- 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
Managing Users
Admin/Owner Feature
- In the sidebar menu, expand the "Company" dropdown.
- Within the dropdown, select the "Search User" option.
- To find a user, you can enter their name, email address, or user ID in the search field and then click the search button. If you prefer, you can also click the search button without entering any details, which will present you with a complete list of all users. This allows you to browse through the available options and select the user you need.
- Once you find the user that you need to manage, press their name to reroute to their user profile.
- Inside the user profile, you will be able to adjust their name, email, phone number, primary role, company, etc.
- After making all adjustments to the user profile, press the save button.