User Roles and Team Management

• Add a new user
• Manage existing users
  • Deleting a user
• Managing Teams
• User Roles
• Workflows
• Sales Reports
• Related articles

 

Add a new user

1. On the top right-side of your screen. go to the Admin
   
   

2. Under Users proceed to Invite User and Click on Create User Invitation
   
   

3. Enter their email and set an appropriate Role. Add other optional settings and Click Invite.
   

4. They will be sent an email prompting them to sign in. Please ask them to follow the instructions in this email.

Note: You need to be a Business Admin user to invite new users.

Manage existing users

1. Go to Admin > Users > Manage Users
   

2. Click the edit icon next to the user you wish to edit.

3. Their User Profile will now open, and you can edit any information needed, such as their role, quoting defaults, phone number etc.
   
   
   

You need to be a Business Admin user to manage users.

Deleting a user

When you delete a user, you will be prompted to reassign contacts and quotes that have been created or updated by that user. This is required to in order for those contacts and quotes to be included in your list views.

The user account will be completely removed and cannot be reinstated except by inviting the user as a new user account.

Managing Teams

The Teams feature in SolarPlus allows you to organise your users into specific groups, ensuring each member only sees and manages information relevant to their role or assigned team. This helps streamline workflows, improve collaboration, and maintain data visibility control within your business.

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What Are Teams?

Teams in SolarPlus help segment your users by function — such as Designers, Salespeople, Sales Managers, or Installers.

Each team member’s dashboard, quotes, and contact views will be limited to their assigned team’s activities.
This ensures that each department stays focused on their responsibilities without unnecessary clutter or access to other teams' data.

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Visibility and Access Rules

Role	Access Scope
Team Member (Designer, Sales, Installer, etc.)	Can only view quotes, contacts, and projects created by or assigned to their team.
Team Manager	Has access to all outputs and records under their specific team.
Business Admin / Manager Role	Has full access to all team data, regardless of which team they belong to.

Tip: Assigning clear team roles helps maintain better data control and makes reporting and project tracking much easier. User Roles and Permissions

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Example:

• You create two teams: Residential Team and Commercial Team.

• The Residential Team members only see quotes and customers they or their teammates have worked with.

• The Commercial Team only sees jobs assigned to them.

• The Business Admin and Manager roles, however, can view everything across both teams.

How to Create a new team:

1. On the top right-side of your screen. go to the Admin
   
   

2. Under Users proceed to Manage Teams and Click on Create Team
   
   
   

3. Enter their Team Name and Click Create.
   

How to Assign a Team:
Go to Admin > Users > Manage Users. Click the edit icon next to the user you wish to edit. Their User Profile will now open, and you scroll down to check on Teams section and add a Team.

Workflows

See how to manage workflows

User Roles

See the full list of user roles and what each can and can’t do/access .

Sales Reports

Track sales performance and revenue with Sales Reports

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