Summary:
Adding your team members to your OpenSolar account ensures everyone in your organization can design, manage, and sell solar systems collaboratively. Whether you’re onboarding sales reps, designers, or admin staff, it only takes a few minutes to set them up.
This article walks you through how to invite and manage team members in the Control Zone of the OpenSolar platform.
Table Of Contents:
- Adding team members
- Assigning the Correct Access
- Creating a Custom Role
Adding team members:
All team management is handled in the Control Zone.
Steps:
Log in to OpenSolar.
Click the Control Zone in the top-left corner of the app.
From the left-hand menu, go to Company > Team.
You’ll now see a list of all current team members in your organization.
Click + Add Team Member in the top-right corner.
Enter the email address of the team member. They will receive an invitation to join your account.
- Assign the role for the team member. This will determine what they have access to do in the application.
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Fill in the following optional fields as needed:
Full Name
Job Title
Accreditation
Profile Photo
Assigning the Correct Access:
The role drop-down will determine what your team member has access to within your organization. By default, the following pre-created roles are available:
| Roles | Description |
| Admin | Has complete access to all parts of the app and all projects. This role should be reserved for business owners and senior leaders. Can view all projects |
| General Manager | Intended to be a manager who oversees the organization. Has permissions to view pricing and costing, but cannot edit them. By default can view all projects and all contacts. |
| Sales Manager | Intended to be an individual who manages salespeople, and therefore needs visibility into their work, but cannot manage admin settings. By default can only view projects that are assigned to them (however, this can be updated by linking other roles to this role), and can view all contacts. |
| Designer | Can design projects, but has limited access to other parts of the app. By default can only view projects that are assigned to them (however, this can be updated by linking other roles to this role), and can view all contacts. |
| Salesperson | Has permissions to be able to update the project in order to be able to sell to the end customer, but does not have the ability to update the design. By default can only view projects that are assigned to them (however, this can be updated by linking other roles to this role), and can view all contacts. |
| Contractor | Intended to be used by in-house installers and contractors. Can view details about the project and upload files, but cannot edit the design or see any costing. By default can only view projects that are assigned to them (however, this can be updated by linking other roles to this role). |
| Subcontractor | Similar to the contractor, but with even fewer permissions. Intended for external installers/contractors. By default can only view projects that are assigned to them (however, this can be updated by linking other roles to this role). |
You can pick between our pre-created roles or create a custom one.
Creating a Custom Role:
Custom roles allow you to tailor permissions for team members based on their responsibilities, ensuring they only access the parts of the platform they need.
Follow the steps below to create and manage your own custom permission sets:
Click the Control Zone in the top-left corner of the app.
From the left-hand menu, go to Company > Custom Role.
- Select the + Create Permission Set to get started
Configuring the Role Template:
Title Your Role - Enter a clear and descriptive name for your custom role (e.g., “Sales Manager” or “Installer - View Only”).
Choose a Starting Point (Optional) - You can select an existing role template as a base to customize from.
Set Permissions by Section
A list of platform sections (e.g., Projects, Designs, Proposals) will appear.
For each section, you can assign the following access levels:
- View – Allows read-only access
- Create – Allows creation of new entries
- Edit – Allows updates to existing entries
- Delete – Allows removal of entries
How to Assign or Remove Access:
To grant access: check the box under the corresponding column (e.g., "Edit").
To restrict access: uncheck the box for that permission.
Save & Apply the Custom Role
Once your permission set is fully configured, click Save.
Your custom role will now appear as a selectable option in the Role dropdown on the Team Members page.
You can apply this role to any new or existing user to ensure secure and efficient access management across your organization.
Comments
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Quite useful to us.
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