Table of Contents

Contact and role

Each account can have one or more contacts.

A contact is a person who has individual access via 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 parameters:

  • First name
  • Last name
  • Email
  • Role:
    • Administrator
    • Member

Role

The contact with the Administrator role can edit account settings as well as add or delete contacts. This is generally the person responsible for the company's Account, who can thus add or delete contacts based on staff arrivals and departures within their company.

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

Permissions

Permissions are the actions a contact can perform on a site. Default permissions are defined by their account type.

For example, only contacts of an Investor account have access to the Site accounting, while contacts of an Installer account can add and configure technical equipment.

How Did We Do?

Stakeholders

Contact