Getting Started with Solo
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How does inheritance work from existing templates or accounts?

If you have an existing SOLO account and want a sub-account to mirror the same offerings—such as adders, modules, inverters, financing, etc.—you can request a Proposal Support agent or your Technical Account Manager to set up an inheritance. Once this inheritance is established, you will not be able to make changes directly to the sub-account. Instead, any updates must be made to the master account, which will then automatically apply those updates to all inherited accounts.