Site Visibility For Customer Portal Users

Topic:

Site Visibility For Customer Portal Users

Learn how to use our optional feature to restrict which meters a specific contact has visibility of in the customer portal. 

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Once you’ve set your user up for the customer portal, if you want to restrict which sites a specific contact has visibility of, we have a feature available to allow this. If this feature isn’t switched on for you, contact support@utilityclick.com to request this. Once you’ve got the feature, follow the below steps to do this.

  1. In the top menu bar click ‘Customers’
  2. Search for the customer you wish to create a portal login for
  3. Click their name under the ‘Customer’ column
  4. [From the left-hand side menu] Click Contacts & Users
  5. Click + Add User
  6. The following fields are required:
    • First Name
    • Last Name
    • E-mail (this will be their user login to the portal)
    • Password (this will be the password they use to log in to the portal)
    • Ensure “Active?” checkbox is ticked (at the bottom of the page)
    • Ensure the “Customer Portal Access?” checkbox is ticked (at the bottom of the page)
  7. Click ‘save’
  8. This will take you back to the contacts screen. Select ‘Go’ under actions then ‘Edit’.
  9. A new tab called ‘Infant Manager’ will appear at the bottom of the screen. Simply select which meters your contact needs visibility of and save. These will now be the meters this contact can view on their customer portal.