Account Menu

Purpose/Overview

This article provides users with a clear understanding of the tools and information available under the Account menu in UtiliSphere. This section allows users to manage their settings, view company-wide analytics, monitor subscription usage, access system features and apps, and perform essential actions like changing passwords, setting preferences, registering equipment, and logging out. 

TABLE OF CONTENTS

• Key Benefits/Use Cases:
• Navigation Path:
• Account:
  • Account Overview
  • What's New
  • Time (Only seen with admin credentials)
  • Profile Settings
  • Register Equipment (Only seen with admin credentials)
  • View Mobile Site
  • Log Out
• Things to Know:

Key Benefits/Use Cases:

• Centralized Access to Settings and Tools: Users can quickly find and manage all account-related functions—such as password changes, profile preferences, and equipment registration, in one convenient location.
• Customization and Control: Users can tailor notifications, ticket summary views, and other preferences to match their workflow, improving productivity and user experience.
• Up-to-Date System Awareness: The “What’s New” section keeps users informed about the latest updates, features, and announcements, promoting adoption of new functionality.  

Navigation Path:

To access this feature go to Utilisphere > Account Icon

The Account icon is the last icon on the top right of the UtiliSphere main menu bar, located just next to the Help button. 

Account Menu:

The Account menu begins by displaying your name and email address at the top of the page. Below that, you'll find several tabs that give you access to key areas of the system. These include Account Overview for analytics and usage details, What’s New for system announcements, Time to track work hours, Profile Settings to update your personal preferences and password, Register Equipment for managing devices, View Mobile Site for mobile access, and Log Out to securely exit the system. 

Account Overview

The Analytics in your Account Overview provide a clear snapshot of your company’s current system usage. You can view the total number of active users, check how much storage has been used, see how many tickets have been created (both overall and for the current month), and monitor the remaining time on your company’s subscription. To manage user accounts, simply click View Users to go to the appropriate settings page. Below Analytics, you’ll also find quick access to the system Help center for detailed guides and definitions, a list of available Features, and a section for Apps, which are pre-built tools based on standard workflows. Need more functionality? Click Request Info to contact Irth Sales for feature or app additions.

What's New

The What’s New page keeps you up to date with the latest announcements, system updates, and feature changes—listed in chronological order with the most recent first. A red dot next to the Account icon on the menu bar lets you know when a new announcement is available. To view updates, click Account > What’s New. You can browse announcements by selecting them from the left column, or use the search box in the top left corner to filter and find specific updates quickly. Just click any announcement to read the full details in the main window.

Time (Only seen with admin credentials)

The Time tab is part of the Time Tracking feature and makes it easy to record and manage your work hours within the system. From this tab, you can check in, start or pause the work timer, add time manually, and stop the timer when you're done. It helps you accurately track how much time you spend on tasks throughout the day and ensures your time records stay up to date.

Profile Settings

Change Password

To change your password, select Change My Password on the left side of the screen. You’ll be prompted to enter your current password, then enter your new password twice to confirm. Your new password must be at least 8 characters long and include at least three of the following: uppercase letters, lowercase letters, numbers, or special characters. Once entered, click Save to update your password securely.

Modify Preferences

Things to Know:

• UTS supports Chrome, Firefox, and Edge 
• The Time and Register Equipment tabs are only seen and accessible with admin credentials

Questions?  Contact us!