How do I transfer a property to another ESPM user?

Before being able to transfer a property to another user on ENERGY STAR Portfolio Manager, you must add them as a connected contact.

STEP 1 - Send a connection request to the ESPM user you wish to transfer the property to.

• Click on 'Contacts' on the upper right hand corner, then 'Add New Contacts/Connections'

• Search for the user's account by typing in their username and clicking 'Search'

• Click 'Connect' to send the request

STEP 2 - Once your connection request has been accepted, on the 'MyPortfolio' page, scroll down to Manage Portfolio and click 'Transfer ownership' of a property that you manage to another Portfolio Manager user. 

• Click 'Select Properties' and use the checkbox to select the property(ies) you wish to transfer. Next, use the drop-down menu to select the appropriate contact. Click 'Transfer Property' to complete the process.

• Once you have sent the transfer request to the other ESPM user, and they have accepted the transfer, you will no longer have access to the property.

ENERGY STAR Portfolio Manager has additional resources on this topic:

• How do I get a property transferred to my account? (Website Link)

• Someone left my company, how can I get access to their buildings in Portfolio Manager? (Website Link)

For more information and to contact the Help Desk, Submit a Ticket for 'Help using Energy Star Portfolio Manager'.