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Hierarchy

Users can leverage powerful features for organizing and managing properties across portfolios of all sizes in a multi-tiered hierarchy that allows data to be analyzed at different resolutions. Hierarchy (2)

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User Access

Users can be provided access to any level of the above hierarchy. Once logged in, they can also access all the levels below. e.g. If a user is provided access to an Account - Portfolio, they can access all groups, properties and meters associated with the Account - Portfolio.
  • After logging in, users with access to a single account will automatically land in their Account - Portfolio. From there, they can access all properties and groups within their account.
e.g. If a user is provided access to an Group - Portfolio, they can access only properties and meters associated with that specific Group - Portfolio.
  • After logging in, users with access to a single group will automatically land in their Group - Portfolio. From there, they can access all properties within their group.
e.g. If a user is provided access to an Property, they can only access that property.
  • After logging in, users with access to a single property will automatically land in that property.
  • Users with access to multiple, independent properties will land on a dashboard page with a list of all properties to which they have access.

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Groups

Users with Account - Portfolio access can create groups to help organize their properties. Properties can be organized into groups based on geography (e.g. region), property type (e.g. office) or any other attribute (e.g. GRESB fund, BPS policy). This enables quick and targeted views of group-level performance trends, analytics and reports.
Properties can belong to multiple groups at once.
Multiple Groups

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Viewing Groups

To view all groups and navigate to a group
  • At the Account - Portfolio level, click the groups link in the top banner. Group 1000002820
  • This will open a sidebar with a list of all groups in the account
  • Click a group name in order to jump to the group

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Creating a Group

To create a new group
  • At the Account - Portfolio level, click the groups link in the top banner
  • This will open a sidebar with a list of all groups in the account
  • Click the Create Group button
    • Enter a name for the new group
    • A list of all properties in the account will be be displayed
      • Use the dropdown filters if desired to filter the list of properties by a selected attribute
      • Use the search bar to find a specific property in the account
        The list will display 10 properties at a time. Use the pagination links below the table to go through larger lists.
    • Select each property that you would like to add to the group by checking the box
  • After selecting all properties to include, click Save below the table
  • The new group will show up in the list of all groups

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Editing a Group

To edit an existing group
  • At the Account - Portfolio level, click the groups link in the top banner.
  • This will open a sidebar with a list of all groups in the account
  • Hover over the row containing the group that you would like to edit
    • Click on the edit icon that appears
    • Edit the group name if desired
  • A list of all properties in the group will be be displayed
    • Uncheck any properties that you would like to remove from the group
    • To add new properties from the account
      • Uncheck the box that says View only properties selected
        • This will display all properties in the account with properties in the group selected with the checkmark
        • Select each property that you would like to add to the group by checking the box
  • After editing the list of properties that you would like to include, click Save below the table

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Deleting a Group

To delete an existing group
  • At the Account - Portfolio level, click the groups link in the top banner.
  • This will open a sidebar with a list of all groups in the account
  • Hover over the row containing the group that you would like to edit
    • Click on the trash icon that appears
  • Once confirmed, the group list will no longer show the deleted group

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How-To Recording: Creating & Editing Groups

See how to view, create and edit groups within an account.