Table of Contents
The CRRC Online Rating Portal, or “The Portal,” is the CRRC’s way to submit and manage product rating applications. You can also pay fees and annual renewals through the Portal’s invoicing function.
This user manual is a brief introduction to the Portal and includes instructions for logging in, setting up accounts for staff members in your company, using the dashboard, submitting a product rating application, and generating and paying invoices.
If you have additional questions or need assistance, please send inquiries to [email protected].
Claim your Account
If a Portal User account has been created for you, you will receive an email with a link to set your password.
If you already have a User account but forgot your password:
- On the login screen, click on “Forgot your password?”
- Enter the email address associated with your User account.
- You will receive an email with a unique link, click on it and reset your password there.
- Now you are able to log in using your email address and password.
Edit Account Information
Confirm we have your most up-to-date contact information:
- Navigate to “Accounts” in the top menu.
- Add or edit your contact information. Email addresses are used to login, so this cannot be changed. If you have changed your email, please set yourself up with a new account (see Manage Company Users) or contact the CRRC at [email protected].
- You may also change your password here, or leave it blank if you do not want to make changes.
- Click on “Update Account.” You will see a green bar letting you know that your changes have been saved.
Manage Company Users
Only administrators can manage company users. All user accounts in a company have access to all product information submitted by anyone in the company.
- Add a new company user by navigating to “Accounts” in the top menu and click on “+ Add User.” You will need to provide the email address where they can receive an account invitation. This email address will become their login.
- Select which users have administrative rights.
- At any time, you can help a user reset their password by clicking on “Reset Password” or delete users who should no longer have access.
- You may also revoke a previously sent invitation if you have made a mistake.
Manage Company Status
Only administrators can manage company status as a CRRC member or licensee. To do so:
- Navigate to “Company” in the top menu.
- Current members will be shown as “Active.” If you wish to become a member, please contact us at [email protected].
- Licensee status is considered “Active” if the account has paid annual dues. Failing to pay dues through the Invoicing page may result in deactivation of Licensee status.
- The U.S. Environmental Protection Agency (EPA)'s ENERGY STAR specification for roof products ended June 1, 2022. Your ENERGY STAR Partner status prior to the end of the program is reflected here.
Manage Company Contacts & Locations
Administrators can manage company information, such as:
- Company Website: The company website URL listed in this field appears under the Manufacturer Contact information on the CRRC Rated Products Directory
- Rating Program Contact: This person will receive communications related to changes to CRRC program requirements
- Billing Contact: This person will receive notices when payments are due and follow-up communication by CRRC staff regarding invoices and payments
- Member Contact: This person will receive communications related to CRRC Membership, such as notices for the CRRC Annual General Membership Meeting (AGM) and voting in the CRRC’s annual Board elections
- Edit Contact: Edit an existing contact with the pencil icon, or delete it with the trashcan icon
- Add Contact: Add a new contact by clicking on “+ Add Contact”
- Product Contacts: The Product Contact for each application is selected during the submission of the CRRC Product Rating Application and can be edited using the dropdown arrow next to the product contact for each product rating
New and Existing Applications
You can access your existing applications or create new ones from the Dashboard.
- Navigate to the ”Dashboard” from the top menu.
- Click on the green “+ New Application” button to begin a new product rating application.
- Existing applications in your company are listed in the dashboard and can be accessed by clicking on the blue Application ID, or the pencil icon, which looks like an eye when the application is in a read-only status.
- The dashboard can be filtered using the filtering options.
- You can also export a complete list of all of your product applications by clicking on “Export Applications” at the bottom left.
Submitting an Application
- A new product rating application will start in a “Draft” status. All fields marked with a red asterisk (*) are required. Click on the blue ? icon to display helpful information about the field.
- Keep scrolling and provide answers to all four sections of the application: Product Information, Documents, Test Farm Notification, and Contact Information. The ENERGY STAR® section is no longer accessible for new product rating applications.
- You can Print your application, Save the application at any time before you are ready to submit and come back to it later, or Cancel your changes without saving.
- When you are ready, click the green “Submit” button on the bottom-right. You will be asked to provide your name and account password as your signature in order to submit the application.
- The Product Rating Application will not be approved until the initial application fee is paid through the Invoicing page.
Creating an Invoice
The Invoicing page allows you to create invoices for the unpaid invoice items you wish to pay for.
- Navigate to “Invoicing” from the top menu. The green number indicates how many unpaid items your company has generated.
- Select the unpaid items you wish to include in an invoice (like adding items to your cart).
- Select a Billing Contact from the dropdown window.
- Click the green GENERATE INVOICE button . See Paying an Invoice section for payment instructions.
- All unpaid invoices are listed below the unpaid items.
- You can view past invoices by clicking the “View Past Invoices” button.
Paying an Invoice
- After selecting the green GENERATE INVOICE button, click on the green button with your preferred payment method. You have a choice to pay by card online, check, ACH, or wire transfer.
- Note that credit card and wire transfer payments have an additional transaction fee.
- You can edit or cancel an invoice if you have made a mistake using the red buttons to the right of the green payment buttons, and the items will go back to your list of Unpaid Items.
- Use the PRINT button to print (or export as a PDF) a copy of the invoice.
- Payment is due within 60 days, with the exception of CRRC Annual Renewal invoices, which are always due on a fixed day. The invoice will not be considered paid until the payment is received by CRRC.
- Checks should be sent to the address on the invoice.
- Use the bank information provided for ACH and Wire Transfer payments.
- Once your payment is received, it will be reflected in the Payment History section.
Application Status Flow
This diagram represents the status flow of applications as they move from the initial draft status, through the various test results, and finally end at Aged Approved after the three-year aging process.
A green status is where the Licensee has primary responsibility to provide information, purple is when Laboratories are required to submit test data, and blue indicates CRRC review statuses.