Change the DER of a company

You can change either the name of the DER that appears on various reports, or edit the person who receives email reports for the company.

Step 1. Change the name of the DER that appears on reports

  1. Click "Groups" on the main navigation.
  2. Find and select the company you would like to change the DER for.
  3. Take note of the "primary location" for the company.
  4. Click on the "locations" link.
  5. Click on the primary location.
  6. Change the primary contact for that location.

Step 2. Change who receives email reports for the company

  1. Click "Groups" on the main navigation.
  2. Find and select the company you would like to change the DER for.
  3. Click the "Notifications" link on the company page.
  4. Click the "New Subscription" button.
  5. Type the first few letters of the new DERs name. If the name does not appear, you will first need to add the DER as a new person.
  6. Check the boxes by notifications to determine which report you would like the DER to receive.
  7. Hit "Save."

Check out the video tutorial for changing a company's DER.