To submit a change in ownership information, first open the client record and follow the steps below.

To submit a new owner for an existing client:

  1. Click the "Submit New Owner" button at the top of the list of owners.
  2. Fill out the form in the dialog.
  3. Click the "Submit" button at the bottom of the dialog.
  4. You will get a notification saying “The changes have been submitted for administrator review.”
  5. If you want to instead add a new client/O&M Contract, see Add a Client.

Any additions or changes will not be applied immediately. A system administrator will review the information for accuracy and may contact you with questions if necessary.