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Getting started

This page covers signing in, finding your way around, and getting help.

Signing in

  1. Go to the portal sign-in page at /portal/login/.
  2. Enter your username and password and select Sign In.

Your sign-in is tied to your rating company. Once you're in, every page only shows your own company's records.

If you see Too many sign-in attempts, wait up to an hour, then try again.

If you use two-step verification, you then enter a 6-digit code from your authenticator app or your email. Your company may require it; see Use two-step verification.

Accepting an invitation

If you don't have an account yet, you get an invitation email from EEHM. Open its link to reach Set up your portal account. Your email is shown there; enter your first and last name, choose a password, and select Create account and sign in. You're signed in and taken to the Dashboard. If your company requires two-step verification, you set it up first.

The link works once and expires on the date given in the email. If you get a newer invitation email, only the newest link works. An older link opens a page saying it was replaced, and a used, expired, or withdrawn link opens a page saying it is no longer valid. If you can't find your invitation, or the link no longer works, contact EEHM staff and ask them to send a new one.

If you already have an EEHM Vault login (for example for another rating company), the link asks you to Sign in to accept. Sign in with your login, then select Accept access on the next page. Your login now also works for the new company, and you keep your existing access. If you're already signed in when you open the link, you go straight to Accept access; check the page names the login the invitation was sent to, or sign out and sign in with the right one. If the new company requires two-step verification and you haven't set it up, you're signed out after accepting and set it up when you sign in again.

Change your password

While signed in, select Change password at the bottom of the sidebar. Enter your current password, then your new password twice, and select Change password. You stay signed in here, and any other browser or device signed in to your login is signed out. We also email you to say your password was changed. If you didn't change it, use the link in that email to reset your password, and tell EEHM.

Forgot your password

Select Forgot password? on the sign-in page, enter your email, and follow the link that's emailed to you to set a new password.

If your company is new to EEHM, the portal starts in setup mode with a short checklist; see Set up a new company account.

If you work for more than one company

One sign-in can belong to several rating companies. You work in one company at a time, and every page shows only that company's records.

  • When you sign in, the portal opens the company you used last. If it can't, it asks you to Choose a company.
  • To change company, open the menu in the sidebar above Log Out (it shows the company you're in) and choose another one. On a phone, use the arrows button in the top bar. You land on that company's Dashboard.
  • A link to a record that belongs to your other company opens a "Page not found" page that offers Switch to that company. Choose it to open the record.
  • If you changed company in another browser tab, a form you send from an older tab is refused with "You switched to … in another tab". Reload the page and try again. Nothing was saved.

Finding your way around

After you sign in you land on the Dashboard. The left sidebar is the main menu — it's the same on every page.

  • On a computer, the sidebar is always visible on the left.
  • On a phone or small screen, tap the menu button (≡) in the top bar to open it.

The top of the sidebar holds the pages you'll use most: Dashboard, Ratings, QA Reviews, File QA Counts, Field QA Counts, Multi-Family, and, for company administrators, Invoices, Billing contacts, Agreements, Notifications, and Users. Below them are three groups you can open and close:

  • Field QA & billing — Request In-Person QA, My Field QA Requests, Travel Quotes, Report Billing Events, and Reports.
  • Company records — Company details and Directory (company administrators only), Builders, Staff, Certifications, Compliance, Equipment, and Insurance.
  • Proposals — Builder proposals, Builder Imports, and Compliance, Staff, Profile, Equipment, and Calibration proposals. A number beside Proposals (and beside each type) counts the proposals still pending with EEHM.

The group holding the page you're on is always open. Otherwise the portal remembers which groups you opened or closed, in this browser only. Pinned at the bottom are a User Guide link (which opens this guide), a Policies and Procedures link (shown once EEHM has turned on Agreements for your company; it opens EEHM's current Policies and Procedures in a new tab), a Feedback link, your username, a Two-step verification link for your own sign-in (see Use two-step verification), the Log Out button, and a Theme switch.

The Theme switch sets how the portal looks: Light, Dark, or System, which follows your computer's setting. Your choice is saved in this browser, so another computer or browser starts on System. Printed pages always come out light.

Not every company sees every page. EEHM turns Ratings, QA Reviews, File QA Counts, Field QA Counts, Request In-Person QA and My Field QA Requests, Multi-Family, Agreements, Travel Quotes, and Report Billing Events on company by company, and Multi-Family appears only once your company has at least one multi-family project. Company details, Directory, Invoices, Billing contacts, Agreements, Notifications, Users, Travel Quotes, and Report Billing Events are listed only for company administrators, so two people at the same company may see different menus too. The sections at a glance describes what each one does.

The dashboard

The dashboard opens with Needs your attention: one card for each kind of thing waiting on you, with a count, a short description, and a link to the list of exactly those items. A card appears only when its count is above zero; when nothing is waiting, you see You're all caught up. The cards are:

  • Ratings blocked on you — ratings that need a fix and resubmit, a reply to a warning, or signed-report action. Opens Ratings filtered to those ratings.
  • File QAs waiting on your files, File QAs missing requested files, and File QAs needing rework — opens QA Reviews filtered to that status.
  • Field QA requirements short — rows on this year's Field QA Counts that read Missing (one per person and role, so a rater who is also a field inspector can count twice), with the first few names. Opens Field QA Counts.
  • Travel quotes awaiting your approval (administrators) — quotes EEHM sent that you haven't approved yet. Approve them from the quote email; the Travel Quotes page marks each one.
  • RESNET-intent reports to confirm (administrators) — opens Report Billing Events filtered to Response needed.
  • Invoices past due (administrators) — sent or partly paid invoices past their due date that still have money owing, with how late the oldest is and the open balance. Opens Invoices filtered to past-due invoices.

You only see a card for a page you can open, so the cards follow the same company settings and administrator rules as the sidebar.

Below the cards:

  • At a glance — counts of your builders, active staff, and pending proposals.
  • Company Information — your Ekotrope ID, legal name and legal address, main contact, email, phone, and website, as EEHM has them on file. A company administrator can update the main contact and legal identity on Company details; for anything else that is wrong, send feedback or contact EEHM staff.
  • Quick actions — buttons to associate or propose a builder, propose a compliance change, propose new equipment, or propose a new staff member.

If EEHM has asked for more information on a proposal, a banner appears below the cards — "EEHM needs more information" — with a link to each proposal that's waiting on you.

A second banner, "Calibration action required", appears above it when a piece of equipment EEHM approved for you still has an unresolved initial-calibration request — either because you asked to send the calibration later, or because the calibration you sent was returned for more information. It links to your Equipment page. Blower door and duct tester fans never raise this banner: they show a field-check status instead of owing an initial calibration.

This is about the outstanding request, not the equipment's whole history. A piece of equipment that already has an accepted calibration on file still raises the banner if the same serial was requested again and that newer request has not been resolved. The count is of outstanding requests rather than of distinct equipment, so one item can account for more than one of them.

Until the request is resolved, that equipment does not count as compliant, so clear the banner before relying on it.

Getting help

There's a Feedback link at the bottom of the sidebar and in the footer of every page. Use it to tell EEHM staff what's confusing, what's wrong, or what you wish the portal could do. Your message goes straight to the EEHM team.

For how the records and proposals work, read the how-to guides: