Mapping users to Concert Finance is a key step to enable access and functionality. This guide provides clear instructions on syncing users and assigning them correctly within your system’s integration settings.
Learn how to map Concert Finance users to your platform with these easy steps:
Step 1: Go to “Manage Integrations”.
Step 2: Click “Integrated Users”.
Step 3: Navigate to “Concert Solar Users”.
Step 4: Click “Sync All”.
Step 5: Locate the user you want to map and click “Map”.
Step 6: Select the user and click “Update”.
Step 7: The user is now mapped with Concert Finance.
Note: If Concert Finance is connected to your organization via Seamless Energy, you will not need to map users, and Concert Finance will not appear in the “Integrated Users” list. You need to contact Seamless Energy to get the users mapped.
