Table of contents
Customers
Manage and view specific details, settings, and imported bills for each of your customers.
Customer quick tour
Watch this quick walkthrough to see how to search for a customer, open the customer dashboard, and review customer information.
You can see and navigate to each of your customers from the “Customer Search” button present at the top of the left navigation.
Selecting a customer from the list will open that customer area for you. This means that in the left navigation near the “Admin” tab, you will also see a new tab with the selected customer.
The “Dashboard” is the default view you land on. It shows a list of total bills imported in UBM in different time frames and the status they are in.
For details regarding the customer, go to the “Customer Info” tab in the left navigation. Here you can view the customer profile and modify different settings for that customer, such as “Payment delivery” and “Report delivery” settings.
Users
Manage users globally or per customer, update user details, and organize notification groups.
User management quick tour
Watch this quick walkthrough to see how to review all users, add or edit customer users, send activation or reset links, and manage user groups.
You can view a list of all “Users” across all customers by going to the “Admin” area in the left navigation and selecting the “Users” tab.
From here, you can delete a user by selecting the trashcan icon present at the end of the row. For inactive and pending users, you can resend the activation email by selecting the envelope icon present at the end of the row.
If you select a user ID from the table, you will be taken to the “User Info” area for that user. You can edit their information by selecting the “Edit” link present in the top right, send them a link to reset their password, or send an activation email, depending on the user’s status.
If you want to view users specific to a customer only, select that customer and go to the “Customer Info” tab in the left navigation. Selecting the “Users” tab here will provide a list of all users that have access to that customer.
In here you can:
- Add a new user to that customer by selecting the “Add User” action from the top right.
- View and edit user details by selecting the user ID from the table.
- Edit a user by selecting the crayon icon present at the end of the row.
- Remove a user from that customer by selecting the trash icon present at the end of the row.
You can also create, edit and delete User Groups for a specific customer. These groups are useful if you want notifications sent to a specific set of emails.
Go to the “User groups” tab, and select “Add User Group” from the top right. Edit an existing group by selecting the crayon icon present at the end of the row, and delete a user group by selecting the trashcan icon present at the end of the row.
Locations
Manage customer locations, configure custom attributes, and link virtual accounts.
Location setup quick tour
Watch this quick walkthrough to see how to create locations, review location details, manage location attributes, and work with virtual accounts.
You can see a customer’s locations by selecting that customer through “Customer Search”, and then selecting the “Locations” tab present in the left navigation. The “Location list” presents a table view of all existing locations for that customer.
Hierarchies can be created for a customer through the “Hierarchies” tab.
How to Create a New Location:
-
Manual Creation: Select the
“Create Location” link present at the top of
the screen when in the “Location List” tab. Enter all needed
data and select the “Create” button.
-
Bulk Upload: Select the
“Upload Locations” action by accessing the
“Bulk Actions” dropdown button at the top of
the screen. This allows you to upload a CSV file format to create
multiple locations all at once.
To do this, download the “Location Report” from the “Reports” section. Add rows to the report for new locations or modify data in existing rows. Important: The file should not have commas (",") in the fields themselves, and special characters could cause issues on the upload.
Location Admin Actions:
The “Location Admin” menu in the top right allows you to:
- Download Energy Star Scores for that customer, if Energy Star integration exists.
- Activate Weather across all locations if the customer has weather enabled.
You can view more details for a specific location by selecting that location from the “Location list” tab. This will take you to the “Location Details” area. This area also gives you the ability to delete the location by selecting the “Delete” action from the top right.
Custom Attributes
Create custom attributes for a location by going to the “Location Attributes” tab. Create an attribute by selecting the “Add Attribute” action. Existing attributes can be edited using the crayon icon or deleted using the “x” icon at the end of the row.
Custom attributes are defined for all locations. In order to set values to them, go to a specific location and select the “Attributes” tab, and then the “Edit” option on screen to add values.
Other custom attributes that can be created:
- Virtual Account Attributes: From the “Locations” tab in the left navigation, select the “Virtual Account Attributes” tab.
- Monthly Attributes: From the “Locations” tab in the left navigation, select the “Monthly Attributes” tab.
Add values to attributes for Virtual Accounts or Monthly Attributes by selecting a location, and in the Location Details going to the:
- “Virtual Accounts” tab: Select edit using the crayon icon for that Virtual Account.
- “Monthly Attribute Data” tab: Add years/months if needed, and select edit using the crayon icon for each month separately.
Linking Virtual Accounts
The “Virtual Accounts” tab provides details for all the accounts tied to the selected location. Multiple accounts can be tied to a Billing ID. Through this screen, you can Link Virtual Accounts. This is particularly useful when there is a meter change resulting in a new account being created, but you still want the history to flow through and be maintained appropriately.
In order to link multiple accounts, select the “Link” action at the end of the row. Start the action from an account that will be the parent account, and from the dialog select all child accounts that will be tied to the parent account.
When linked, only the parent account will appear as primary in the table, and will have an arrow available. Expanding the arrow reveals all child accounts linked to it.
Bill History
Accessing “Bill History” present at the end of the row for each account will open a dialog displaying all the bills that tie to that specific Virtual Account. You can go to any of these bills by selecting the Bill ID link.
Vendors
View associated vendors, customize vendor naming, and manage vendor-specific custom attributes.
Vendor setup quick tour
Watch this quick walkthrough to see how to review vendors, update pretty names, and manage vendor-specific custom attributes.
You can view all the vendors associated with a customer by going to the “Vendors” tab in the left navigation. This list displays all vendors tied to the bills loaded for that customer in UBM.
You can filter the list and edit the “Pretty Names” for each vendor by selecting the link at the top right. Pretty names are your preferred custom vendor names, which will be reflected in Reports, Bills, and searches.
Defining Attributes
To define Vendor-specific attributes, such as Vendor fees, navigate to the “Custom Attributes” section.
- Add: Select the “Add Attribute” action from the top right.
- Edit: Select the crayon icon at the end of the attribute row.
- Delete: Select the “x” icon at the end of the attribute row.
Setting Attribute Values
To set values, select a vendor from the list to enter the “Vendor Details” page. Expand the “Custom Attributes” section on the Provider Vendor card and select “Edit” to add values to existing attributes.