What is an Organization? A guide for meter.me partners
An Organization groups users and systems together. This makes it easier to manage your customers and their systems.
Every partner (or systems integrator) and customer/end user will have one or more organizations associated with their account and system(s).
As a systems integrator, you’ll be able to create customer organizations and systems within them when you deploy a new meter.me site. Most customers will only have one system under their customer organization.
You and your team will be able to view and manage all of your customers’ organizations and systems without inviting each team member to each individual system.
When you log in, you’ll be able to select your organization. The organization list will show each organization you are part of, along with your role within that organization. You will not belong to your customers' organizations, but you will be able to manage them from within your main System Integrator organization.
Once you’ve selected your System Integrator organization, there are several things you can do:
- Access new administrative reports
- Utilize the enhanced global search
- Onboard new System Integrator team members with one invite
- Create organizations for your customers and invite users to them
- Create water systems within customer organizations
- View and manage your customers’ organizations and systems
VIDEO WALKTHROUGH
Click to watch this helpful walkthrough of how to onboard a customer using the meter.me web app (web.meter.me)
ROLES AND PERMISSIONS
System Integrator partner roles and permissions can be found here
Customer/end-user roles and permissions can be found here
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