How do I create a group (and edit or delete one)?

Groups can either be private–visible only to their creator–or shared with everyone in your organization. Optionally include every submeter, or a subset of submeters from within one building.

Click through the folder icon on the lefthand-side navigation column to create a new group or edit an existing one.

Three steps to create a group

1. Select the open folder icon on the left hand side toolbar and click the blue Create a new group button
2. Name your new group and optionally select the checkbox for sharing
3. Manage group meters by selecting the checkbox next to each meter’s name (use the search box to filter your list)…and don’t forget to click the Save group button!

Editing and deleting a group

Mistakes happen, and things change. Thankfully, editing and deleting groups is easy.

To edit a group:

1. Select the open folder icon on the left hand side toolbar choose the group from Meter groups menu that opens up.
2. Click the pencil icon at the right of the Group name towards the top of the page…and don’t forget to click the Save group button.

To delete a group:

1. Select the open folder icon on the left hand side toolbar choose the group from Meter groups menu that opens up.
2. Click the trashcan icon at the right of the Group name towards the top of the page and confirm this choice with the Yes, delete it button.

Once you delete a group, it can not be recovered. Recreating it, of course, is always an option!