This article goes over how to create an Installer profile on SolisCloud. It also explains how to create sub-organizations, add additional sub-accounts, and designate specific roles to each account and sub-organization.
Step 1: Create a new account
- After downloading and installing SolisCloud click on “Register” in the top right corner
- Select “Organization”– Note: Owner accounts are only for homeowners
- Fill out all of the fields – Note: the email used here will be assigned as the “Director” of the Organization and will have the most amount of authority and control over the account
- Solar Pros Inc. will be the original “Organization” from here on to serve as an example
Step 2: Creating Sub-Organization Accounts
- After tapping “Register” and then logging in to the app, tap “Me” in the bottom right corner and then tap “My Organization”
- From here you can either create a subordinate organization [internal or external organization] for Solar Pros Inc. or you can add members to Solar Pros
- Tapping “Add member” brings you to Add member page where you can create a new user – to designate a specific role to the user, tap “To be allocated” and then tap the circle corresponding to the desired role
- Please keep in mind that the Administrator and Operations Manager roles will have more visibility and control
- Tapping “Add subordinate organization” brings you to the Create Organization page where you can make an organization that has access to Solar Pros systems – Organization Type let’s you designate the sub-organization as either internal or external – Note: only Internal Organizations will be able to see systems that have been created under a Solar Pros account
- The newly-created sub-organization will need to create their own sub-accounts, Solar Pros cannot do this