How do I share properties?

In order to share properties with others, you need to be connected with them (via Method 1 in this FAQ: How do I add a contact?).

Next, you need to determine if you are sharing with a regular user or a Web Service Provider. (Web Service providers will be designated as such on your Contacts page 

To share a property(ies) with regular users:

1. Go to the Sharing tab
2. Select "Share (or Edit Access to) a Property" in the upper left
3. Select the number of properties you wish to share
4. Select the contact(s) you wish to share with
5. Choose the Permission you wish to grant to the new user(s). If you are selecting different permissions for the properties/contacts, you will need to choose these separately.
6. Select "Share Properties" to finalize

Or watch this video on "How to share properties."

To share a property(ies) with Web Service Providers:

1. Go to the Sharing tab
2. Select "Share with your Utility or Service Provider for exchanging data" in the upper left
3. Select the contact you wish to share with - you can only share with one Web Service Provider at a time
4. Select the number of properties you wish to share
5. Choose the Sharing option that you need:
   1. Bulk Sharing - this is the simpler option. You just choose one permission level for all properties and click "Share Properties" to finalize
   2. Personalized Sharing - this is more complex. You will need individually share each property and each component of each property, including each meter. If you have a lot of properties and meters, this could be time consuming. 
      1. 1. For each property you will need to select "Apply Selections and Authorize Exchange"
         2. Then when all properties are complete, click "Share Properties"