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

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

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

Note: 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."