Enterprise Management.

1. ENTERPRISE MANAGEMENT

1.1. COMPANY INFORMATION
In the main menu, click ‘Company’ -> ‘Info’ to enter the Information page, where you can add company information according to the prompts.

To update/change the company information, click the ‘Edit’ button on the Information page.

1.2. ROLE MANAGEMENT
In the main menu, click ‘Company’ -> ‘Info’ to enter the Role page.

Click the ‘Add’ button on this page to enter the role name and select the permissions you want to assign in the pop-up window to complete the new role addition. As shown below.

When you need to edit the permissions of a role or delete the role, click the ‘Edit’ or ‘Delete’ button behind the role in the ‘Role List’ to complete the operation. As shown in the figure below.

1.3. STAFF MANAGEMENT
In the main menu, click ‘Company’ -> ‘Staff’ to enter the Staff page.

Click the ‘Add’ button and follow the prompts to complete the addition of new employees. As shown below.

When an employee changes, you can find the employee in the Staff List page and click the ‘Edit’ or ‘Delete’ button to change the role of the employee or delete the employee.

1.4. SETTING / CHANGING CUSTOMER PERMISSIONS
If you are an installer, you have the ability to change and set your customers permissions.

1.4.1. Creating user permissions
You need to start by creating a Customer Type.
1. In the menu, first click ‘Customer’, then ‘Customer Type’.

2. Here you then want to click ‘Add’ to create a customer type.

3. You will need to give the customer type a name and remark. For example, we have used ‘Advanced Customer’ as the name and a brief description of what that customer type has access to in the ‘Remark’ section. You can then set the appropriate sections that you feel this Customer Type can have access to.

1.4.2. Assigning customer permissions

After creating the customer type, you need to assign the customer type you created to your customer.
1. In the main menu, first click ‘Customer’, the ‘Customer’.

2. Then click ‘Add’ to the customer and assign the customer type.

3. You now need to enter the customer username in the ‘Account’ field, select you ‘Customer Type’ that you just created from the drop-down list, and then enter the company or users name in the ‘Company’ field (this is mainly for your records). Finally click ‘Confirm’ to save the changes.

1.5. SHARING A PLANT
If you are an installer and need to share the plant you created for a customer, follow the steps below.
1. In the menu, first click ‘My Plant’, then ‘Plant List’.

2. Click ‘More’ (…) and then ‘Share’ in the plant you want to share.

3. You will then be presented with the option to share to an account. At this moment, you need to enter the customers username that they used to sign up to the platform, and finally click ‘Confirm’.