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How do I transfer my Smart System to another user?
Scenario 1: Contractor has setup system and needs to transfer to building owner.
Scenario 2: Building has been sold and previous owner needs to transfer to new owner.
Scenario 3: User needs to change email address.
Current User
- Select "Users" from the "Users and Permissions" menu
- Click the plus (+) icon to add a user
- Enter the new user email address
- Select "Owner" access level
- Click the "Send invitation" button
New User
- Have the new user click on "Get Connected" button in the invitation email.
- Enter a new password and confirm.
- Click "Save New Password" button.
- When the "saved" dialog pops up, click the "Return to login" button.
- Sign in to the app.
- Update your profile settings.
- A "Success!" dialog will appear stating that you now have access to the system.
- Click on "View now" button.
- Remove access from the other user.
- Select "Users" from the "Users and Permissions" menu
- Click the "more" (···) menu to the right of the appropriate user and select "Remove access".
- Confirm that you want to remove access by clicking the "Yes" button.