Configure your basic occupier account details. These are the configurations that are true for your occupier at every site.
Configure an existing occupier
Before you begin
The occupier has been created and is visible in the essensys Platform.
Accessing the Occupier config page
Click Occupiers in the main menu.
The Occupiers page opens. By default, the Contracts tab is selected, and a list of occupiers is visible.Select your occupier.
Click Occupier config.
The Occupier config page opens. Details of the occupier are visible in the page.
Update the occupier configuration
Click Edit.
Define the basic details for the occupier account:
Update the Occupier name.
Update the Billing Reference for the occupier.
Note: If you clear this field, a unique identifier is assigned automatically.
Add, edit, or remove any external system identifiers for the occupier.
This describes the details for your occupier in an equivalent data point in a third-party system.Click Add an external identifier.
A row for the details of the link opens.Select an External system.
If your external system is not present in this drop-down list for selection, you should contact us. You can still create the occupier, but may need to edit the occupier details to add this reference later.Specify the Identifier that you would use to uniquely identify the occupier in the external system.
If your identifier is specific to an occupier at a particular site, select that Site from the drop-down list.
Once the details are correct, click Update occupier to save.
The occupier is updated.
Manage an existing occupier
You can edit the occupier details by clicking Edit in the top-right of the Occupiers > Occupier Config page.
You can decommission the occupier, deleting it across all sites and removing all services. For more information, see Decommissioning an occupier.
Occupier configuration details
View occupier configuration
Field | Description |
Occupier name | The name of the occupier. This is the company name. Mandatory field. |
Billing Reference | A Billing reference for the occupier. |
External identifiers: | Links your occupier to one or more equivalent data points in one or more third-party systems (for example, a CRM). |
Edit occupier account
Field | Description |
Occupier name | The name of the occupier. This is the company name. Mandatory field. |
Billing Reference | A Billing reference for the occupier. Tip: You may want the Billing reference to exactly match a billing reference in another connected system, such as Operate. Optional field.
Notes:
|
External identifiers:
| Link your occupier to one or more equivalent data points in one or more third-party systems (for example, a CRM). To add an external system identifier:
Tip: If the external system is not present in the External system drop-down list for selection, you should contact us.
Tip: If you make any mistakes, you can click X to delete a row. |