This only applies to companies who are currently on the Installer Template model. If you're unsure which company model your organization is currently using, please reach contact support or your account manager.
SAAS Owners and SAAS Admins Only!
If your account uses the Installer Template model, you can control which sales reps have access to each template by assigning them directly. Follow the steps below to configure access.
- In the Solo sidebar, open 'Company' > 'Company List'.
- Locate the accounts that display 'Update' next to their name. These indicate Installer Template accounts.
- Click 'Update' for the template whose users you'd like to adjust.
- In the 'Approved Sales Reps' field, select the specific users who should be allowed to use the template.
- Changes will be saved automatically. Once you have added approved users, you can click outside the modal to close it.