Transcript Key Customer Tour

Welcome to the Dominion Key Customers Web site tour.
username1
*********
To Sign In, enter your pre-assigned Key Customer User
Name and Password in the appropriate fields and
click ‘Sign In’.
The first time you sign in, you will need to take the following steps:
1. Change your password,
2. Set your e-mail address, and
3. Set your password reset question and answer.
Use your existing Key Customer
password in the temporary
password field.
Your password will need to consist
of 7 characters and must include 1
number.
An unique e-mail address
is required for each user
name.
This information is
used to reset your
password.
These updates will ensure your online
account has up-to-date information, and
will enable you to use the new ‘forgot
your user name’ and ‘forgot your
password’ online help.
Individual
and company
profile
information is
located under
‘My Profile’.
This
information is
associated
only with
your online
Key Customer
account.
Click ‘Update’ to change your
profile information.
Click ‘Change’ to update your user
name or password security
question and answer.
Contact your company’s
administrator(s) to update
company profile information.
Your company administrator(s)
will be listed in this area.
Reminder –
your profile
information
is associated
only with
your online
account.
Contact your
Account
Manager to
change any
billing or
service
address
information.
Change the appropriate
information and click
‘Save’ to update your
user profile.
524
*********
*********
*********
Complete the required
fields and click ‘Submit’
to change your password.
Now, let’s take a look
at the Key Customer
tab.
Additional features,
available for
individuals designated
as company
Administrators, will be
previewed later in the
online tour.
Link to the Energy Advisor service and the
Dominion Storm Center from the welcome page.
Now, let’s take a look at the options
available from the right-hand side starting with ‘Reports’.
111111111 –– Company
Company Headqtrs
Headqtrs
1111111111
222222222 - Main Street Location
333333333 – White Road Location
444444444 – Black Court Location
All of your company’s
accounts will be listed
in the drop down list.
After selecting an
To add additional
account,
use the drop
accounts,
contact
down
list to
selectyour
the
Accountreport.
Manager.
desired
The Interval Data (IDR)
and Data Direct reports
are not available for all
accounts.
444444444 – Black Court Location
Up to 36 months of
report history is
available online.
A printer friendly version of each
online report is now available.
222222222
Main Street Location
333333333
White Road Location
444444444
Black Court Location Division One
An online account description (Account
Name) may be added to make it easier
for you to identify your account(s).
Links to Dominion’s
business rates and an
online glossary of terms,
can be found in the
‘Additional Information’
section.
The ‘Additional Links’ section contains
links to energy and financial industry
information that Dominion has
identified that may be of interest to you.
Use this link to send an e-mail to
your Dominion Account Manager.
This completes the online tour of the Key Accounts Web
site for general users.
The rest of the tour shows Administrative User features.
Click the ‘ESC’ key if you would like to end this tour.
Administrative users can:
Update the company profile
Add new members
Manage account groups
Reminder –
profile
information
is associated
only with
your online
account.
Contact your
Account
Manager to
change any
billing or
service
address
information.
From the ‘Group
Administration’ tab,
Administrators may
update the online
company profile and
add new members.
Let’s take a look at
the update profile
feature first.
0
Change the
appropriate
information and click
‘Save’ to update the
company profile.
To add a new
member,
complete the
required fields
then . . .
for a single user
click ‘Finish’.
for multiple
users click ‘Add’
between users,
and ‘Finish’ for
the last user.
Make note of the
temporary password and
give it to the new user
along with their user
name.
The assigned user will be
prompted to change their
password on their initial
sign in.
To complete the new member
setup, click ‘KeyCustomer’ in
the ‘Applications’ section.
Select the user(s) under the
‘Available Member(s)’ section,
click ‘Add’ to move it to the
‘Enrolled Member(s)’ section,
and then click ‘Save’.
Jane Doe (testuser2)
Two additional features are available to
administrators under the ‘Manage’ area –
users and account groups.
Let’s take a look at the ‘Users’ functionality.
All group members
will be displayed,
along with their
group role and
status.
Click the user name of the member
you would like to manage.
Assign the user administrative rights.
Update the user status. This is the ability to
access the company account online.
Update the user’s profile information.
Administrators also may manage or establish
new account groups.
Members of an account group only have
access to view the accounts assigned to that
particular account group.
An ‘account group’ may be a division of your
company (e.g. school district, geographic
area, etc.), or you may want to give limited
access to a Energy Consultant.
If you have any established ‘account group’
names, the group names will appear in the
drop down list.
To add accounts to an account group, or to
edit group members, select a group.
Select the account(s) under
the ‘Available Account(s)’
section, click ‘Add’ to move to
the ‘Selected Account(s)’
section, and then click
‘Update’.
To add or remove users in an
account group, click on the
‘edit membership’ link.
To edit members in an
account group: select the
user(s) , click ‘Add’ or
‘Remove’, and then click
‘Update Membership’.
This completes the online tour.
If you have any questions, please contact your Dominion
Account Manager for assistance.
Click the ‘ESC’ key to exit.