User Access and Roles

Within OpenSolar there are three levels of access for users, or roles. The three roles are Admin, Non-Admin, and End-User. Users assigned to certain roles will have access to different sections of the OpenSolar App.

For information on how to manage who has admin privileges in your team, please see How to Set-up Team Members.

Admin

Admin is the highest level of access.  A user with this role can go to all four sections of the app and can edit important information regarding your organization. Admin is the only role that has access to the Control section of the app. This role is typically for the decision makers of an organization.

Non-Admin 

Non-Admin is the mid-range access level. These users have access to three out of the four sections. They will not be able to access the Control section of the App. This role is typically for salespeople who work on projects and contact customers, and do not need access to editing specific organization details.

End-User

End-Users are your customers who received an email with a link to an online proposal. They only have access to the specific proposal you have sent them, and do not need to create an account. End-users see the MyEnergy page exactly as you do, and can accept proposals and make payments from this here.