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User role descriptions
User Role | Create and Manage user accounts | Manage inventory inc pricing | Quoting Workflow | Installation Workflow |
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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 have limited access to only the Install workflow with Installers have limited access 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.
| Info |
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We recommend providing Installers with a tablet for capture of images and completion of commissioning on site. |
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: 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. |
Enable users to see All Contacts and pick up jobs
You can allow selected installers, salespeople etc to see the list of all Contacts, and if they need to work on a quote that is assigned to someone else, they can self-assign themselves to the quote. This will notify the existing customer rep with a message to let them know that someone else has picked up the quote/install.
The dashboard view will only show quotes assigned to them. in order to see other quotes,
Go to the Contacts list
Select a contact
Select a Customer Rep from the drop-down box
Click Assign.
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To enable this feature, a Business Admin will need to edit the User’s Profile, and check the option “Allow user to self-assign job role for any quote.
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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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