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10/29/2015

How to authorize multiple accounts

From your dashboard, click on "My Customer Portal":
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On the My Customer Portal screen, click on "Prefill Form":
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Enter the email, utility and name of the accounts you would like to receive authorization for:
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Enter as much information as you have for the first account (this saves your customer time entering data that you already know). When you're done, click:
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Click "Add Another" to display an additional registration information input section:
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Enter the additional login information.
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Repeat until all accounts have been entered.

Click on "Save" to save your prefilled form:
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Either copy the link provided, or click on "Email Prefilled Link" to send the link to your customer:
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