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EcoPhi Portal

2 Navigation

2.1 Home page

Left navigation bar

On the left navigation bar, you can find links to the most important pages.

Top navigation bar

On the top navigation bar, you can switch Entities via the Entity Picker, go to Account Setting, and switch the theme and language.

2.2 Sites Overview

  • Here you can find an Overview of your Sites.
  • Use the search bar to filter your Sites for columns and labels.
  • To sort the Sites depending on a column, click on the column heading. To change the sorting order, click again and click one more time to remove the sorting.
  • On “Display” you can select which categories and KPIs should be shown as columns on the table.
  • To receive more information on a specific Site, click the arrow on the left of the Site row.
  • To open a Site, click on the row. The Detail View will open. Click on the two arrows on the top left of the Detail View (next to the Site name) to switch to full-screen mode.

2.3 Detail View

Once you have opened a Site by clicking on it on the Sites Overview, you get to the Detail View. Depending on your permissions, you can see all or some of the following tabs:

  • Overview: Aggregates data of all Data Sources that belong to the Site.
  • Data Sources: Shows dashboards of the connected EcoPhi Boxes.
  • Data Analyzer: Explore raw data connected to the Site.
  • Action Conditions: Manage controls, logics, and other action settings.
  • Site Settings: Add Data Sources (EcoPhi Boxes) and Components.

2.4 Alerts

Here you can set up alerts for your Sites. Alerts are Entity-wide, so they are not automatically transferred to a Sub-Entity which has access to the Site.

2.5 Top navigation bar

Entity Switcher

Switch between Entities and manage memberships.

Account Settings

Manage account-related settings.

Theme Picker

Switch between dark and light mode quickly.

Language Picker

Change the language of the EcoPhi Portal. Note: Dashboard panel descriptions remain unchanged as they are individual.