Tutorial 7
Managing Your Organisation’s Portal Team Account
Step 1.1
From
the
Energy
Infrastructure Portal Home
Page, click the Enter Site
link to access the Portal login
page.
Click to Continue…
Step 1.2
Enter your username and
password and click the GO
button to enter the portal.
Click to Continue…
Step 2.1
Before it is possible for an Electricity Network Operator to
start using the portal, the Network Operator must first be
in possession of a Portal Team Account.
You organisation’s Portal Team Account is made up of
Portal Team Members who play one or more Roles.
Step 2.2
Users must have a Portal Login Account setup before
can beCompany
assigned a role within a Portal Team Account
Click they
the
and link
be a to
member
of that team.
Contacts
configure
your Portal Team Account.
Click to Continue…
Network Operator
Portal Team Account
Portal Team Roles
Team
Coordinator
Application
Viewer
Application
Editor
Representative
Application
Viewer
Representative
Application
Editor
Representative
Point of Contact
Portal Team Members
Portal Login
Account
Portal Login
Account
Portal Login
Account
Portal Login
Account
Portal Login
Account
Portal Login
Account
Please refer to the Contacts page on the Energy
Infrastructure Portal home page for details on who to
contact for a Portal Login Account.
Click to Continue…
Step 3.2
Clicking Search returns
Step 3.1
all the Portal Team
Accounts for which you
have been Contacts
assigned the
The Company
screen allows you to search for
Resource
Coordinator
Portal Team Accounts assigned to your organisation.
Role.
Once the search is complete you may select the Portal
to you
Continue…
TeamClick
Account
wish to edit.
Click to Continue…
Step 3.3
To edit the Portal Team
Members,
and
their
associated Roles in your
Portal Team Account,
click the Edit Contacts
link.
Click to Continue…
Step 4.2
Click the Add Person
button to add a new
member
to
your
organisation’s
Portal
Team Account.
Step 4.1
ClickManagement
to Continue…
The Contact
screen details all members of
your Portal Team Account and their associated Roles.
From this screen new Portal Team Members can be
added to your team and assigned an appropriate Role.
Existing Portal Team Members can also have their Roles
amended.
Click to Continue…
Step 5.1
New Portal
Team Members can be
Step 5.3
assigned to your organisation’s
Team
Account
via the Add
ClickingPortal
the Add
Person
Step
5.2 button
screen.
locatesPerson
the Portal
Login Account
that matches
theaccurately
details youenter
have the
You must
Continue…
specified.
Portal Click
Login toAccount
details
associated with the new member
The of
account
is then associated
your team.
with your team as a new Portal
Team Member.
Click to Continue…
Click to Continue…
Step 7.1
Once a new member has been added
to your Portal Team Account, the
Contact Management screen is
displayed.
Details of the new Portal Team
Member are reflected on this screen.
Click to Continue…
Step 7.3
Step 7.2
Once
all
the
necessary
To assign a Role to the new
administrative changes to your
member of your team, simply
organisation’s
Portal
Team
check the appropriate tick box.
Account have been completed,
you must save the changes by
Click to Continue…
pressing the Save Changes
button.
Click to Continue…
Step 8.1
Once you have saved the
changes made to your team you
can return to your Workbasket by
clicking the Workbasket link.
Click to Continue…
Step 9.1
Click the Log Out Link to
log out of the Portal.
Click to Continue…
End of Tutorial