In EnergyID you can add more than one record to your account.

Add a record

• Click and then click Add new record.
• Choose the type of record you want to create.
• Give the new record a name and provide basic information like location, family size, etc.
• Click Create.

Closing a record

You can close a record if you no longer use it or if you've reached the maximum number of free records in your account. A closed record won't receive automatic updates and is no longer accessible.

Follow these steps to close a record:

• Click on Records in the dropdown menu under your profile icon.
• Click on the three-dot icon next to the name of the record you want to close and select Close record....
• Confirm your action.

Reopening a closed record

Closed records aren't displayed in the list of records and are no longer accessible. However, you can reopen a closed record if there is space available within the limit of two free records.

Follow these steps to reopen a record:

• Click on Records in the dropdown menu under your profile icon.
• Click at the bottom of the page on Closed records.
• Click on the three-dot icon next to the name of the record you wish to reopen and choose Reopen....

Deleting a record

To delete a record and all its associated data, follow these steps:

• Click on Records in the dropdown menu under your profile icon.
• Click on the three-dot icon next to the name of the record you want to delete and select Delete....
• Confirm your action.

Why can't I create a new record?

Each EnergyID account has a limit of two free records. If you've reached this limit and want to add an additional record, you need to assign a license to an existing record first. If you no longer use a record, you can close it to make room for a new one.