Accessing a Customer's Widgets

Customer Service Representatives with the proper permissions can access a centralized widget gallery to view all embedded Digital Self Service - Energy Management widgets associated with a customer. You can then see and interact with a widget just as a customer would, and more effectively troubleshoot and answer questions.

Note:

The widget gallery is only available for utilities that have embedded widgets as part of the Digital Self Service - Energy Management Cloud Service.

To access a customer's widgets:

1. Sign in to the Customer Service Interface.
2. Find and open the customer's account.
3. On the customer's account page, in the Actions area, click Widget Gallery. A new tab in your web browser opens.
4. In the Permissions Confirmation area, click Proceed.
5. Use the navigation to locate the widget you want to view. Depending on your setup configuration, widgets are organized:
   • Using a single, ordered list.
   • Using a View By drop-down list. If this drop-down list is available, widgets can be ordered as follows:
     • Widgets (A-Z): A single, ordered list of all widgets.
     • Website Pages (A-Z): A listing of pages in alphabetical order which includes any widgets available on each page.
     • Hidden (A-Z): A single, ordered list of widgets that are hidden from the other two options. Hidden widgets can be reviewed if customers provide a different experience for a widget than is encountered by a CSR. A hidden version of the widget can provide the unique scenario the customer is experiencing for a widget.

Note:

If you and the customer are viewing a widget at the same time, any changes made are preserved for the last person that completes their updates.