\uD83D\uDCD8 Instructions
...
| Table of Contents |
|---|
Adding a new user
' Admin > Account > Users > Invite User/ Manage User / Manage Teams '
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 |
|
| ||
Manager | X |
|
| |
Designer | X |
|
| |
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 |
|
Installer - install manager access | X | X | X |
|
Installer - contractor access | X | X | Can edit Assigned jobs - modify panel layout, site map and equipment used |
|
Assessor | X |
| X |
Business Admin
Business Administrator. Full unrestricted access. The business owner has this user role.
Manager
The Manager role has full access, apart from the ability to create and manage user accounts.
Designer
The Designer role has access to manage the inventory and all actions within the quoting and installation process. The Designer can only see quotes if they are assigned a job role for that quote.
SalesManager
The Sales Manager has access to all actions within the quoting workflow. The Sales Manager does not have access to the inventory and cannot see any wholesale price information in quotes. They can see and edit quote line item prices. They can also see the quotes created by Salespeople who are assigned to report to them.
Salesperson
The Salesperson has access to all actions within the quoting workflow but cannot see quote line item prices and therefore cannot change line pricing. The Salesperson does not have access to the inventory or the Install workflow.
Assessor
The Assessor role cannot create but can edit quotes and can edit inventory. The assessor does not have access to the Install workflow.
Installer
This role is for a user who should have limited access to only the Install workflow with the ability to add connection diagrams, images, serial numbers, complete the commissioning report, sign off for their declaration of compliance with standards, and to generate Handover Documentation.
Installer Access Levels
Installer users can be added with no limit based on subscription plan.
Installer roles have limited access so that they can complete post-sales activities without having any visibility of quote pricing details.
Basic Installer access
The installer will log in and only see a listing of jobs assigned to them.
They will have access to the Install workflow containing the Risk Manager, Install and Commissioning page.
They can upload images and PDFs, mark them for inclusion in the System Manual, upload serial numbers, complete the commissioning report, and generate the System Manual.
| Info |
|---|
We recommend providing Installers with a tablet for capture of images and completion of commissioning on site. |
Installer role with Install Manager access
This is an extension to allow the Installer to also access the Install Manager Dashboard.
This allows the installer to mark install tasks as In Progress or Completed and with google calendar manage scheduling of any install tasks.
For more information on the Install Manager, see Install Dashboard - SolarPlus V4
Installer role with extended Contractor access
...
When the ‘Contractor’ access is enabled, the installer views the job with a different workflow.
This enables them to see the Site Survey page in which they can edit the map to add icons, complete cable routing and generate the Site Map image and the Site Map printout for mounting on the switchboard.
This workflow also enables the installer to go to the Design page where they can change the panel layout - this is recommended for rearranging panels while retaining an existing system design and size that was originally quoted. (See Job acceptance for further options).
To enable the Contractor access extension, a Business Admin user will edit the user’s profile page (via admin menu 'Manage Users') and change the option ‘Enable Contractor Design Access’ to ‘Yes’.
| Note |
|---|
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.
The user account will be completely removed and cannot be reinstated except by inviting the user as a new user account.