How do I set up a Client User in PowerGrid?

Step 1: Access PowerGrid

1. Navigate to https://my.afs.net
2. Click on the PowerGrid title

Step 2: Switch to the Client Account

1. In the top-right corner, change the account to the client’s internal TSI account

Step 3: Open User Maintenance

1. Open the hamburger menu on the left-hand side
2. Select Account Maintenance
3. Click User Maintenance

Step 4: Add a New User

1. Click Add New User at the top of the screen

Step 5: Complete User Details

Fill in the required fields:

Username

• Can be the client’s email address, first initial + last name, or similar

Password Requirements

The password must:

• Be at least 10 characters long
• Contain:
  • Uppercase letters (A–Z)
  • Lowercase letters (a–z)
  • Numbers (0–9)
  • Special characters (! @ # $ % ^ & *)
• Not include more than two identical characters in a row
• Be a non-empty value

TrendVista User

• This field can mirror the username
• Must be populated for the client to see PG Analytics as their landing page
• If the client is PCA, Aptiv, or Cyprium, additional setup is required

Security Level

Select the appropriate security level for the user:

• SADMIN – Standard Admin
  Standard data entry access with IT privileges; no management report access
• SDATAE – Standard Data Entry
  Read/write access for assigned location(s) with associated reporting rights
• RREADA – Read Admin (No GL Coding)
  All screens visible for assigned location(s); read-only access with no GL coding
• SREADA – Standard Read Access
  Read-only access for all screens within assigned location(s), including reporting
• AADMIN – Application Admin
  Full, unrestricted access to all screens, functions, and management reports for all locations

            Note: Most admins use the SADMIN level.

• SRRATE – Standard Rating Only
  Access limited to rating tools only
• SREPRT – Report Access
  No system screen access; can receive standard reports and communications for assigned location(s)

Client Locations

• Select the location(s) the user should have access to
• If no locations are selected, the user will not be able to view or report on any data

Step 6: Save the User

1. Click Save

Important Notes

• Clients associated with PCA, Cyprium, or Aptiv require additional setup to access client-specific TrendVista dashboards