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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 |
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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 |
Business Admin
Business Administrator. Full unrestricted access. The business owner has this user role.
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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 Installers have limited access to only the Install workflow with the so that they can complete post-sales activities without having any visibility of quote pricing details. They have the ability to add and edit:
custom connection diagrams
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risk assessment / JSA
install images
serial numbers
commissioning report
sign off for their declaration of compliance with standards
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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
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We recommend providing Installers with a tablet for capture of images and completion of commissioning on site. |
Regardless of subscription plan, you can add an unlimited number of installer users. There are varying options for installer access levels.
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.
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tasks listed above.
Installer role with Install Manager access
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This allows the installer to mark install tasks as In Progress or Completed and, with google Google calendar, manage scheduling of any install tasks.
For more information on the Install Manager, see Install Dashboard - SolarPlus V4 /wiki/spaces/SPHC/pages/1350140241
Installer role with extended Contractor access
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| Note |
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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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Additional options
Team Leader
Once a user has been added to a Team, you can assign them as Team Leader. This gives them the same level of access as a Designer.
Go to Admin > Users > Manage Teams
Select the team
Click the edit icon next to the user in question.
This opens their User Profile. Go to the Team section, and change the User’s role to Team Leader.
Team Manager
All of the Team Leaders report to a Team Manager. This gives them the same level of access as a Designer.
Go to Admin > Manage Users
Select the user you’d like to assign, and click the edit icon next to their name
This opens their User Profile. Go to the Team section, and change the User’s role to Team Manager.
Open the User Profile for each Team Leader under them, and in the Team section, select the Team Manager’s name in the ‘User Reports to’ field.
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