Account Management

3 Minute Read

| Introduction

This section allows you to edit account details, view role details, set notifications for alerts, change password, and transfer ownership to other users.

| Editing Account Details

• Navigate to the Account Management section.

• Click Account Details.

The Account Details page is displayed.

With the Carrier system adopting to the globalized usage, the system lets the user to set the preferred units with which the data is displayed in the portals and apps.

Below table explains the additions in the user management section for the setting the user preferences.

• Select the required in the following fields as the part of user preference management:

Field Name	Description	Unit in drop down
Temperature	Select the preferred unit for the parameter Temperature.	℃, ℉
Energy Consumption	Select the preferred unit for the parameter Energy Consumption.	kWh, kBTU, tonrefh, GJ
Airflow Volume	Select the preferred unit for the parameter Airflow Temperature.	cfm, m3h, L/min, L/s
Air Pressure	Select the preferred unit for the parameter Air Pressure.	inH2O, mmH2O, cmH2O, Pa
Water Pressure	Select the preferred unit for the parameter Water Pressure.	bar, psi, kPa
Water Flow	Select the preferred unit for the parameter Water flow.	gal/min, m3h, L/min, L/s

• Make the necessary edits.\
• Click Update.

A message that the account details are successfully updated appears. 

| Viewing Role Details

• Navigate to the Account Management section.
• Click Role Details.

         The Role Details screen is displayed.

| Managing Notifications

• Navigate to the Account Management section.
• Click Notification Management.

         The Notification Management screen is displayed.

• Select a site from the from the dropdown list.
• Select the type of notification you want to receive by enabling the checkbox.

A message that the notification preferences are set successfully appears.

| Changing Password

• Navigate to the Account Management section.
• Click Change Password.

  The Change Password screen is displayed.

• Type the current password.
• Enter the new password and confirm the new password. Password must be at least 6 characters long and must contain at least one uppercase letter and one special character.
• Click Update.

A message that the password is successfully updated appears.

Notes:

• This feature is available only if you chose password-based login mechanism.
• A change of password will effectively log you out from all active sessions across devices needing you to re-login everywhere.

| Transferring Building Ownership

Using this feature, the Facility Manager can transfer his/her sites to the Organization Manager, who can later assign it to someone else or ask to transfer them directly to someone within the organization.

• Navigate to the Account Management section.
• Click Transfer Ownership.
  
  The Transfer Ownership screen is displayed.
  
  
  

This lists out all sites where the primary Facility Manager are.

• Select the sites that you want to transfer.
• Click the Transfer to dropdown and select the user to whom you want to make the transfer.
• Click Transfer.

A message that the ownership is successfully transferred appears.

Note:  While you still have access to these sites, you are no more the primary manager for these.