A scenario-by-scenario guide to setting up accounts, fields, and locations in the iCHASE Dashboard — from first-time device sales to inventory transfers and binding corrections.
The name of an install site. It distinguishes multiple cameras at the same farm — e.g. East Feed Alley Camera vs. West Feed Alley Camera.
Worked example
iCHASE Dairy Cooperative bought 2 lasers for ABC Dairy Farm and 3 lasers for DEF Dairy Farm. Its account ends up managing:
2 Field Names5 Location Names
Scenarios
Follow the steps in order for the situation you're in
Main Distributor sells to Dealer A for the first time, and Dealer A sells straight through to End User A.
Dealer A must provide
Email (account name)PasswordCompany nameCompany addressContact: name / title / phone / email
End User A must provide
Field NameLocation Name(s)Field TypeFarm addressClient: name / title / phone / email
Main Distributor creates Dealer A's user account and assigns the devices to Dealer A.p. 14
Dealer A creates End User A's user account and assigns the devices to that account.p. 14
Dealer A creates the Field ID for End User A (e.g. ABC Dairy Farm).p. 15
Dealer A creates the Location ID — one camera maps to exactly one Location ID.p. 16
Once the device is installed and online, sync the Location ID in Command Studio.p. 41
B
Sold as inventory, resold in stages
Setup flow
Main Distributor sells to Dealer A as stock. Dealer A then places that inventory with End User A's farms over the following months.
B‑1Day 0 · purchased as inventory
No customer or farm exists yet, so no Field ID or Location ID is created.
Dealer A must provide
Email (account name)PasswordCompany nameCompany addressContact: name / title / phone / email
Main Distributor creates Dealer A's user account and assigns the devices to Dealer A.
B‑2~2 months later · sold to End User A's 1st farm
End User A must provide
Field NameLocation Name(s)Field TypeFarm addressClient: name / title / phone / email
Dealer A creates End User A's user account and assigns the devices to it.
Dealer A creates the 1st Field ID (e.g. 1st Dairy Farm).
Dealer A creates the Location ID — one camera maps to exactly one Location ID.
Once the device is installed and online, sync the Location ID in Command Studio.
B‑3~2 months later still · sold to End User A's 2nd farm
End User A must provide
Field NameLocation NameField TypeFarm address
Dealer A moves the sold device to End User A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually.
Dealer A creates the 2nd Field ID (e.g. 2nd Dairy Farm).
Dealer A creates the Location ID — one camera maps to exactly one Location ID.
Once the device is installed and online, sync the Location ID in Command Studio.
B‑4~2 months later still · 2 more lasers sold to End User A's 1st farm
Dealer A moves the 2 newly sold lasers to End User A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually.
Dealer A creates 2 Location IDs for End User A — be careful to bind them to the correct Field ID.
Once the devices are installed and online, sync the Location IDs in Command Studio.
C
Field ID created under the wrong account
Correction
A Field ID ended up on the wrong account.
No need to delete the incorrect Field ID — just create a new, correct one under the right account.
D
Restocking a dealer who already has an account
Setup flow
Main Distributor sells more inventory to Dealer A, who already has an account from a previous order.
Main Distributor moves the newly sold devices to Dealer A's account via Dashboard → Management → Transfer. There's no batch-transfer option yet — each device is moved individually.
E
RMA — replacing an End User's unit
Correction
End User A's device needs to go through the RMA process and be swapped for a new unit.
This step can currently only be handled by iCHASE staff — please contact iCHASE Support to proceed.
F
Wrong device assigned to a new account
Correction
While creating a new user account, the wrong device was assigned to it.
Unbind the misassigned device via Dashboard → Management → Return.
Use Transfer to bind the device to the correct account.
G
Right S/N, wrong Field Name
Correction
While creating a Location ID, the correct S/N was selected but bound to the wrong Field Name.
Create a new Location ID and select the correct Field Name.
The page will prompt “Replacing the existing binding” — choose YES to complete the binding.
H
Wrong S/N, right Field Name
Correction
While creating a Location ID, the correct Field Name was selected but bound to the wrong S/N.
Create a new Location ID and select the correct S/N and Field Name to complete the binding.
Next time the incorrect S/N is bound, the page will prompt “Replacing the existing binding” — choose YES to complete the binding.
