Someone left my company, how can I get access to their buildings in Portfolio Manager?

  • Updated

As long as EPA can verify that both accounts are registered under the same company, EPA can transfer the properties (or account) on behalf of the former account owner. Send us a request including both Portfolio Manager usernames and the list of properties you want transferred.

To avoid similar complications and/or delays in the future, EPA strongly recommends creating a corporate account which "owns" all of your company's properties. An administrator can share/unshare properties with employees' individual accounts as necessary. When an employee leaves, this main corporate account can "unshare" with her/him.

Also note - usernames cannot be changed, so select a username based on the organization, not on an individual's name.

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