Configuring Your Company's Information
Learn how to set up your organization's core information, manage team roles and permissions, customize workflows, and configure key settings like email and security in OpenSolar.
- How to Add or Update Business Information
- How to connect and share projects to external organizations using Teams
- How to create and customize custom fields
- How to create custom roles and add team members
- How to customize project tags and actions
- How to customize project workflows, stages and actions
- How to Enable Beta Features on OpenSolar
- How to enable two factor authentication for your organization
- How to send proposal invites from personal email server
- PROfile - Setup Guide
- Verifying your OpenSolar Account