresponding to whether the contact should receive Email and\/or Text notifications.<\/li>\n<\/ul>\n<p>If you have additional contacts click the Add Another Contact button. Once your contact information has been completely entered, click Continue.<\/p>\n<h2>Agencies<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount5.png\"><br \/>\nThis section is not required, and if left blank, Affiliated\u2019s PSAP lookup system will match the appropriate agencies with this site by address within 20 minutes of the account being placed online. However, if this site, for some reason, requires a specific agency, you may proceed with entry as follows.<\/p>\n<p>Click Add Agency and enter the appropriate name and phone number of each agency desired. Verify with the premises or local authority that the phone number supplied is the correct number to call when dispatching alarms. Many agencies have specific numbers for monitoring centers to call that differ from their general emergency phone numbers. You do not need to enter all agencies unless desired.<\/p>\n<p>Click Continue when done.<\/p>\n<div class=\"note\">Note: Entering the incorrect agency for a location may result in delays in dispatching in the event of an emergency.<\/div>\n<h2>Zones<\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/AddAccount\/AddAccount6.png\"><br \/>\nUnder Alarm Format, please indicate the format of the transmitted signals (e.g. 4 x 2, Contact ID, SIA, etc.). This information will assist both your service technician and our monitoring specialists in interpreting the transmitted signals.<br \/>\nFor further assistance, please view <a href=\"\/a\/partnerresources\/partner-portal-guide-zones\/\">Partner Portal Guide: Zones<\/a>.<\/p>\n<p>Click Continue and then Submit.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Partner Resources Home Documents &amp; Forms How-To Guides Partner Portal Partner App SeeMyAlarm Portal SeeMyAlarm App Working with Affiliated Contact Us Partner Portal Guide: Add Account Your browser does not support the video tag. Getting a new account monitored through the Partner Portal has never been easier with our Add Account feature. From the Partner [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":1851,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"blank-page-with-container.php","meta":{"footnotes":""},"class_list":["post-947","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/947","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/comments?post=947"}],"version-history":[{"count":32,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/947\/revisions"}],"predecessor-version":[{"id":3619,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/947\/revisions\/3619"}],"up":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/1851"}],"wp:attachment":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/media?parent=947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}