**Note**: when you upgrade, you keep your existing account and projects, but just with access to Pro features.
--- ## Configure team settings Correctly setting up your team preferences can help you make the most of Easy PV Pro. Navigate to **Pro account settings** and click through each tab to set this up. Find further information in each section below. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/L1onYiJxt7l3JIq9-image.png) ### 1. General If you have multiple users in your team, you can edit team members and what role they have here. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/uDjFCEzWDvaLZHts-image.png) **Learn more**: [Pro team management and user roles](https://help.easy-pv.co.uk/books/getting-started-with-pro/page/pro-team-management "Pro: Team Management"). The details you set under **Company Details** will be used throughout Easy PV tasks, forms, and reports. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/FQdzrGxi5GVolasj-image.png) At the bottom of this section you can view and change your **subscription status**. ### 2. Configuring financial settings In the **Financial** tab you can configure **financial defaults for your team**. Many of these settings are the same as those available in user settings. Team financial settings override user financial settings and apply consistently across your team's projects. **Learn more**: [Setting financial defaults](https://help.easy-pv.co.uk/books/getting-started-f2k/page/setting-financial-defaults "Setting financial defaults"). ### 3. Upload team documents Any files uploaded to the documents tab will be accessible to any user in the team when sending emails through Easy PV. Upload your terms and conditions, MCS certificate or anything else you would like available for all projects. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/qnm0dmFpZifh90W7-teamuploads.gif) ### 4. Set up customised proposal With Easy PV Pro you have the option to customise the customer proposal to align more with your branding. **Learn more**: [Setting Up Your Customised Proposal](https://help.easy-pv.co.uk/books/getting-started-with-pro/page/pro-customer-proposal-customisation "Pro: Customer Proposal Customisation"). ### 5. Configure email credentials With Easy PV Pro you can send emails to your customer within projects. By setting up your email credentials, it means these emails will send from your domain, rather than from no-reply@easy-pv.co.uk. **Learn more**: [How to Set Up Email Credentials](https://help.easy-pv.co.uk/books/getting-started-with-pro/page/pro-email-credentials "Pro: Email Credentials"). ### 6. Design Adjust the default roof margin for new projects. ### 7. Performance Adjust the defaults used in the performance task. **Learn more**: [Performance Task Preferences](https://help.easy-pv.co.uk/books/getting-started-f2k/page/performance-task-preferences "Performance task preferences"). ### 8. CRM connections In this tab you can access your API key to connect with CRMs and job management platforms. **Learn more**: - [Existing Integrations](https://help.easy-pv.co.uk/books/faqs/page/does-easy-pv-have-integrations-with-crm-systems "Does Easy PV have integrations with CRM systems?") - [Developer guidelines](https://help.easy-pv.co.uk/books/developer-guidelines "Developer guidelines") for setting up your own integration ### 9. Speedy PV If you're interested in setting up Speedy PV, enable the Speedy PV configuration dashboard. **Learn more**: [Setting up Speedy PV](https://help.easy-pv.co.uk/books/getting-started/page/setting-up-speedy-pv "Setting Up Speedy PV"). ## Getting start with Pro features in a project Once you've configured your Pro account settings, you can get started using Pro features within a project. ### Project statuses From the project overview, you'll now be able to set the status on your project. Use filters on the right-hand side to view jobs in each stage. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/STCfYp9HYv4GgEqI-projectstatuses.gif) ### Project and component sharing If you'd like new projects or components shared by default, navigate to **My account** > **Preferences** > **General** and then **Default sharing**. Select the permissions you'd like to be given by default on new projects. These settings are account (not team) specific so will only apply to the account you are logged into. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-07/ngJh4VsovICRPUbH-defaultpermissons.gif) Old projects and components will not be shared with your team by default. Any old projects you'd like shared with your Pro team, you can share manually. **Learn more**: [Project and Component Sharing](https://help.easy-pv.co.uk/books/getting-started-with-pro/page/pro-share-projects-and-components "Pro: Share projects and components"). ### Using project features **Learn more** about the Pro features you can now use in projects: - [E-signing](https://help.easy-pv.co.uk/books/reports-documents-and-emails/page/pro-e-signing "Pro: E-signing") - [Document storage ](https://help.easy-pv.co.uk/books/reports-documents-and-emails/page/pro-document-management "Pro: Document Management") - [Sending emails ](https://help.easy-pv.co.uk/books/reports-documents-and-emails/page/pro-sending-emails-from-easy-pv "Pro: Sending emails from Easy PV") - [Survey and install records](https://help.easy-pv.co.uk/books/reports-documents-and-emails/page/pro-survey-and-installation-record-tasks "Pro: Survey and installation record tasks") - [DNO applications via Connect Direct](https://help.easy-pv.co.uk/books/reports-documents-and-emails/page/pro-dno-application-via-connect-direct "Pro: DNO Application via Connect Direct") --- ## Interested to know more? - **Live Training**: [Book onto a live demo session](https://cal.com/easy-pv/pro-training) which covers all the features that you get with Pro. - **FAQs**: Take a look at our [pro FAQs](https://help.easy-pv.co.uk/books/faqs/chapter/pro "Pro") for common questions. **Contact Support:** If you've got unanswered questions, feel free to get in touch with our support team at **help@easy-pv.co.uk** (UK) or **help@easy-pv.ie** (IE).