Pro Team Management and sharing permissions
Pro team management
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.
Sharing permissions
Default sharing projects and components
The sharing permissions for each individual user in the team can be found in My account > Preferences > General and then Default sharing. In this section, simply select which permissions you would like to be given automatically when creating a project or component.
Manually sharing projects
- Click the share icon on the project
- Select which permissions you would like to share
- 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.
- Copy project link: users who have access to this project will be able to view it from this link.
- Make owner: the users displayed here will be the members of your team, clicking make owner will transfer ownership to this user. This will mean the project doesn't show on your project list (unless shared with your team) and you will no longer have permissions to choose 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:
