Presentation on theme: "Username1 ********* To Sign In, enter your pre-assigned Key Customer User Name and Password in the appropriate fields and click ‘Sign In’. Welcome to the."— Presentation transcript:
username1 ********* To Sign In, enter your pre-assigned Key Customer User Name and Password in the appropriate fields and click ‘Sign In’. Welcome to the Dominion Key Customers Web site tour.
The first time you sign in, you will need to take the following steps: 1.Change your password, 2.Set your e-mail address, and 3.Set your password reset question and answer. These updates will ensure your online account has up-to-date information, and will enable you to use the new ‘forgot your user name’ and ‘forgot your password’ online help. Use your existing Key Customer password in the temporary password field. Your password will need to consist of 7 characters and must include 1 number. An unique e-mail address is required for each user name. This information is used to reset your password.
Individual and company profile information is located under ‘My Profile’. This information is associated only with your online Key Customer account. Click ‘Update’ to change your profile information. Contact your company’s administrator(s) to update company profile information. Your company administrator(s) will be listed in this area. Click ‘Change’ to update your user name or password security question and answer.
Reminder – your profile information is associated only with your online account. Contact your Account Manager to change any billing or service address information. 524 Change the appropriate information and click ‘Save’ to update your user profile.
Complete the required fields and click ‘Submit’ to change your password. ********* ********* *********
Additional features, available for individuals designated as company Administrators, will be previewed later in the online tour. Now, let’s take a look at the Key Customer tab.
Link to the Energy Advisor service and the Dominion Storm Center from the welcome page.
Now, let’s take a look at the options available from the right-hand side - starting with ‘Reports’.
111111111 – Company Headqtrs 1111111111 – Company Headqtrs 222222222 - Main Street Location 333333333 – White Road Location 444444444 – Black Court Location All of your company’s accounts will be listed in the drop down list. To add additional accounts, contact your Account Manager. After selecting an account, use the drop down list to select the desired report. The Interval Data (IDR) and Data Direct reports are not available for all accounts.
Up to 36 months of report history is available online.
444444444 Black Court Location 333333333 White Road Location 222222222 Main Street Location Division One An online account description (Account Name) may be added to make it easier for you to identify your account(s).
Rates Links to the Business Rates and online Glossary, can be found in the Additional Information section.
Links to Dominion’s business rates and an online glossary of terms, can be found in the ‘Additional Information’ section.
The ‘Additional Links’ section contains links to energy and financial industry information that Dominion has identified that may be of interest to you.
Use this link to send an e-mail to your Dominion Account Manager.
This completes the online tour of the Key Accounts Web site for general users. The rest of the tour shows Administrative User features. Click the ‘ESC’ key if you would like to end this tour. Administrative users can: Update the company profile Add new members Manage account groups
From the ‘Group Administration’ tab, Administrators may update the online company profile and add new members. Let’s take a look at the update profile feature first. Reminder – profile information is associated only with your online account. Contact your Account Manager to change any billing or service address information.
0 Change the appropriate information and click ‘Save’ to update the company profile.
To add a new member, complete the required fields then... for a single user click ‘Finish’. for multiple users click ‘Add’ between users, and ‘Finish’ for the last user. Make note of the temporary password and give it to the new user along with their user name. The assigned user will be prompted to change their password on their initial sign in.
To complete the new member setup, click ‘KeyCustomer’ in the ‘Applications’ section.
Select the user(s) under the ‘Available Member(s)’ section, click ‘Add’ to move it to the ‘Enrolled Member(s)’ section, and then click ‘Save’. Jane Doe (testuser2)
Two additional features are available to administrators under the ‘Manage’ area – users and account groups. Let’s take a look at the ‘Users’ functionality.
All group members will be displayed, along with their group role and status. Click the user name of the member you would like to manage.
Assign the user administrative rights. Update the user status. This is the ability to access the company account online. Update the user’s profile information.
Administrators also may manage or establish new account groups. Members of an account group only have access to view the accounts assigned to that particular account group. An ‘account group’ may be a division of your company (e.g. school district, geographic area, etc.), or you may want to give limited access to a Energy Consultant.
If you have any established ‘account group’ names, the group names will appear in the drop down list. To add accounts to an account group, or to edit group members, select a group.
Select the account(s) under the ‘Available Account(s)’ section, click ‘Add’ to move to the ‘Selected Account(s)’ section, and then click ‘Update’.
To add or remove users in an account group, click on the ‘edit membership’ link.
To edit members in an account group: select the user(s), click ‘Add’ or ‘Remove’, and then click ‘Update Membership’.
This completes the online tour. If you have any questions, please contact your Dominion Account Manager for assistance. Click the ‘ESC’ key to exit.