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Discover the new and improved Daikin ID features

A while ago, we introduced you to the new Daikin ID platform, giving you access to our Customer Portal, Daikin E-Commerce, Stand By Me, Selection Software and so much more. Now, we have some exciting new features to share with you.

What?

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What's new?

Enjoy the freedom of managing your own profile, assigning roles and much more in the delegated admin console.

  • Assign delegated admins on your profile;
  • Add employees to the Daikin portals;
  • Update members' info such as personal details (name, email address, roles);
  • Easily access all necessary information about products, orders, invoices etc.;
  • View applications and link to documentation.

Advantages

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Benefits

Use the admin console to optimise your internal workflow.

  • Enjoy the ease of having all invoices, orders, quotes, reports and more in one place;
  • Work more efficiently thanks to the administation access for all employees;
  • Get everyone up to speed by adjusting admin roles freely;

FAQ

Daikin ID and registration

There are 4 main role types, each with their own set of rights and permissions: 

  • A Delegated Admin: all access

  • Invoice Management: all access to invoices, orders and quotations

  • Order Management: all access to orders and quotations

  • Quotation Management: all access to quotations

  • (Blank): basic access

Bear in mind that only Delegated Admins can add members.

  • Go to the Admin Console.

  • Search the member you would manage permissions for in the Member List.

  • Select the member to open the personal details.

  • Click on the wrench icon (= ‘manage’) at the right.

  • Assign the appropriate roles by ticking the corresponding tick boxes.

  • Click ‘Save’ or the x icon on the right to cancel.

Bear in mind that only Delegated Admins can manage members.

  • Go to the Admin Console.

  • Click on the button ‘Invite member’ in the Member List. 

  • Fill in the personal details.

  • Select a role.

  • Click on the arrow to select the language

  • Click on ‘invite by email’ or ‘invite by SMS’ (this will only work if all required fields are filled in).

Bear in mind that only Delegated Admins can manage members.

  • Go to the Admin Console.

  • Search the member you would like to remove in the Member List.

  • Select the member to open the personal details.

  • Click on the delete button at the upper right corner (trash can icon)

  • you’ll receive a notification pop-up. Click ‘confirm’.

  • This member has now been removed from your organisation and B2B applications.

Bear in mind that only Delegated Admins can manage members.

  • Go to the Admin Console.

  • Search the member you would like to remove in the Member List.

  • Select the member to open the personal details.

  • Use the slide button at the upper right corner to deactivate a user.

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