What are Buildable Panels?
Buildable Panels is a new feature for panel groups that allows an admin with design-edit permissions to determine which panels can be added or removed by a designer who only has permissions to edit panels. In this article, we will explain how to use Buildable Panels.
Using Buildable Panels
The Designer has full editing permissions for the design and can also set buildable panels. This can be done either on a per-panel group basis or for all panels using a new accordion option.
The Salesperson has read/edit permissions for the project's panels but only read permissions for the project's design. They can disable existing buildable panels and activate panels on existing panel groups if they are designated as "buildable." They cannot edit any other aspects of the system, such as settings or inverters/batteries.
Using Buildable Panels with Teams
The Buildable Panels feature is useful for Teams. The Designer has full access to the design and can make any necessary changes. However, the connected Sales Org only has the Project-Design-Panels Edit permission, which means they cannot edit the full design but can make tweaks to the system size and enable/disable systems during the sale process. This limitation prevents them from changing any aspect of the design that could potentially bias calculations. If Sales Org need to make changes beyond their permissions, they must escalate the request to the main Org for approval. This ensures that the design remains accurate and consistent with the original specifications.
How it works?
- In Control Section:
- You will see a permission added called "Design - Add/remove buildable panels" which will only have the "Edit" permission available. When this is enabled, then a user can add or remove panels that are marked as buildable. Panels can only be marked as buildable by a user that has the Design -> Edit permission
- In Design Section:
- You will see a "Set all as Buildable" button to the panels tab and also for each panel group menu which will either set all active panels as buildable (if clicked at the top level) or all of the active panels in the panel group that is selected
- Once any panels have been set as Buildable, then a button should appear which allows you to clear all buildable panels (either at the top level or at the panel group level).
- Disable all design functionality except editing buildable panels when the Design - Edit permission is OFF
This allows a Pro user to view but not edit designs, while still being able to enable/disable panels that are marked as buildable.