Pro Team Management and sharing permissions

Team management allows you to have control over who is on your Easy PV Team and the role type they have. The team owner and any users with the Admin role type can add and remove users as well as change their role type.

You can manage your team settings in Pro Account Settings > General.

Add and remove users

To add users, you’ll need the individual’s name and email address. You can choose a user’s role from the Role Type drop-down menu. The Admin role includes the ability to view and manage Pro team settings where as a Standard user will not have these options.

To remove a user, click on the icon beside the user. This will disable their account and remove them from the subscription. The owner account cannot be removed so ensure it is under a company email address.

CompanySharing detailspermissions 

Default sharing projects and components

YouThe sharing permissions for each individual user in the team can setbe defaultfound informationin thatMy account > Preferences > General and then Default sharing permissions. In this section, simply select which permissions you would like to be given automatically when creating a project or component. 

Manually sharing projects

To share an individual project, go to the project list page or the overview of the project:

1. Click the share icon on the project
2. Select which permissions you would like to share
   

   

3. Click save in the bottom right corner. If you have lots of members in your team, you may need to scroll down to see the save option.

The ability to share will only show on projects owned by you. You'll also see the options to

• Copy project link: users who have access to this project will be usedable acrossto allview yourit team’sfrom userthis accounts.link.
This
• Make includesowner: companythe name,users number, accreditation, logo, address, and postcode. The details you setdisplayed here will be used where relevant throughout Easy PV tasks, forms, and reports.

  Billing information 

  Here you enter the detailsmembers we should use for billingof your subscription.team, Ifclicking youmake haveowner awill separatetransfer accounts department, you may wishownership to usethis their email address here. We send out invoices by email every month after your subscription payment has been taken.

  Cancel your subscription

  To cancel your subscription, scroll to the bottom of the screen while in Pro Account Settings. Then click Cancel Subscription.user. This will cancelmean the project doesn't show on your subscriptionproject list (unless shared with your team) and your team’s accountsyou will switchno backlonger have permissions to standardchoose access.who the project is shared with. 

Manually sharing components

If you are using custom components in Easy PV, you can share those owned by you with other members of your team. The steps are very similar to above but for custom inverters and solar panels, you need to make sure you share both the manufacturer and the individual component: