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Adding a new user
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User
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To add a new user, click ‘Invite User’ option from the admin menu dropdown. You need to be a Business Admin user to invite new users.
Add the personal details and login username/password for the new User and set an appropriate 'Role' for the User under the “Team” section of the User Profile window. Adding teams to group users is optional.
Managing existing users
Click ‘Manage Users’ option from the admin menu.
Click on the edit icon next to the user you wish to edit.
User role descriptions
User Role | Create and Manage user accounts | Manage inventory inc pricing | Quoting Workflow | Installation Workflow |
|---|---|---|---|---|
Business Admin |
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Manager | X |
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Designer | X |
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Sales Manager | X | Can view and edit quote line item prices, but not wholesale prices. |
| X |
Sales person | X | X |
| X |
Installer | X | X | X |
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Installer - install manager access | X | X | X |
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Installer - contractor access | X | X | Can edit Assigned jobs - modify panel layout, site map and equipment used |
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Assessor | X |
| X |
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Note: the Design access in this workflow means that the installer user could change component, design attributes, and therefore affect the pricing set for the quote. When an invoice (or job order) has been created (either automatically upon quote acceptance or manually created), the invoice will not be affected by any change made to the design at this point. |
Deleting a user
When you delete a user, you will be prompted to reassign contacts and quotes that have been created or updated by that user. This is required to maintain visibility of contacts and quotes in your list views.
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