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Browsing an Account

The account view gives you a full picture of everything under one customer organization - your sites and account-level energy data, in two tabs.

Written by Shir Goldstein

Updated at June 9th, 2026

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Table of Contents

The Sites Tab The Energy Insights Tab Opening a Site Related Articles

The Sites Tab

The Sites tab lists all sites under the account.

Each row shows the site name and a package chip - Optimize (orange, crown icon) or Visualize (blue, lightning bolt icon) - so you can see at a glance which sites have full mobile access. A site count below the search bar shows how many sites are displayed (e.g. "Showing 16 out of 16 Sites").

Use the Search sites bar to filter by name, or tap the sort icon to reorder the list.


The Energy Insights Tab

The Energy Insights tab shows a per-site rollup across all sites in the account.

Each row shows the site name, its site type (e.g. "Manufacturing Site"), managed load in kW, sensor count, and bridge count. Use the Type to filter… bar to search, or tap the sort icon to reorder.


Opening a Site

Tap any site row to open it.

  • Optimize site - opens the site dashboard.
  • Visualize site - opens the Unlock mobile management with the Optimize package screen instead of the dashboard. See What "Optimize" Unlocks on Mobile for details.

Related Articles

  • What "Optimize" Unlocks on Mobile
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