Navigate to Settings > Company to configure the currently selected company. Company admins see every item below. Site-only members can open Sites for sites they are assigned to.
If you manage multiple companies, use the company switcher in the sidebar first.
Data collection & quality settings Full reference for Data Collection , Bill Issues , and Anomaly Detection — including cost tracking, collection rules, issue suppression, and anomaly thresholds.
General Open Settings > Company > General .
Setting Description Company name Display name used across the platform Monthly notifications Toggle monthly company notifications Product update notifications Toggle release and product updates Archive company / Delete company Lifecycle actions with confirmation dialogs
Archive pauses processing while preserving data. Delete is permanent.
Sites Open Settings > Company > Sites .
Area Description Active sites tab View and manage active sites Archived sites tab Review archived sites and restore them Create and upload actions Add a site manually or bulk-import from CSV/XLSX
Select a site to configure:
Basic info — name, address, external ID, area, data owners, tags, data collection datesRequired data frequency — expected bill cadence per utility type (drives completeness and missing-data notifications)Anomaly monitoring — per-site anomaly overrides (see Anomaly detection settings )Emissions factors — site-level emission factor overrides
For dashboards, analytics, and comparison outside settings, see Sites overview .
Data collection Open Settings > Company > Data Collection .
Covers meter tags, collection rules (including cost tracking ), data collection start month, bill forwarding, and default units.
See Data collection settings for the full field reference, save behavior, and FAQs.
Bill issues Open Settings > Company > Bill Issues .
Control which issue types are detected on new bills:
Company defaults — toggle each suppressible issue type on or offCustom suppression rules — turn off one issue type for a specific utility provider, connection, or account
See Bill issue settings .
Anomaly detection Open Settings > Company > Anomaly Detection when your plan includes the feature.
Master toggle for the company
Company-wide thresholds for usage, cost, and unit-price spikes (per commodity)
Dollar and percent thresholds for late fees and high demand charges
Summary of per-site custom configuration
See Anomaly detection settings and Anomalies for triage workflows.
Waste Open Settings > Company > Waste .
Configure waste classification for waste utility data:
Area Description Waste types Materials (paper, batteries, etc.) Waste streams Processing methods (recycled, landfill, etc.) Mapping rules Link a waste type to a stream, optionally scoped to a utility provider or site
A coverage summary shows mapping completeness across providers and sites.
Members Open Settings > Company > Members .
Add members by email
Promote or demote company admins
Assign site access when Site permissioning is enabled on Data Collection
Remove members who no longer need access
Custom statuses are intentionally out of scope for the current release and are not available in Company settings yet.
