Energy Producer Admin
Guides for Energy Producer admins. Learn how to set up your company, locations, users and permissions, and invite the Service Providers you work with.
- Build fieldsets and attach them to activities
- Create fields and option lists
- Custom fields overview
- Find and Filter Jobs
- Approving and Rejecting Jobs
- JSON Export: Unlock Deeper Insights in Your Job Data
- Forms
- Rate Agreements
- Connections/Managed Companies
- Resources
- Activities
- Cost Centers
- Locations
- Divisions
- Managing Users and Roles
- Energy Producer Admin User Guide
- Creating, Canceling, and Archiving Jobs
- How to Download Analytics Charts?
- Users
- Logging In and Resetting Your Password Desktop and Mobile
- Roles