- Solo Help Center
- General Owner Settings
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Getting Started with Solo
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Proposals
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SoloSign
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Planset & Engineering
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Integrations
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Partnerships
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MissionControl
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General Owner Settings
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SolarNexus
- Contact Support
- Application Overview
- Update Notes
- Tips and Tricks
- Integrating SolarNexus with Other Applications
- Incentives and Finance Programs
- Documents: Templates and DocuSign
- Shared Company Resources
- Reporting
- Project Data
- Resources: Service Offerings, Pricing, & Solution
- Resources: Products and Catalogs
- Project Milestones and Workflow Management
- Account and User Management
- Managing Sold Projects
- Energy and Financial Analysis
- PV Systems, Energy Storage, and Efficiency Measure
- Manage Sales Opportunities
- Create and Manage Jobs (Projects and Work Orders)
- Misc
- User Account Maintenance
- Utility Bills
- Managing Company Catalog
- Managing Projects
- Financial Analysis
- PV System Design and Production Estimates
- Video - Webinars and Tutorials
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User Support
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Release Notes
How to Create a User
Admin/Owner feature only!
- Click on the left-side hamburger menu and open the carat menu labeled "Company".
- In the Company drop-down menu, select "Create User".
- Enter in all the required fields for the new user (anything required will have an asterisk). When entering an email address for the new user, please ensure it is a valid & correct email address for the new user. Without the correct or valid email address, the user will not be able to access their account.
- If you want SMS and/or email opt-in, make sure these options are checked on.
- To ensure the new user gets a Welcome Email, make sure the "Send Welcome Email" is checked on.
- Tap "Create User".
Watch How to Create a User