Add or edit utility portal login credentials

How to add new logins to account numbers or update the existing logins in LeapAP.

Note: this article assumes that you have already added the Account Number

1. Add a new login

For an account that was added without a login:

1. Go to the menu Vendors → Accounts and find the account.
2. Click on the magnifying glass.
3. Click on the Accounts tab and then click on the link icon ("Update Login") on the left of the account number.
4. There you can enter the username/password for the utility portal which contains this account.

NOTE: The above feature can only be used with accounts in NEW, WAIT-FOR-INVOICE, or CLIENT-TO-ENROLL statuses and to those users that can edit Vendors.

2. Edit an existing login

To edit credentials already in LeapAP, to change password or security questions/answers, a user with the EditIntegrationCredentials role can:

1. Go to the menu Vendors → Accounts and find the account.
2. Click on the magnifying glass.
3. Click on the Accounts tab and then scroll down to "Integrations".
4. Click on the pencil icon ("Edit Integration").
5. There you can edit the password and security questions for the login credentials which contain this account.

NOTE: If the username/email was changed, a new set of credentials must be created.