SUPPORT CENTER
Teams
The Teams page provides you with an overview of all the associated users for your account. You can invite new members at any time. You can also choose the user role for team members whenever necessary.
To see how many team members and licenses are in your account, please refer to the license counter at the top left of the Teams page.
There are five user roles in SolarGrade:
- Account Owner
- Admin
- Manager
- Inspector
- Viewer
To see a detailed description of the permissions and restrictions for each user role, please review the chart at the bottom of this section.
Account owner
The account owner is the company champion. They create and own the account where the team works. Every account has 1 owner. These users are responsible for payments and subscription plans within the account.
As long as an account is still active, the owner cannot be deleted. If you need to transfer ownership of an account, please contact SolarGrade Support to transfer ownership.
Admin
An admin is a user who the account owner invites.
This user has full access to the software’s features, except for payments and subscription plans. Admin is typically a director-level person responsible for the team.
Manager
A manager is a user invited to the team by the account owner or an admin.
This user has somewhat limited access to the features of the application. The Manager’s primary responsibility is to manage teams of inspectors working on a site.
Inspector
An inspector is a user invited to the team by the account owner, an admin, or a manager.
This user role is typically assigned to a technician working on a site. This user’s permissions are limited to the projects they are assigned to. They can conduct site visits, but they cannot edit or delete them.
Viewer
Viewers are only able to see the reports that have been shared with them. They do not count as SolarGrade licenses.
| Owner | Admin | Manager | Inspector |
| Create company account | Create company account | Create company account | Create company account |
| Customize company account | Customize company account | Customize company account | Customize company account |
| Manage payments | Manage payments | Manage payments | Manage payments |
| Invite team members | Invite team members | Invite team members | Invite team members |
| Edit/Remove team members | Edit/Remove team members | Edit/Remove team members | Edit/Remove team members |
| Add, edit, delete clients | Add, edit, delete clients | Add, edit, delete clients | Add, edit, delete clients |
| Add, edit, delete projects | Add, edit, delete projects | Add, edit, delete projects | Add, edit, delete projects |
| Assign projects to team members | Assign projects to team members | Assign projects to team members | Assign projects to team members |
| Archive/unarchive projects | Archive/unarchive projects | Archive/unarchive projects | Archive/unarchive projects |
| Manage all projects | Manage all projects | Manage all projects | Manage all projects |
| Create, edit, delete site visits | Create, edit, delete site visits | Create, edit, delete site visits | Create, edit, delete site visits |
| Assign site visits | Assign site visits | Assign site visits | Assign site visits |
| Manage all site visits | Manage all site visits | Manage all site visits | Manage all site visits |
| Access to default templates | Access to default templates | Access to default templates | Access to default templates |
| Add, edit, delete templates | Add, edit, delete templates | Add, edit, delete templates | Add, edit, delete templates |
| Generate/delete reports | Generate/delete reports | Generate/delete reports | Generate/delete reports |
| Share assigned reports | Share assigned reports | Share assigned reports | Share assigned reports |
| Share all reports | Share all reports | Share all reports | Share all reports |
| See list of viewers | See list of viewers | See list of viewers | See list of viewers |
To invite team members to the company account, please follow the directions below.
- On the SolarGrade.io top menu, select the Account dropdown menu (this will likely be the name of your account)
- Select TEAM
- Select the INVITE button in the team section
- Input the team member’s information and select their user type (admin, manager, inspector)
- See our User Role guide for permissions for each user role.
- Select INVITE
You can also quickly add/remove that team member to existing projects by clicking their assigned projects in the “Associated Projects” column. From there, you can select the UNASSIGN button or use the submenu below to add them to new projects.
There are two ways to perform this action.
Option 1
This option is better for adding multiple people to one project.
- Go to the project you wish to assign the team member to
- Select the Team Members tab
- Click the EDIT button
- Select the + icon
- Add the team member in your account
Option 2
This option is better for adding one user to many projects.
- Navigate to the Teams tab
- Find the team member you wish to add to projects
- In the "Associated Projects" column, either:
- Click the ASSIGN button if they have not been assigned to any projects yet
- Click the projects that that user is assigned to in order to open up an editing window
- Select the "Add to Projects" dropdown menu to select all projects you wish to assign the team member to
- Select ADD