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:
- Go to the Sharing tab
- Select "Share (or Edit Access to) a Property" in the upper left
- Select the number of properties you wish to share
- Select the contact(s) you wish to share with
- 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.
- Select "Share Properties" to finalize
Or watch this video on "How to share properties."
To share a property(ies) with Web Service Providers:
- Go to the Sharing tab
- Select "Share with your Utility or Service Provider for exchanging data" in the upper left
- Select the contact you wish to share with - you can only share with one Web Service Provider at a time
- Select the number of properties you wish to share
- Choose the Sharing option that you need:
- Bulk Sharing - this is the simpler option. You just choose one permission level for all properties and click "Share Properties" to finalize
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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.
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- For each property you will need to select "Apply Selections and Authorize Exchange"
- Then when all properties are complete, click "Share Properties"
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