Managing Guest Users

As a CSR, you can help customers create and manage guest users that can access the customer's utility account.

Inviting Guest Users

As a CSR, you can help customers invite guest users to access their utility account.

To invite a guest user:

  1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
  2. While masquerading as the customer, select Manage Web Account. The customer's web account information is displayed.
  3. From the Connected Accounts area, select Add Guest User for the account to invite guest users to.
  4. Complete the contact information for the guest user. You must also select the level of access granted to the guest user. Select an option from the Access Level drop-down list to learn more about what permissions the access level provides the guest user.
  5. Select Add Guest User to complete the guest user invitation. A notification is sent to the email address you provided for the guest user, providing the guest user with a link to accept the invitation.

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Removing Guest Users

As a CSR, you can help customers remove guest users from their utility account.

To invite a guest user:

  1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
  2. While masquerading as the customer, select Manage Web Account. The customer's web account information is displayed.
  3. From the Connected Accounts area, select the Guest Users expand to display the guest users for an account.
  4. Select Remove Guest User to remove the guest user from the account. Select Remove Guest User again to confirm the removal. The guest user is removed from the account. The guest user is not provided notification that they have been removed from the account.

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Modifying Permissions for Guest Users

As a CSR, you can help customers modify the level of access for guest users on their utility account.

To modify permissions for a guest user:

  1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
  2. While masquerading as the customer, select Manage Web Account. The customer's web account information is displayed.
  3. From the Connected Accounts area, select the Guest Users expand to display the guest users for an account.
  4. Select Change Access Level for the applicable guest user account.
  5. From the Access Level drop-down list, select the access level to apply for the guest user.
  6. Select Save to save any changes.

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