How to convert a Control4 Showroom Account to a Customer Account

Customer Accounts are created in OvrC. If you haven't registered the controller in OvrC, read How to register a Control4 Controller in OvrC before you continue.

Caution: This process should be done on-site to prevent the controller from going offline.

If the controller is already registered in OvrC

  1. Go to the Customer Location > Categories tab > Control & Automation and verify the controller is already tied to a Control4 Account. If the Status says "Controller registered", you need to unregister the controller and create a new OvrC Location.

  2. Go back to your Customer list and click the kebab menu next to the Customer name, then click Add Location.

  3. Enter the necessary information to create the new Location.

    Pro Tip: Use the email+alias trick (e.g., youremail+location1@example.com) to create a unique variation of your existing email.

    Note: Remember, you cannot reuse an email address associated with a my.control4.com. If it’s not associated with a my.control4.com account, the email can be used.

  4. Log in to customer.control4.com and go to the Controller Registration page. Click the Unregister Controller button.

  5. If you had to unregister the controller, claim the controller in the new Location.

  6. Go to Categories > Control & Automation and click Manage, then the Register link.

  7. This creates a new OvrC Customer account, so you need to go through the System Takeover process to transfer the devices and their settings.

Adding Control4 Connect

  1. Click the Settings tab and go to Manage Access.

  2. Click Add User to enter the customer's Email Address and Phone Number. Then select which applications to invite them to.

  3. Select Control4 then click Select Plans.

  4. Verify Control4 Connect is selected, then click Send Invite.

  5. Open the Control4 mobile app and tap Register. Review the Terms and Services before accepting them.

  6. Create a password, then tap the Next button.

  7. You must have a Connect subscription because this is a new Customer account. Follow the instructions in How to Add a Control4 Demo Plan to a system.

  8. In OvrC, go to the Categories page and verify the Project Status says "Controller registered, handoff completed."

FAQ: Using Emails When Setting Up a New Location in MyDot via OvrC

Q: Can I use an email associated with my existing dealer account to create a new location in MyDot through OvrC?

A: No. Any email already associated with your current dealer account cannot be used to create a new location in customer.control4.com or my.control4.com. This includes all emails tied to your dealer profile.

Q: What happens if I try to use one of those emails?

A: You may encounter an error during setup. This is a known limitation: the system treats those emails as already in use, and attempts to reassign or change them (as you would with a customer email) typically do not work in this context.

Q: What should I do instead?

A: We recommend using one of the following options:

  • A completely different email address not associated with your dealer account, or

  • Use the email+alias trick (e.g., youremail+location1@example.com) to create a unique variation of your existing email.