Sharing Properties and Meters

In order to Fort Collins Utilities to push usage data to your Portfolio Manager account, you need to share your Properties and Meters with Fort Collins web services. This tutorial assumes you've already connected your account and can login to your building owner dashboard.

Click here to log in to your Portfolio Manager account homepage

Log in to your Portfolio Manager account, then click the "Sharing" tab.

Click "Share (or Edit Access to) a Property".

Select which Properties you'd like to share in the first dropdown. The options are one, multiple, or all. If you select one or multiple, select the specific Properties. Next, select "Fort Collins Utilities Web Services" as the service for which you'd like to share access. Finally, select "Personalized Sharing & Exchange Data" and click Continue.

Select the toggle in the "Exchange Data" column for each Property. This will bring up a pop-up where you can set the individual permissions for that Property (see next step).

In the pop-up, select "Read Only Access" for your property information and "Full Access" for any energy and water meters that represent whole building usage. All the other permissions are not needed and can be set to None or No. If you don't have a energy or water meter that respresents whole building, cancel this process and go back to your property and add energy and/or water meters that represent whole building usage. When you're done selecting permissions, click "Apply Selections & Authorize Exchange".

The pop-up should disappear, and the Exchange Data toggle for that Property should now be filled in with and "Edit" beside it. Repeat steps 5 and 6 for all the properties for which you need to share access. When you're done, click "Share Property(ies)" at the bottom to finalize the sharing process.

That's it! You should see a confirmation message that you shared access to your properties and meters with Fort Collins. You can now go to your building owner dashboard and re-sync, and your shared Properties and Meters should show up.


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