Selecting an Account and Changing its Settings

At the Site Level (go here to learn about locating sites), you can see all accounts associated with a site by clicking the Accounts tab. In this tab, accounts are broken down by type (e.g., energy, water, waste, etc.) along the side menu. Information can be entered or modified manually for each account by using the buttons displayed on the right side of the account name.

The Account Settings button will allow you to edit basic information about your account such as floor area, units, account name, and other options. If you have the correct permissions, you can also delete or deactivate an account from this screen.

The Edit Data button is the access point for all of the account's billing information. Selecting this button will open a large spreadsheet where account data can be entered and viewed.