Installer App: How to create and manage orgs and systems

You can now create new water systems — and the customer organizations that own them — directly in the meter.me Installer App, so you can complete onboarding and installation all in one place.

Who can create systems?

• System Integrator org users with the appropriate permissions can create water systems and, if needed, new customer organizations during that process.
• Self-installers can create water systems but will not see the option to create a new customer organization.

For a full breakdown of roles and permissions, see System Integrator Roles & Permissions for Organizations in meter.me.

How to add a water system

You can add a new system from two places in the app:

From the Systems list:

1. Tap Add System.

2. Tap Select Organization and search for the customer’s organization. Tap it to select.

   - If the organization doesn’t exist yet, tap Add New at the bottom of the screen. Enter the Organization Name and Address, then add an Organization Lead:

     - Enter the lead’s email. If they already have a meter.me account, their details will fill in automatically. Otherwise, enter their First Name, Last Name, and Role.

     - Choose whether to Invite Now or Invite Later.

     - Tap Done to return to the Add System form

3. Enter a System Name.
4. Toggle Use Organization address to use the organization’s address, or tap Enter Address to search for and select a different one.
5. Tap Submit.

From an organization’s details screen:

1. Navigate to any system owned by that organization, then tap the … menu in the upper right and select Organization Details.
2. Tap Add System.
3. The organization will be pre-selected. Enter a System Name.
4. Toggle Use same address or tap Enter Address to set the system’s location.
5. Tap Submit.

After the system is created, you’ll be taken directly to that system’s device list, where you can start adding components right away.

*** The system’s timezone is assigned automatically based on the address you enter — you don’t need to set it manually. It will be visible in the system details view.

*** If you’re creating a new organization, it won’t be saved until you tap Submit — both the organization and the system are created together at that point.

How to view and edit system or organization details

From within any water system, tap the … menu in the upper right. From there you can access:

• System Details — view the system’s name, address, and System ID.
• Organization Details — view the owning organization’s name, address, and Organization ID.

Tap the copy icon next to any ID to copy it to your clipboard.

Tap any editable field — Name and Address can both be updated. (Don't forget to save your changes!)

How to remove a system

1. Navigate to the system and tap the … menu in the upper right.
2. Select System Details, then tap Remove.
3. Confirm when prompted.

*** A system must have no devices associated with it before it can be removed.