Description
The steps you need to follow to set up your Kaizen account are given below.
Log into Kaizen
- Go to https://kaizen.coppertreeanalytics.com or https://kaizen-east.coppertreeanalytics.com
- Enter your email and password and then click “Sign In”
Note: Please contact the CopperTree Customer Solutions team if you do not have a password to log in.
Change your password
After you log-in to Kaizen for the first time, if you would like to change your password, follow these instructions:
- Click on your name on the top bar.
- Click on the
Profile page. You will be directed to the Edit User page. - Click on
beside User Settings. - Click on Reset Password – enter your old password, and then enter and confirm your new password before submitting the information.
Update your Client Profile
To update your profile, you must be an administrator of your own client account:
- Click on
at the top left of the home page. The navigation tree will list the client account that you belong to. - Click on the name of your client account and you will be directed to the Client Dashboard.
- Click on
to view your client profile. - Click on
to add more information to your profile. Please note that updating your client profile with complete information is very useful for you and us to manage the client account effectively. - Click
to save.
Add your building
The next step is to add buildings for your client account.
To add your first building, please click here.
Deploy CopperCube using Inventory Feature
If you have a CopperCube that should be deployed to the correct client account, then you need to use the Inventory feature.
- Click on the
icon on the top Kaizen bar. This takes you to the Inventory page that lists all the CopperCubes that were purchased by you. - Once you identify the CopperCube you need to deploy to your building, click on the corresponding
. - Click on the across the CopperCube Details section.
- Ensure that the CopperCube is “Deployed To” the correct client and then click
to save.
