--- title: The Hybrid Account Model description: "Please note: The use of "Owner" and "Admin" in this article refers to users with a primary role of SAAS Owner or SAAS Admin.  A hybrid model is a combination of our Installer Template and Direct model" --- [Skip to content](https://help.gosolo.io/the-hybrid-company-model#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [General Owner Settings](https://help.gosolo.io/general-owner-settings?hsLang=en) July 16, 2025 # The Hybrid Account Model Please note: The use of "Owner" and "Admin" in this article refers to users with a primary role of **SAAS Owner** or **SAAS Admin**.  A hybrid model is a combination of our [Installer Template](https://help.gosolo.io/the-sales-growth-company-model?hsLang=en) and [Direct](https://help.gosolo.io/the-installer-company-model?hsLang=en) models. In this structure, each sub-account under the master, functions as its own Installer Template model.  It includes a Master Account for owners and admins, sub-accounts to group and house all users, and template accounts underneath each sub, allowing reps to select the installer or state settings for individual customers.  ![Install Account Model (1)](https://help.gosolo.io/hs-fs/hubfs/Install%20Account%20Model%20(1).jpg?width=688&height=403&name=Install%20Account%20Model%20(1).jpg) Characteristics of this model include:  **Master Account**  - Typically, the only users housed in the master account are owners and admins. - Owners and admins under this account can see *all* data from *all* accounts (both subs and their templates). - Owners within the master account can adjust the MissionControl settings of any sub-account or template at any time. - Owners and admins under the master can request additional sub-accounts or templates at any time, using our [company updates form](https://support.gosolo.io/company-updates?hsLang=en). - Billing is assessed on the master account only. **Sub-Account(s)** - Users will live within the sub-account, with all visibility restricted to that sub-account and its templates. - Users will have the ability to select templates for the individual customer during customer creation/the initial proposal request. - Each user will only have access to the customers they are assigned to, though the same permissions per user still exist (i.e. owners of a sub can view all data within the sub, but Sales Reps can only view *their* customers). **Template(s)** - Customers and customer data will be tied to the template selected during the customer creation. - Templates can be customized via MissionControl by an owner of the master or an owner of the sub-account. This includes equipment, color and logo, finance, adders, and more! - Templates can be limited to only show up for customers in specific states, I.e. if a customer's address is in TX, and there are NV templates, the NV templates will not be an available option to select.   **For further questions or to request a specific account structure, please reach out to your CSM or our Customer Support team.**  - [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en) - [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content) - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account) - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users) - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions) - [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) - [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content) - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign) - [Proposals](https://help.gosolo.io/proposals?hsLang=en#main-content) - [Requesting a Proposal](https://help.gosolo.io/proposals?hsLang=en#requesting-a-proposal) - [Adjusting Your Proposals](https://help.gosolo.io/proposals?hsLang=en#adjusting-your-proposals) - [Sharing Proposals](https://help.gosolo.io/proposals?hsLang=en#sharing-proposals) - [Understanding the Proposal](https://help.gosolo.io/proposals?hsLang=en#understanding-the-proposal) - [Video Gallery](https://help.gosolo.io/proposals?hsLang=en#video-gallery) - [Roofing Proposals](https://help.gosolo.io/proposals?hsLang=en#roofing-proposals) - [Battery-Only Proposals](https://help.gosolo.io/proposals?hsLang=en#battery-only-proposals) - [Shade Reports](https://help.gosolo.io/proposals?hsLang=en#shade-reports) - [DXF](https://help.gosolo.io/proposals?hsLang=en#dxf) - [SoloSign](https://help.gosolo.io/solosign?hsLang=en#main-content) - [SoloSign+](https://help.gosolo.io/solosign?hsLang=en#solosign) - [SoloSign Self Service](https://help.gosolo.io/solosign?hsLang=en#solosign-self-service) - [General Owner Settings](https://help.gosolo.io/general-owner-settings?hsLang=en) - [MissionControl](https://help.gosolo.io/missioncontrol?hsLang=en#main-content) - [Finance Options](https://help.gosolo.io/missioncontrol?hsLang=en#finance-options) - [Modules](https://help.gosolo.io/missioncontrol?hsLang=en#modules) - [Inverters](https://help.gosolo.io/missioncontrol?hsLang=en#inverters) - [Optimizers](https://help.gosolo.io/missioncontrol?hsLang=en#optimizers) - [Batteries](https://help.gosolo.io/missioncontrol?hsLang=en#batteries) - [Proposal Theme](https://help.gosolo.io/missioncontrol?hsLang=en#proposal-theme) - [Adders](https://help.gosolo.io/missioncontrol?hsLang=en#adders) - [Company Pricing](https://help.gosolo.io/missioncontrol?hsLang=en#company-pricing) - [Design Preferences](https://help.gosolo.io/missioncontrol?hsLang=en#design-preferences) - [Shade Report](https://help.gosolo.io/missioncontrol?hsLang=en#shade-report) - [Lender Priority](https://help.gosolo.io/missioncontrol?hsLang=en#lender-priority) - [DXF](https://help.gosolo.io/missioncontrol?hsLang=en#dxf) - [Company Settings](https://help.gosolo.io/missioncontrol?hsLang=en#company-settings) - [Integrations & Partnerships](https://help.gosolo.io/integrations-partnerships?hsLang=en#main-content) - [API Documentation](https://help.gosolo.io/integrations-partnerships?hsLang=en#api-documentation) - [Webhooks](https://help.gosolo.io/integrations-partnerships?hsLang=en#webhooks) - [Palmetto LightReach](https://help.gosolo.io/integrations-partnerships?hsLang=en#palmetto-lightreach) - [GoodLeap](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap) - [GoodLeap TPO](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap-tpo) - [Sunlight Financial](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-financial) - [Sunlight SunSaver](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-sunsaver) - [Dividend](https://help.gosolo.io/integrations-partnerships?hsLang=en#dividend) - [Sungage](https://help.gosolo.io/integrations-partnerships?hsLang=en#sungage) - [Callpilot](https://help.gosolo.io/integrations-partnerships?hsLang=en#callpilot) - [Radicl](https://help.gosolo.io/integrations-partnerships?hsLang=en#radicl) - [Solar Insure](https://help.gosolo.io/integrations-partnerships?hsLang=en#solar-insure) - [Align Solar Protection](https://help.gosolo.io/integrations-partnerships?hsLang=en#align-solar-protection) - [Vivint](https://help.gosolo.io/integrations-partnerships?hsLang=en#vivint) - [Figure](https://help.gosolo.io/integrations-partnerships?hsLang=en#figure) - [Participate Energy](https://help.gosolo.io/integrations-partnerships?hsLang=en#participate-energy) - [SolarNexus](https://help.gosolo.io/integrations-partnerships?hsLang=en#solarnexus) - [What's New](https://help.gosolo.io/whats-new?hsLang=en) - [User Support](https://help.gosolo.io/user-support?hsLang=en#main-content) - [English Video Gallery](https://help.gosolo.io/user-support?hsLang=en#english-video-gallery) - [Spanish Video Gallery](https://help.gosolo.io/user-support?hsLang=en#spanish-video-gallery) [![Chill listening crop-3](https://help.gosolo.io/hubfs/Solo%20Black-2.svg "Chill listening crop-3")](https://gosolo.io) Copyright © 2025, Solo