How to Add a Customer or REP to a Report from Dashboard (Error: Email is Already in Use)

If the Dashboard says the new/corrected email is already in use, that means the customer already has a HomeGauge account with that email address. You will have to add the customer again instead of changing the old information because their new information was already in use. 

Add a Customer or REP to a Report from Dashboard

Step 1: Create a username to add to the report

1. Log into your Dashboard.
   • From your HomeGauge software, click HG Services > My HomeGauge Dashboard.

   OR

   • Visit this link (click here) and enter your username and password, then click Sign In.
2. Find the report you would like to add the Customer or Rep to.
3. Under the report, click + User.
   
4. Click Step 1: Create a username to add to the report.
   
5. If you already know the Customer or Rep username you can click Step 2: Add the username to this report (this may be listed in your Contacts list on the Dashboard or in the software).
   
6. Enter the Username in the HomeGauge Username box
7. Check to set Viewing and Forwarding Permissions
8. Click Add Username

Step 2: Add the username to this report

1. Enter the Username in the box
   
2. Check to set Viewing and Forwarding Permissions
3. Click Add Username

Add Customer or Rep from Software

1. Open the report in your HomeGauge software.
2. Change the customer email, then click Create HG Username.
   
   
3. Leave the box blank and click OK. HomeGauge will match the email with the correct account.
   
4. Re-upload the corrected report and send out the email notification.