Roles and Permissions

Collaborate effortlessly with customized roles and project access for your team and seamless connections to external organizations.

Manage your projects and workflows easily with custom roles, teams, and collaboration tools

Create a totally customized workflow based on how you manage your teams and structure your business.

Create custom roles and choose who in your team can view, create, edit, and/or delete fields and details across the Control and Projects zones
Create a Design Request queue to assign tasks and improve workflows between designers and salespeople
Improve communication and project management by assigning and tagging team members and partners on tasks and activities

Easily share and manage your projects with sales organizations, installers, and other collaborators

Connect multiple organizations for effortless business operations, including:

Comprehensive tool kit to easily manage networks and create dealer-specific configurations
Customizable permissions for enhanced visibility and control for internal and external teams
Dedicated support for painless onboarding of dealers
Trusted design outputs lead to accurate savings values and happy customers

What the Pros have to say

The design platform we used before only had “admin/non-admin”, which meant that we had zero flexibility as our team grew and we created more specialized roles at the company. Now that we’re on OpenSolar, we get total control over who sees what and who’s able to modify designs and proposals. It’s way easier and much better for quality control.