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Users with Admin level permission can request updates to their account directly in User Settings on the Account Updates Settings page.
An organization's Admin can request updates to their account directly on the Account Update Settings page.
In User Settings, click on Account Updates on the upper left of the page.
Go to the Select Form dropdown to fill out and submit the form directly on the Account Update Settings page.
The account type automatically filters the form options available under Select Form.
Submitting a form will automatically create a ticket in our support system, and we will let
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the Admin know once the request is
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complete. We strive to complete all requests within three business days, but it can take
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longer if we need to confirm any details with
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Request Type
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When to Use
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Survey Link
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New Modules or Inverters
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the Admin.
Below is the list of forms available on the Account Updates page.
Form Name | When to Use |
|---|---|
Channel Partner | Use this form to add a new channel or downstream partner. |
Document | Use this form to add or update contracts, templates, or other documents. |
Equipment | Use this form to add modules or inverters to our database. If the equipment is already in our database or |
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you'd like to add storage or EE equipment, you can add it under Project Settings. |
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https://everbright.typeform.com/to/rriXM7
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Changes to Incentives
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Financing Products | Use this form to add or update financing products in your account. |
Incentives | With this form, you can request any incentive updates or changes, whether adding new incentives, changing existing |
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ones, or removing them. |
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If you |
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want to block an incentive from being included in your quotes, there is no need to fill out |
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this form |
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. You can do this |
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yourself in the quote settings - |
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here's more information on |
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https://everbright.typeform.com/to/djXw54
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New Financing Products or Financing Revisions
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This form should be used whenever you would like to add or update financing products in your account. Please note that you must have a Premium or Pro subscription for configured financing.
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https://everbright.typeform.com/to/W1lKPQ
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New Contracts or Contract Updates
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This form should be used whenever you would like to add or update your accounts contract or other documents. Please note, you must have a Premium or Pro subscription to have a templated documented. Premium accounts are allowed one custom templated document and Pro accounts are allowed up to twenty. EverBright can add additional documents but for an additional $50/month per document fee.
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https://everbright.typeform.com/to/j4W6fb
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Changes to Operations
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how to blacklist incentives. | |
Operations Workflow | Use this form to make changes to the milestones and tasks in the operations phase |
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https://everbright.typeform.com/to/eTBpiq
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New Channel Partner Accounts
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This form should be used when you would like to add a new channel partner. Please note, you must have a Pro subscription to use EverBright's channel management features and it is limited to 20 channel partners unless you and your account manager have agreed upon more. Additional channel partners can be added for an additional fee of $25/month for every partner over 20..
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. |
Don't hesitate to get in touch with support@goeverbright.com for all other requests.