In order to link a Building X account with an existing account in Navigator, carry out the following instructions:
Detailed information on Navigator is available in Navigator User Documentation.
- The Energy Manager license is activated in Accounts.
- You are a Navigator Administrator.
- You have created the SBS customer in Navigator.
- Log in to Navigator as a Navigator Administrator.
- Go to Administration > My Customers.
- The My Customers table opens.
- Select the customer's Navigator Account.
- Select Link with SBS Customer.
- The Link with SBS Customer dialog opens.
- Make sure that your customer is selected in the SBS Account dropdown list.
- In the Re-type SBS account field, type in the customer’s name again to acknowledge that the Navigator account data is permanently overwritten.
- Select Link accounts to confirm the pending linking.
- When the procedure is done, the customer's status changes indicating that their Building X account is successfully linked with their Navigator account.
Unlinking a customer account
To unlink a customer account from Building X, carry out the following steps:
- Log in to Navigator as a Navigator Administrator.
- Go to Administration > My Customers.
- The My Customers table opens.
- Select the customer's Navigator Account.
- Select Unlink.
Removing the Building X customer link does not affect already synchronized data.