Create, configure and manage an account

In this article, we will explain how to create, configure and manage your accounts in the Energy Management Platform:

• "Account Management" section
  1. Create an account
  2. Upgrade an account
  3. Renew an account

"Account management" Section

To enter this section you need to have SuperAdmin permissions.

You can access the section either through the option that appears clicking on the top right corner button:

or clicking in the icon thaat appears in the main screen with your accounts:

This menu is divided into three zones: “Active accounts”, “Expired Accounts” and “Applications”. 

• The “Active accounts” area shows a list of all accounts contracted
• You can view your expired accounts under “Expired accounts”. 
• The “Applications” area contains all applications pending approval of sales department, such as new accounts, account extensions, upgrades, etcetera.  

1. Create an account 

We request a new account for the project by clicking on “Create a new account” and filling out the information on our new project: 

• Account’s name 
• Customer’s name 
• License: choose your account's license
• Data Points: write the number of DP you need to contract
• Bill Management - (Pods): you have to indicate the type of license and the number of meters in real time (RtM) and additional Pods. 
• Period: number of months you will want to create the account
• Sector: specify the sector of the account 
• SMS credits: number of SMS messages we want to buy. The SMS are very useful because they enable real-time alerts 
• RTC lines: the number of electrical meters that are going to be monitored via regular remote reading, which entails calling retrieving consumption data from the modem every 24 hours. (Only available in Spain)
• Domain associated with emailing: if you have a custom domain choose yours
• Comment: if you want to write any comment

Once we have filled all the blanks, we click on “Create a new account”. This will generate an application to sales department for review and approval. 

2. Upgrade an account

• Upgrade the number of Mtr or DP available to use
• Upgrade the license

2.1 Upgrade the number of Mtr or DP

To do so, we will have to click Upgrade on the right of the account that we want to upgrade.
When we do this, a page will appear to expand the services of the account. 

Mtr

If the account is billed by Mtr, there we have to select the number of Mtr and the Bill management (PODs) that we want to add to the ones that the current licence of this account has by default. We can also buy SMS credits and add Comments. Finally, we must click Extension request to do the request to the sales department.
 

DP

If the account is billed by DP, there we have to select the number of DP and the Bill management (PODs) to add to the ones that the current licence of this account has by default. We can also buy SMS credits and add Comments. Finally, we must click Extension request to do the request to the sales department.
 

2.2 Upgrade the license

To do so, we will have to click Plan on the right of the account.
When we do this, the next page will appear to expand the services of the account (in this case we want to upgrade a Starter DP license).
  

3. Renew an account

Energy Management Platform accounts are good for one year. The Platform will inform you by email a month prior to account expiration to remind you to renew. You will receive another reminder a week before your account expires and a final notice the day of the account expiration. 

We will have to click "Renew" in order to maintain our DEXCell Energy Manager account. 

For that, we log in to the Platform with a SuperAdmin user and we access to "Account Management" menu.

• The "Active accounts" area shows a list of all accounts contracted
• Under the "Expired accounts" area, you can view your expired accounts
• The "Applications" area contains all applications pending approval of sales department, such as new accounts, account extensions, upgrades, etc. 

In order to renew an account, just click on "Renew".