Table of Contents

Contact and role

Each Account may have one or more Contacts.

A Contact is a person who has individual access using their email address and password to the Account's Sites. These are, for example, employees of a property management company or a photovoltaic installation company who have access to the Sites managed by their employer.

Each Contact has the following main settings:

  • First name
  • Last name
  • E-mail
  • Role:
    • Administrator
    • Member

Role

The Contact with the Administrator role can edit the Account settings as well as add or delete Contacts. This is generally the person in charge of the Account&#3s;s company, who can thus add or delete Contacts according to the arrival and departure of people in their company.

Contacts with the Member role only have access to the Account's Sites.

Permissions

Permissions are the possible actions of a Contact on a Site. The default permissions are defined by the type of their Account.

For example, only Contacts of an Investor Account have access to Site accounting, whereas Contacts of an Installer Account can add and configure technical equipment.

How Did We Do?

Stakeholders

Contact