A Client is representative of your customer.
For information about creating client and/or site contacts, see Working with Contacts.
Create a Client
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Select the App Drawer icon.
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Select Architect.
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From the Architect home screen, at the top of the tree, select the New Entity button.
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Select Client from the drop-down menu.
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Fill in the following required fields:
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Client Name
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Business Type
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Search for Address - Enter the physical rooftop address. We will fill out the remaining address fields.
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Select Create.
Edit a Client
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Select the App Drawer icon.
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Select Architect.
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On the Architect home screen, expand Company to display a list of clients.
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Select the client you'd like to edit.
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Locate the Client Action panel.
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Select Edit Client Info.
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Edit intended fields.
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Select Save.
Delete a Client
Deleting a client will also permanently delete any child records associated with the client. This includes sites, systems, equipment, sensors, and client/site contacts.
To delete a client:
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Select the App Drawer icon.
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Select Architect.
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On the Architect home screen, expand Company to display a list of clients.
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Select the client you'd like to delete.
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Locate Client Actions
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Select Delete Client.
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Confirm the deletion by typing Delete in the text field provided.
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Select Delete.