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Installation Requests

Prerequisites
  • Admin, Regional Admin, or Multi-Account (admin role) access
  • At least one Location configured in the platform
  • An installation partner invited to the account with installer permissions

Overview​

The Installation Requests page manages the workflow for connecting physical access control devices to your Bitwards account. Administrators create digital installation tickets that specify device details and location, and assigned installation partners receive these tickets on their mobile devices to perform the physical setup. Once an installer completes the installation, the device automatically appears in the Resources list and is ready for access rights assignment.

Key Capabilities:

  • Ticket-based installation workflow coordinating administrators and installation partners
  • Two display modes (table and card view) for reviewing installation requests
  • Search, sort, and export functionality for managing large numbers of requests
  • Bulk operations through CSV import for large-scale deployments
  • Status tracking to monitor pending and completed installations

To access Installation Requests:

  1. Log in to your Bitwards Mobile Access account
  2. Expand "Resources" in the left sidebar menu
  3. Click "Installation Requests" to view all installation tickets

Features​

Installation Request List​

The main interface displays all installation requests with options to switch between two display modes.

Installation Requests Table View Installation Requests page in table view with sortable columns and pagination controls

Table View Columns (all sortable):

  • Name of the location — Where the device will be installed
  • ID — Unique device identifier (e.g., door ID)
  • Name — Descriptive name visible to end users in the mobile app
  • Floor — Floor level within the location
  • Hardware type — Device category (e.g., Electronic Cylinder, Pad lock, Lock adapter, Standalone controller, Electronic lock case)
  • Device — Specific device model
  • Request date — When the request was created

View Switch Toggle Toggle button to switch between table view and card view

Card View provides a more detailed layout for each request, including location details, hardware specifications, manufacturer information, installer assignment, and status messages.

Installation Requests Card View Card view showing detailed information for each installation request

Choosing a View

Use table view for quick scanning and sorting across many requests. Switch to card view when you need to review full details of individual requests, including manufacturer and installer information.

Creating an Installation Request​

To create a new installation request, click the "Make request" button in the top toolbar. The creation form requires:

  • Name of the location (mandatory) — Select from your configured locations
  • Floor — Select the floor within the chosen location
  • ID (mandatory) — Unique identifier for the device (e.g., door ID)
  • Name (mandatory) — Descriptive name visible to users in the mobile app
  • Category — Select from location categories
  • Additional information — Notes about the installation location
  • Manufacturer (mandatory) — Select the hardware manufacturer
  • Model — The specific device model (hardware type is shown after selection)
  • Installer — Select which installer company or locksmith receives the ticket
No Editing After Creation

Installation requests cannot be modified once created. If changes are needed, delete the request and create a new one.

Installation Workflow​

The installation process follows a structured sequence:

  1. Administrator creates the installation request with device and location details
  2. Installer receives the ticket in their mobile app's installation queue
  3. Installer completes the physical device installation and links it to the account
  4. Device appears in the Resources list, ready for access rights assignment
Completed Requests

When an installer finishes the installation, the ticket disappears from the Installation Requests page and the device becomes visible in the Resources section.

Search, Export, and Deletion​

Search: Enter search terms and press Enter or click the magnifier icon. Search works across all table columns. Clear the field and press Enter to reset.

Export CSV: Click "Export CSV" to download installation request data. The export respects any active search or filter criteria.

Delete: Use the trash icon to permanently remove an installation request. Deleted requests cannot be recovered.

Permanent Deletion

Deleting an installation request is irreversible. Make sure the request is no longer needed before removing it.

Pagination​

The table supports configurable pagination with rows per page (default: 50), page navigation controls, and result count indicators. Pagination controls appear both above and below the table.

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