Versions Compared

Version Old Version 4 New Version Current
Changes made by

Rafael Gonzalez

Sarah Jane Salvatierra

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Homeowners will typically contact us for this reason when they have multiple jobs under their name but with a different addressaddresses, or different metermeters, therefore support must be able to guide them on how to view this information under the same Log in Access

...

Step

Action

1

  • After verifying the customer; Take note of the Homeowner’s Name

2

  • Access the “MyEverbright” Portal by using your Everbright credentials

image-20240823-131706.pngImage Removed

image-20250128-163520.pngImage Added

3

  • Once you are in, you will need to type the homeowner’s name into the search box , so the screen will show you the accounts registered under that name

image-20240823-132753.png

  • Make sure both accounts belong to the same user by checking if the registered Email address matches

Info

If you are able to confirm this information now you just need to guide the Homeowner on how to visualize both accounts through MyEverbright (Proceed with step 4)

image-20240823-133316.pngImage Removedimage-20250128-165011.pngImage Added

4

  • Select any of the showed shown results, this will show you the Homeowner’s Profile. Then click on “Impersonate”

Info

Impersonating the account will allow you to have the same view that the Homeowner has in their account

image-20240823-133939.pngImage Removed

image-20250128-165202.pngImage Added

5

  • Tell Ask the Customer to Login Log into their MyEverbright Portal.

  • Once in there, all they need to do is locate the little drop down menu in the upper right cornerdropdown menu

Info

They will click in there and it will allow them to navigate between one account and another

image-20240823-135527.pngImage Removed

image-20240823-135722.pngImage Removed

image-20250128-165906.pngImage Added

...