OptimCE — User guides

You are a manager

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 You are a manager

Home page
You now manage this community: its card shows your new role. Click "Open my community" — its dashboard is no longer a member's.
1. You are a manager

2 The manager dashboard

Dashboard
The dashboard now sums up the whole community. "Things to check" lists what is blocking, with a link to the screen where you fix it; then come the shared energy, the operations and the recent activity.
2. The manager dashboard

3 The "Management" section

Navigation
Your role added the "Management" section to the sidebar: the allocation keys, the members, meters and sharing operations, the community's users and the audit log.
3. The

4 Members, meters, operations

Navigation
"Member manager" groups the community's day-to-day work: "Manage members", "Manage meters" and "Sharing operations".
4. Members, meters, operations

5 Open the members

Navigation
Click "Manage members".
5. Open the members

6 Add and invite members

Members
Here you keep the list of members. "Add" fills in a record; "Invite a new member" sends an email so the person completes it themselves and gets access to their own space.
6. Add and invite members

7 The allocation keys

Navigation
In the "Management" section, click "Key manager".
7. The allocation keys

8 Allocation keys

Allocation keys
An allocation key sets how the shared energy is split between an operation's consumers. "Add" lets you choose between the full form and a step-by-step wizard. The "User guide" offers a detailed tour of each of these screens.
8. Allocation keys

You are a manager

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 You are a manager

Home page
You now manage this community: its card shows your new role. Click "Open my community" — its dashboard is no longer a member's.
1. You are a manager

2 The manager dashboard

Dashboard
The dashboard now sums up the whole community. "Things to check" lists what is blocking, with a link to the screen where you fix it; then come the shared energy, the operations and the recent activity.
2. The manager dashboard

3 The "Management" section

Navigation
Your role added the "Management" section to the menu: the allocation keys, the members, meters and sharing operations, the community's users and the audit log.
3. The

4 Members, meters, operations

Navigation
"Member manager" groups the community's day-to-day work: "Manage members", "Manage meters" and "Sharing operations".
4. Members, meters, operations

5 Open the members

Navigation
Tap "Manage members".
5. Open the members

6 Add and invite members

Members
Here you keep the list of members. "Add" fills in a record; "Invite a new member" sends an email so the person completes it themselves and gets access to their own space.
6. Add and invite members

7 The allocation keys

Navigation
In the menu's "Management" section, tap "Key manager".
7. The allocation keys

8 Allocation keys

Allocation keys
An allocation key sets how the shared energy is split between an operation's consumers. "Add" lets you choose between the full form and a step-by-step wizard. The "User guide" offers a detailed tour of each of these screens.
8. Allocation keys