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.

Role types and adding or removing users

To add users, you’ll need the individual’s name and email address (they do not need an existing Easy PV account). You can choose a user’s role from the Role Type drop-down menu, the roles are:

• Admin: role includes the ability to view and manage Pro team settings
• Standard: can access all pro features but cannot view or edit the pro account settings

The Owner role cannot be selected, this user has same permissions as admin but cannot be removed from the team, so make sure this is under an email address you can access even if the owner was to leave the company.

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

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 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: 

Viewing projects shared with you

To view projects shared with you, make sure this option is selected in the project list page: 

Projects owned by others will say Owned by [name] in the top right corner of the project: