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:

1. Account Owner
2. Admin
3. Manager
4. Inspector
5. 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.

Please view the attached table for a list of all responsibilities.

To invite team members to the company account, please follow the directions below.

1. Use the sidebar to navigate to the Teams page
2. Select the "Invite" button at the top right of the page
3. Input the team member’s information and select their user type (admin, manager, inspector)
4. See our User Role guide for permissions for each user role.
5. 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(s)
  • You can use the search bar to find the user by name or by company

Option 2

This option is better for adding one user to many projects.

• Navigate to the Teams page
• Find the team member you wish to add to projects
• Click the projects displayed in the "Associated Projects" column
  • This will open up an editing window
• Select the "Add to Projects" button
• Use the dropdown menu to select all projects you wish to assign the team member to
  • You can search for projects by name or by unique ID
• Select ADD

What is it? Single Sign-On (SSO) lets everyone on your team log in to the platform using the same credentials they already use for other work tools — no extra passwords to remember.

Who is it for? SSO is available for organizations on unlimited-user contracts.

How do I get set up? SSO is configured at the account level by your administrator. To get started, reach out to support@solargrade.io and we'll walk you through the setup process.

Why use it?

• One login for your whole team
• Easier onboarding for new users
• Improved security through centralized access control

Need help? Contact us to learn more about enabling SSO for your organization.