General Owner Settings
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      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 and Direct 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)

      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.
      • 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.