Getting Started: Power Up OpenSolar

Overview

Power Up OpenSolar is a short checklist of key actions that help you get more from OpenSolar — for example creating a proposal template, connecting finance, accepting payments, unlocking trade pricing, and inviting your team.

If you are a team member (not an organisation admin), you will see User Set Up instead. That list is about your own profile and first projects.

The checklist updates automatically when you complete each action in OpenSolar. You do not tick items by hand.

The steps you see depend on:

• Whether you are an organisation admin or a team member
• Your organisation’s country

Where to find it

While the checklist is still in progress, you can open it from:

1. Home — the Power Up OpenSolar card (or User Set Up for team members)
2. Top navigation — the Power Up chip (admins) or User Set Up chip (team members)
3. Control — the same Power Up OpenSolar / User Set Up card on the Control dashboard

You can collapse the Home card or close the navigation panel and reopen it later. You cannot permanently hide it from Home or the navigation bar until the list is finished (see FAQ).

What you will see first

While steps are still open, the card includes a prompt to Check out OpenSolar’s key features! That opens the in-app key features dialog.

When every step is done, that prompt changes to Check out our Enterprise Services.

What steps will I see?

The names below are the labels shown on the checklist itself.

Organisation admins 

United Kingdom & United States 🇬🇧🇺🇸

Progress is 5 steps.

Australia 🇦🇺

Australian admins see 4 steps. Connect Finance is not included:

1. Create Your Proposal
2. Accept Payments
3. Unlock Trade Pricing
4. Invite Your Team

Other countries 🌍

Admins outside the UK, US, and Australia see 4 steps:

1. Create Your Proposal — save a proposal template
2. Enable Finance — start setting up alternative payment options (open + Payment Option)
3. Finish Your Profile — add your job title
4. Invite Your Team — invite at least one other team member

Accept Payments and Unlock Trade Pricing are not on this list.

Team members — all countries 🌍

Team members see User Set Up with 3 steps:

How to complete a step

1. Open Power Up OpenSolar (or User Set Up) from Home, the navigation chip, or Control.
2. Select the step (for example Create Your Proposal or Unlock Trade Pricing).
3. Follow the on-page tip. It highlights where to act.
4. Complete the action in OpenSolar.
5. The step marks complete on the checklist and your progress bar updates. After some admin steps, a short success message can appear (for example Proposal Created or Finance Connected).

FAQ

What happens when I finish every step?
You’ll see a short celebration. Control shows You're all set! Home and the Power Up chip hide in your next browser session. You can still reopen the completed card from Control.

Can I skip steps?
Admins can Skip some steps from the Control card if they are not relevant. You’ll be asked why. Skipping marks the step done on the checklist only — it does not turn the feature on.

Will Power Up keep appearing?
No. After you finish every step, Home and the nav chip stop showing in the next browser session. If steps stay open, Home and nav also stop prompting after about 30 days with no completed action. You can still finish from Control.

I already did some of this before I saw the checklist. Do I start again?
No. Work you already completed still counts and can show as done the first time you open the list.

Does dismissing a tip complete the step?
No. Ok only hides the on-page tip. Complete the action in OpenSolar to mark the step done.

How do I get help?
Use Need help? Contact Support on the Home or navigation checklist, or open the OpenSolar support portal.