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Admin Job Aid: Non-SSO User Management

Updated

DYNMHX / Constellation Navigator

Utility Bill Management: Non-SSO User Management

Use this admin job aid to add, activate, reset, inactivate, reactivate, remove, and delete Non-SSO users in Utility Bill Management.

Article overview

This article is for administrators managing Non-SSO users in Utility Bill Management (UBM). The screenshots use UBM Demo and user@email.com as examples.

Screenshot note: The green arrows in the screenshots point to the exact item to select in each step.
Task Use when Result
Add new user A new Non-SSO user needs access to a customer. The user is created and receives an activation email.
Change password An admin needs to send a reset email, or a logged-in user wants to change their own password. The user completes the password setup or reset flow and receives a confirmation email.
Forgot password The user cannot remember their password while logging in. The user receives a reset password email and returns to the login area after setting a new password.
Inactivate user A user should no longer be able to log in temporarily. The user is marked inactive and cannot log back into the platform.
Reactivate user An inactive user needs access again. The user becomes active and can log back in. No email is automatically sent.
Remove user A user should be removed from one customer only. The user loses access to that customer, but keeps access to other assigned customers, if any.
Delete user A user should be removed completely from the UBM platform. The user loses platform access and access to every assigned customer.

Add a new user

  1. Select the applicable customer.
  2. Go to Customer Info → Users.
  3. Select the Add User link in the top-right corner.
  4. In the Add User window, enter the new user's email address.
  5. Select Add.
  6. Complete the Create User and Invite flow by entering the required personal data, including:
    • First Name
    • Last Name
    • Job Title
    • Role — choose Standard User or Full Access. The flow shows Full Access as the default option.
  7. If the form displays Chat functionality options, configure the applicable selections, such as Add as Chat tag or optional user group tag selections.
  8. Select Create New User.
  9. The newly added user appears at the top of the user list.
Activation email: UBM automatically sends an activation email to the newly added user. The user must open the activation email and set their account password before they can access the UBM platform.

The activation email headline says Your Utility Bill Management account has been set up and includes a Get Started button. The email explains that the user can activate the account to start using Utility Bill Management and talk with Sam, the virtual energy assistant powered by AI. It also highlights that users can get proactive insights about energy usage, ask Sam questions in real time, and view bill details and detailed energy reports.

Add User link and Create New User flow in Utility Bill Management.

Add User link and Create New User flow.

Newly added user appears at the top of the user list and receives the Utility Bill Management activation email.

New user appears in the list and receives the activation email.

Resend the activation email

  1. From Customer Info → Users, select the user's ID link.
  2. The User Info page opens.
  3. In the Status section, select Send activation email.
  4. The user receives a new activation email.

Send activation email link in the Status section of the User Info page.

Send activation email from the User Info page.

Change a password

Admin sends a reset password email

  1. Select the applicable customer.
  2. Go to Customer Info → Users.
  3. Select the user's ID link for the desired user.
  4. On the User Info page, go to the Status section.
  5. Select Send reset password email.
  6. The user receives an email that allows them to reset the account password.

Send reset password email link in the Status section of the User Info page.

Admin reset password email workflow.

Logged-in user changes their own password

  1. While logged in, go to the footer of the left navigation.
  2. Open the More Menu.
  3. Select Change Password.
  4. Complete the password setup flow.
  5. After the new password is set, the user is logged back into the application.
  6. The user receives a confirmation email that the password was changed successfully.
Password requirements shown in the flow: The password must contain at least 8 characters and include at least 3 of the following: lowercase letters, uppercase letters, numbers, and special characters.

Logged-in user opens the More Menu, selects Change Password, sets a new password, and receives a password changed confirmation email.

Self-service Change Password flow.

Forgot password

  1. On the login screen, select Forgot password? underneath the Password field.
  2. When prompted, enter the user's email address.
  3. Select Continue.
  4. UBM sends the user an email to change their password. The email includes a Reset Password button.
  5. The reset email indicates that the link is valid for 48 hours.
  6. The user selects Reset Password in the email and is taken through the reset flow.
  7. On the Set Your Password screen, enter and re-enter the new password.
  8. Select Set password.
  9. After the password is changed, the user is redirected to the login area.
  10. The user can log in with the new password.
Password requirements shown in the forgot-password flow: at least 8 characters and at least 3 of the following character types: lowercase letters, uppercase letters, numbers, and special characters.

Forgot password link on the login screen and reset password email with Reset Password button.

Forgot password link and reset password email.

Set Your Password screen, Password Changed confirmation screen, and return to the login area.

Set the new password and return to login.

Inactivate a user

  1. Go to the User Info area for the user.
  2. Select the Edit link in the top-right corner.
  3. In Edit mode, go to the Status section.
  4. Switch ON the Mark user as inactive toggle.
  5. Select Save.
Access impact: Once inactive, the user cannot log back into the platform. If they try, they receive a deactivation notice and instructions to contact their CSM for more details.

The deactivation notice says that the user's account has been deactivated and asks them to contact their CSM in order to activate the account.

Edit link on the User Info page and Mark user as inactive toggle switched on in the Status section.

Switch on Mark user as inactive and save.

Deactivation notice shown when an inactive user attempts to log in.

Inactive user login notice.

Reactivate a user

  1. Go to the User Info area for the inactive user.
  2. Select the Edit link in the top-right corner.
  3. In Edit mode, go to the Status section.
  4. Switch OFF the Mark user as inactive toggle.
  5. Select Save.
  6. The user is Active again and can log back in and use the platform.
Important: UBM does not send an email to notify the user that the account is active again.

Edit link on the User Info page and Mark user as inactive toggle switched off to reactivate the user.

Switch off Mark user as inactive and save.

Remove a user from a customer

Remove versus delete: Removing a user only removes that user's access to the selected customer. It does not remove the user from the entire UBM platform.
  1. Select the applicable customer.
  2. Go to Customer Info → Users.
  3. Find the user you want to remove.
  4. Select the trash can icon at the right end of that user's row.
  5. In the Remove User confirmation window, choose whether to send an email notification to the user for this action.
  6. Select Remove.
  7. The user no longer has access to that customer, but continues to have access to any other customers they are assigned to.

Trash can icon on the customer Users tab and Remove User confirmation window with optional email notification checkbox.

Remove a user from a selected customer.

Delete a user from the platform

Permanent platform-level action: Deleting a user removes them completely from the UBM platform. They no longer have access to any of the customers they were previously assigned to.
  1. Go to the Users tab in the left navigation.
  2. Find the user you want to delete.
  3. Select the trash can icon at the right end of that user's row.
  4. In the Delete User confirmation window, confirm the action by selecting Delete.
  5. The user is completely removed from the platform and can no longer access UBM.

Trash can icon on the platform Users tab and Delete User confirmation window.

Delete a user completely from the UBM platform.