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User Accounts

Users require an account in Netstream before they can access the system. Use the Admin > User Accounts screen to add, modify or remove an account for other team members in your organisation.

Roles

Note:

This section applies to other team members in your organisation who need access to Netstream and not to customers of s Retailer.

User accounts are associated with a role which affects what operations can be performed. The roles are:

  • Ops Manager - For system administrators
  • Retailer Admin - For users who are administrators within your organisation and where your organisation acts as a utility Retailer.
  • Retailer - For users within your utility Retailer organisation. It is recommended that all new users have this role.
  • Customer - Typically tenants or the consumer of utility services offered for sale by a Retailer.

Note:

User account administration can only be performed by Retailer Admin and Ops Manager roles

User account administration works on a delegated authority model. If you as a user are an Ops Manager or Retailer Admin then you can create another user account at or below your own role. A Retailer Admin manages all the user accounts for a Retailer.

How to add a new user account

Retailer Admins can add and remove user accounts in Netstream.

  1. On the User Administration screen, click Add
  2. Fill in the user's details in the pop-up dialogue box. The email address entered here will be the one the user signs in with
  3. Choose the role, either Retailer or Retailer Admin. Be aware that a Retailer Admin has greater access rights than a Retailer, including the ability to create and delete further accounts in the system.
  4. Click Update

This last step starts the user on-boarding process. The new user should follow the instructions documented in Setting up your account for the first time to set up the account and sign in.

Finally, on the User Entitlements page set the usage point groups that the user account can access as discussed above.

How to modify or remove a user account

On the Admin > User Accounts screen search for the user account using the grid filters.

Click pencil to edit a user's account details. You cannot change the email address of a user. If the user has a new email address then delete the account and create a new one. You can, however, change a user's role between a Retailer and a Retailer Admin.

If a user leaves your organisation then remember to remove access to the system by deleting the user account. Click the x button to delete a user account and remove access to the system entirely.

Entitlements

Ensure you correctly set the User Entitlements for each user account you administer to precisely what is required.

By default, new users are granted access to all usage point groups that you can access.

Password management

To change your password please see My Settings.