Get Started

This guide will help you sign up, log in, and navigate the platform with ease. Whether you are a Buyer or a DRE Project Developer, you’ll find clear instructions, useful tips, and troubleshooting advice to ensure a smooth experience.

Introduction

Our platform is designed to meet the specific needs of both Buyers and DRE Project Developers:

• Buyers can manage reservations and view digital certificates.
• DRE Project Developers can manage their energy generation devices and record meter reads.

In addition, all users can manage their organization settings, ensuring that team members and permissions are correctly maintained.

Signing Up

All new users follow the same registration process. The only difference occurs during the Organization Information step, where you must select the appropriate organization type:

• Buyer: Select this option if you are signing up as a Buyer.
• Developer: Select this option if you are signing up as a DRE Project Developer.

Registration Workflow

1. Access the Signup Page:
   Navigate to the signup page.

2. Enter Personal Information:
   Fill out your name, contact details, and any other relevant personal data.

3. Organization Information:
   Provide your company or organizational details. When prompted, select your organization type:

   • Buyer: Choose this option if you are registering as a Buyer.
   • Developer: Choose this option if you are registering as a DRE Project Developer.

4. Set Up Security Information:
   Create a strong password (see Security Best Practices for recommendations).

5. Review and Submit:
   Verify your information and click the Sign Up button.

6. Confirmation and Auto-Login:

   • Once your registration is complete, you will be automatically logged in.
   • A confirmation email will be sent to your registered email address. (If required, click the verification link to activate your account.)

Logging In

1. Access the Login Page:
   Once registered, navigate to the landing page and enter your email and password to log in.

2. Forgot Password?
   If you forget your password, click the "Forgot Password" link and follow the instructions to reset it via the email you receive.

3. Role-Based Dashboard Redirection:

   • DRE Project Developers: Upon logging in, DRE Project Developers are directed to a dashboard that highlights tools for managing devices and meter reads.

     

   • Buyers: Upon logging in, Buyers are taken to a dashboard that provides access to reservation management and certificate viewing.

     

Navigating the Dashboard

Once logged in, you will see a dashboard customized to your role. Below are the key features available for each user type:

DRE Developer Dashboard Overview

• Managing the Organization:
  Adjust organizational settings, manage team members, and set permissions as needed.

• Device Management:

  • Add Devices: Register new energy generation devices.
  • View Devices: Monitor and review details of your registered devices.
  • Bulk Upload: Easily add multiple devices at once via CSV upload.

• Meter Reads:

  • Add Meter Reads: Record meter readings for your devices to track energy production.
  • View Meter Reads: Access detailed records of all meter readings.
  • Bulk Upload: Upload multiple meter read entries in one go to streamline data entry.

Buyer Dashboard Overview

• Managing the Organization:
  Update your organizational details and manage team permissions as required.

• Reservation Management:

  • Add Reservations: Create new reservations that link to specific energy consumption commitments.
  • View Reservations: Review and monitor your existing reservations.

• Certificate Viewing:

  • Digital Certificates: Access and review generated certificates along with their detailed information, ensuring transparency and traceability of energy production.

Tip: Use the help icons and tooltips within the dashboard to get quick guidance on each feature.

Password Management

• Creating a Strong Password:
  Use a combination of uppercase and lowercase letters, numbers, and special characters. Avoid using easily guessable information.

• Resetting Your Password:
  If you forget your password:

  1. Click the "Forgot Password" link on the login page.
  2. Enter your registered email address.
  3. Follow the instructions in the email to set a new password.

• Regular Updates:
  It’s advisable to update your password periodically for enhanced security.

Frequently Asked Questions (FAQ)

Q: I did not receive my confirmation email. What should I do?
A: Please check your spam or junk folder. If it’s not there, click the "Resend Confirmation Email" option on the signup page or contact support.

Q: Can I update my organization details after registration?
A: Yes, you can update your personal and organizational details anytime in the Settings section of your dashboard.

Q: What should I do if I forget my password?
A: Click the "Forgot Password" link on the login page and follow the instructions to reset your password.

Security Best Practices

• Email Verification: Always verify your email address to secure your account.
• Strong Passwords: Use unique, complex passwords for your account.
• Keep Software Updated: Ensure your browser and operating system are up to date to prevent security vulnerabilities.
• Logout on Shared Devices: Always log out from your account when using public or shared devices.