• The steps for setting up your team

• Define the roles of admin and non-admin

Setting up a New Team Member

To set up team members within your organisation, go to Control > Company > Team.

Here, you will see a list of your current team members, their admin status, email and phone number. To make a new team member, click on + Add Team Member. 

You will then be taken to a new page - Invite Team Member, where you enter all the team members' information and assign them to their corresponding roles.

Please note that it is recommended that all the fields be filled out as they will appear in the proposal sent to the customer.

Once you have filled in the details and you press . An email will be sent to the email address provided for the team member.

You will be then taken back to the full list of all your team members, where you have information on who is and who is not an admin.

You can create new team members and edit existing ones from here.

Why did I not receive an email invitation? 

If the team member already has an account with OpenSolar associated with that email, they will not receive an email link. They can log in normally and then click on the Settings Gear icon > Select Organisation to access the new org you have added them to. 

*If the team member is still not receiving an email invitation, please confirm that the email address entered is correct.

Admin vs Non-Admin

Admin is the highest level of access. A user with this role is typically for the decision-makers of an organization, and they can access all sections of the organization's account and modify all information, such as:

• Company Information
• Pricing and Payments Method
• Design and Hardware Settings
• Proposal and Contract Templates and Checkout Experience
• Customers Information & Activities
• Others (e.g., utility tariffs, incentive setup, integrations & API keys, document templates, etc.)

Non-Admin is the mid-range access level. These users have access to limited sections. They will not be able to access the Control section of the App unless special access is given (this refers to creating custom roles). This role is typically for salespeople who work on projects, contact customers and do not need access to editing specific organization details.