Browsing a Partner
If your account is at the partner level, the Home tab opens your partner view - a summary of everything across your portfolio and a full list of the accounts you manage.
Written by Shir Goldstein
Updated at June 11th, 2026
Table of Contents
The Summary Section
At the top of the partner view, the Summary section shows portfolio-wide KPI cards:
- Accounts - total number of accounts under this partner
- Sites - total sites across all accounts
- Bridges - total bridges; cards with offline devices show the offline count in red
- Sensors - total sensors
- Ext. meters - total external meters
- Deployed devices - total deployed devices
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The Accounts List
Below the summary, the Accounts section lists every account under your partner.
Each row shows:
- Account name
- Site count, bridge count, sensor count, device count, and managed load in kW
Use the Filter accounts bar to search by name. Tap the sort icon to open the Sort By sheet - choose from Account name, Data inputs, Bridges, Sensors, or Managed load. Tap a selected option again to reverse the sort order (ascending ↔ descending).
Accounts You're Not Assigned To
Some accounts may appear in the list but be grayed out with the note "You're not the assignee for this account." These are accounts visible to your partner but not currently assigned to you. You cannot tap into them.
Contact your administrator if you need access to one of these accounts.
Drilling Into an Account
Tap any active account row to open it. You'll see the account view with its Sites and Energy Insights tabs.
Tap Back to return to the partner view.