---
title: "Quickstart guide"
slug: "quickstart-guide"
updated: 2026-04-21T09:54:20Z
published: 2026-04-21T09:54:20Z
canonical: "docs.calculus.group/quickstart-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calculus.group/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart guide

This article explains the most important procedures for efficient use of the Calculus Portal. These procedures are divided into multiple sections, which are taylored to specific user profiles.

These user profiles are:

1. [Customer](/v1/docs/quickstart-guide#customer)
2. [Sales](/v1/docs/quickstart-guide#sales)
3. [Technical Service](/v1/docs/quickstart-guide#technical-service)
4. [Product Specialist](/v1/docs/quickstart-guide#product-specialist)

Each user profile requires knowledge of the procedures written in the preceding user profiles. For example: Technical Service needs the procedures listed in Customer and Sales, in addition to its own.

## Customer

### Logging in for the first time

Point your web browser to the [Calculus portal login page](https://portal.calculus.group/). Enter your e-mail address and password and press the login button.

![](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-08 10-32-28.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!WARNING]
> Attention!
> 
> Before logging in for the first time, you have to activate your account using the link in the registration e-mail. This registration link is only valid for 7 days.
> 
> More detailed information is available in the following article: [First login via invitation email](/v1/docs/first-login-via-invitation-email).

### Viewing dashboards

To view the Dashboard of your machine, click on Dashboards in the navigation menu. A list of machines registered to your Project appears. Click on the name of the machine you wish to open the dashboard for.

![](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/image-1756903024683.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

### Subscribing to notifications

Click **Events** in the navigation menu. Click the **plus icon** to set up notifications for a user.

![Event overview section displaying no data available message and navigation options.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-11-03 15-18-22.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

You'll now see a list of all asset groups within your project. Select the assets you want to receive notifications for and click **Next**. Select the users you want to subscribe and the role that applies to these users. Finally, click **Save**.

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of user notifications, read the following article: [Assigning notifications](/v1/docs/assigning-notifications).

## Sales

### Creating new projects

Go to the **Projects** page from the navigation menu and click the **plus button** to add a new project.

![Project management interface displaying ACME assets and navigation options on the sidebar.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-12 09-24-54.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of creating projects, read the following article: [Create a project](/v1/docs/create-a-project).

## Technical Service

### Trouble shooting

#### Asset indicators

Asset indicators provide information about the functioning of your assets. The coloured dots indicate whether the Asset is active.

![Map overview displaying asset tracking locations across Europe with detailed asset categories.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-11 17-13-55.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of asset indicators, read the following article: [Asset indicators](/v1/docs/asset-indicators).

#### No data visible on the dashboard

If no data is visible on the dashboard, check the following:

1. **Check asset indicator**

Confirm the asset indicator is green.
2. **Check date range**

Confirm the selected date range includes the expected data.
3. **Check gateway LEDs**

Confirm the gateway is powered on and connected.
4. **Check Current Activity**

Confirm data is being received.
5. **Check data sources**

Confirm the asset is linked to the correct gateway and data source.

> [!TIP]
> Additional information!
> 
> For detailed instructions, see the [Data not showing](/v1/docs/data-not-showing-troubleshooting-overview) troubleshooting articles.

#### Hardware

Calculus supports various applications, such as:

- Gateways
- Tank & Level
- Energy measurement
- Smart Modular Units
- Air Quality monitoring
- …

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of hardware applications, see the following category: [Products](https://docs.calculus.group/docs/en/producten).

#### Helpdesk

If the online documentation wasn’t helpful, there is an experienced support team available to assist you with any issue you may have. The most efficient way is to create a ticket using our [support page](https://my.calculus.group/en/helpdesk). When creating a support ticket, always provide your name, the e-mail address you also use to log in to the Calculus portal, the name of the project you are on and the name of the asset and/or Gateway. This will help our support team handle your ticket.

![Form for submitting a ticket with fields for user information and description.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/image-1754647739283.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

### Remotely accessing machines

When you want to access a machine, but you do not have physical access to it, you can perform this task remotely. This can be done using the Calculus Digger application. You can download it from: [https://updates.calculus.group/digger/](https://updates.calculus.group/digger/)

![Installation instructions for Calculus Digger software with prerequisite requirements listed.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/image-1755587471668.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of the Calculus Digger application, see the following category: [Digger](https://docs.calculus.group/docs/digger).

## Product Specialist

### Changing companies

Click the **folder icon** at the top of the navigation menu to open the Project browser and select the project, in a different , you want to open.

![Project management interface displaying asset overview and project sorting options.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-12 11-28-01.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

### User rights

In the Calculus Portal, the available functions are dependent on the rights you have as a platform user. Below are a few user profiles, listing the required rights to complete a certain task:

- Calculus Digger
- Installer
- Machine park administrator
- New customer
- Tank monitoring

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of user rights, read the following articles: [Manage user rights on company level](/v1/docs/manage-user-rights-on-company-level) and [Manage user rights on project level](/v1/docs/manage-user-rights-on-project-level).

### Asset groups

Click **Assets** in the navigation menu, open the **Groups** tab and select the you wish to edit. A panel will open. Click on the **Assets** tab to add new assets, or remove existing assets from the asset group. To do this, toggle the switch in the **Included** column on or off.

![List of asset groups with names and keys for tracking purposes.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-11 12-07-16.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of asset groups, read the following article: [Asset groups](/v1/docs/asset-groups).

### Configuring metadata

Click **Assets** in the navigation menu, select the asset whose metadata you want to override and open the **Metadata** tab. Turn off the **Use default** toggle switch to specify a new value and click **Save**.

![Editing asset metadata including variable name, description, and numeric value.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-08-11 16-12-31.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of metadata, read the following article: [Metadata](/v1/docs/metadata).

### Editing dashboards

Open the dashboard you want to edit, click the action menu button in the top right corner and choose **Edit Dashboard**.

![Dashboard displaying generator metrics including voltage, frequency, and current readings.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2025-11-21_10-01-32.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A36Z&se=2026-11-11T14%3A40%3A36Z&sr=c&sp=r&sig=v%2BMQBSQdndy9Td9m6yKGv7bsEUPbidyF%2FWC89XbTziI%3D)

> [!TIP]
> Additional information!
> 
> For a more in-depth explanation of editing dashboards, read the following article: [Edit a dashboard and add widgets](/v1/docs/edit-a-dashboard-and-add-widgets).

/

A dashboard is a visual interface within the platform where relevant data, measurements, and insights from machines are clearly presented.

A project is a defined environment within the platform where you group specific assets, dashboards, and settings for a single use case, such as a site, installation, or customer environment.

An asset is the digital representation of a physical device or machine within the platform, which collects and displays data for monitoring and analysis.

A gateway is a physical device or software component that collects data from machines or sensors and forwards it to the platform for further processing and storage.