How to Share plant with customer

Created by Lee Dobson, Modified on Fri, 14 Nov at 8:25 AM by Adrian Lois Moreno Dupont

  • Log in to the portal.

  • Click on “Plant List” under the My Plants tab.

  • Search for the Plant Name
    (Case sensitive)

  • On the far-right column under More, click the three white dots and select Share.

  • You will now see all accounts that currently have access to the plant, along with their role permissions.

  • To add a new account:

    • Click Add Account

    • Enter the customer's email address

    • Select the desired role

    • Click Confirm

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