Applying for Access
Via the ‘Settings’ screen, in the 'General Info' > 'Company Profile' section , users can see our 3rd Party Service Providers and apply for access to to their service.
Users can click any of the service providers and follow the instructions for gaining access. Under the ‘Application Status’ hyperlink the user can see the state of their application, either: ‘Click here to apply’, ‘Your application is being reviewed', and ‘Your application has been approved’.
Note: Service Providers have different types of requirements for approving and interacting with users via the Energy Toolbase platform. In some cases, the Service Provider may require that a user sign and accept a Dealer Application before approving them to use their service. The requirements, terms and conditions in that Application are between the Service Provider and user.
Resource Guides on our Service Provider integrations:
- CPS America