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MANAGING YOUR ACCOUNT

UPDATING YOUR PROFILE

You can update your profile information by going to the My Profile tab at top right of the page.

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Fill in your details such as your name, phone number and email address.

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The information you set here will appear at the bottom of your proposals.

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You can also change your password anytime in this section.

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USER ROLES

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.

UPGRADING YOUR ACCOUNT

You can upgrade your subscription and increase the user limit in your account by doing the steps below:

1. Go to Settings.

2. Select My Account.

3. Click the Upgrade My License button.

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MODsolar Support will be notified of your request and will get back to you to discuss the upgrade.

To check our pricing tiers, click here.

Category: Account Administration