You can add two types of users to the PEAK platform:
Your account must have administrative privileges in order to add companies and users to PEAK. Contact your client admin or CIM Support if you are trying to add a user.
Client Users
Have access to all sites belonging to the same Client Company including:
Access to PEAK Actions, Charts and Rules
Access to all PEAK reporting dashboards, energy monitoring, thermal comfort, rules etc
Visibility to other sites under the same Client
Ability to add and remove Contractor Users to sites (limited to admin users)
Example Client Users
Building operators and their managers, sustainability stakeholders and internal analysts.
Creating a new Client User
Go to Admin > Clients > Search for client company name > Select Users icon
Click Create User to create a new user
Enter user details and uncheck the box "Send E-mail to User" before clicking Create
Once the new user is created click the "Set Password" action icon to set a new password for your user
Enter a password for your new user and click Set Password.
Open the welcome email template link (open welcome email template link) and fill in the new users email and password in the fields outlined and click Send.
Adding a Client User to your site
Go to Sites > Search for your site > Click View Site icon (eye icon)
Click Edit button in Site Data control > Scroll down to Clients select field > Add Client company if not already added. If a Client company is added to a given site then all Client users associated with that company will have access to that site.
To be able to assign a Client user to a PEAK Action that user must be given Ticket Boards Access. After adding the Client company to the site, scroll down to Ticket Boards Access > Select Add Client user to Site next to Client Name > Select the user > Click Update.
Turn on comment notifications
Comment notifications are disabled by default. To turn them on click on Notifications to open notification settings for the site.
Click Edit > Find your user > Select notifications drop down All New Comments > Click Update
Contractor Users
Have limited access to individual sites including:
Access to PEAK Actions, Charts and Rules
Limited access to individual sites they have been added to by admin Client Users
Example Contractor Users
Mechanical and BMS contractors, account managers and their service technicians.
Creating a new Contractor User
Go to Admin > Contractors > Search for contractor name > Select Users icon > Create User
Follow same steps as adding a client user above (link).
Adding a Contractor User to your site
Go to Sites > Search for your site > Click View Site icon (eye icon)
Scroll down and open the Contractors control > Click Edit > Select from dropdown to Add Contractor Company or Add Contractor to Site
Comment notifications are disabled by default. To turn them on click on Notifications to open notification settings for the site (see link above).