Administrators can add users in the account. To add a user, go to Settings > Users. These are the different user roles and what they can access and do in the MODsolar Platform:

 

Administrator

  • Can create, edit, clone and download all proposals created by them, assigned to them and   by other users including Supervisors and other Administrators.
  • Can assign leads to other users including Supervisors and other Administrators.
  • Has access to Settings.

 

 

Supervisor

  • Can create, edit, clone and download all proposals created by them, assigned to them and by other users including other Supervisors and Administrators.
  • Can assign leads to other users including other Supervisors and Administrators.
  • Does NOT have access to Settings.

 

 

User

  • Can create, edit, clone and download all proposals created by them, assigned to them but NOT by other users.
  • CANNOT assign leads to other users.
  • Does NOT have access to Settings.

 

 

 

To change the user’s role, go to Settings > Users > edit a User > select the Role > click Save.