Manage account access

The owner of a residential account is called a primary account holder. There can be only one primary account holder.

The primary account holder can give another person one of three levels of account access: 

• Full access
• High access
• Read-only access

Once this person accepts the primary account holder's invitation, they can create their own username and password to access or manage the account.

• For a residence, the primary account holder should be the main account owner.
• For a business, it should be a direct employee of the business. 

 Note: Primary account holders and authorized users can give access to others at any time.

No. Residential accounts can have only one primary account holder. However, as the primary account holder, you can invite authorized users to help manage your account.

Yes, but they must be a direct, verified employee of the business.

Third parties must ask an authorized user for access to manage the business account.

• Third parties can't be given full access to a business account. They can only be given high or read-only access.
• An authorized user can remove a third party's access to manage the business account online or by phone at any time.

Please don't call customer service.

1. Contact the authorized user.
2. Give them your phone number and email address. 
3. If they agree to give you access, they can select "add a person" on their dashboard.
4. Accept the invitation.
5. If necessary, create a sign-in.
6. Access the account.

Please don't call the Business Center.

1. Contact the authorized user.
2. Give them your phone number and email address. 
3. If they agree to give you access, they can select "add a person" on their dashboard.
4. If necessary, create a sign-in.
5. Access the account.

1. To make sure your employees have access to your business account, you must assign a trusted employee to be an authorized user.
2. Once your business account has an authorized user, this person can invite others to access it.
3. To assign an authorized user, call 1-877-660-6789.

You can give a new employee access to your business account in one of two ways:

1. The authorized user can invite new employees online with their name, email and phone number. The new employee will receive an invitation by email.
2. The new employee can call 1-877-660-6789. After a PG&E representative adds the new employee to the business account, the new employee will be able to register online.

An authorized user of the company can give access to as many accounts and as many contacts as they want.

However, the online tool can only add one person at a time.

To invite 15 or more billing account or contacts, an authorized user must submit a Delegate User Form (XLSX).

• This "Delegate User Form" can be used to authorize one person for 15 to 500 accounts. 
  • If you need to authorize someone for more than 500 accounts, fill out a second form to provide that access.
  • If you need to authorize someone for less than 15 accounts, please send them invitations to each account.
• If you have an assigned account manager, please contact that individual to submit the request.
• If you do not have an assigned account manager, send the encrypted form(s) to Thirdpartyaccess@pge.com.

 Note: You will invite the user to the first account yourself. We will link the additional accounts after they have accepted their invitation.

Delegate User Form hints:

• Review the Example tab to ensure you understand how the form is used.
• Do not update any titles (bold font).
• Do not add any data other than Requestor First Name, Requestor Last Name, Requestor Primary Email Address, Requestor Primary Phone, Delegate First Name, Delegate Last Name, Delegate Email Address, Delegate Primary Phone, Delegate Phone Type, Account ID and Access Level.
  • Requestor information must be exactly what was used to create your log in.
  • Delegate information must be exactly what was used for the first invitation you sent.
• Delegate Phone Type and Access Level should be selected from Dropdown value only.
• All Account IDs should display your approved Access Level.
• The form should display one Requestor and Delegate per form, and the multiple accounts they are authorized to access.
• Do not create New Sheets in the excel file, only one delegate per file.

The form will be processed using a mass transaction for each file submitted. The timeframe for completing this request is up to fifteen days. Once the request is completed you will receive confirmation and can then inform your delegate, they can now access the accounts.

Yes. PG&E accepts valid third-party authorization letters (e.g., an LOA).

1. Contact the authorized user.
2. Give them your phone number and email address. 
3. If they agree to give you access, they can select "add a person" on their dashboard.
4. Accept the invitation.
5. If necessary, create a sign-in.
6. Access the account.

1. Sign in to the My Account dashboard.
2. Select the account.
3. Select "add a person" on the dashboard.
4. Enter the user's name, email and phone number.
5. Send the invitation.
   
   
   

1. Contact the primary account holder or authorized user.
2. Give them your phone number and email address. 
3. If they agree to give you access, they can select "add a person" on their dashboard.
4. Accept the invitation.
5. If necessary, create a sign-in.
6. Access the account.

 Note: If you fail to receive an invitation by email, check your inbox's spam or junk folder.

You'll receive an email confirmation every time the person you invited has accepted your invitation to be an authorized user.

Check the status of each invitation by selecting the account from the dashboard   account selector and selecting the "Add a person" link.

An authorized user of the company can give access to as many accounts and as many contacts as they want. However, the online tool can only add one person at a time.

This can be time-consuming. Learn how to give access to multiple accounts.