...
- Organization Settings - these settings allow you to edit company information, teams, and users.
- My Organization - account profile settings allow you to set a logo , branding color, and company details.
- Partnerships - available to Pro accounts, this allows admins to control partnerships with other companies and channel organizations.
- Users - add users then add the relevant teams and permissions (Manager, Write).
- Teams - add teams, give teams permissions to different phases of the tool, and manage which users are in each team. Users can be part of multiple teams and will have the set of permissions granted across the teams they are a part of.
- Usage Settings - add and edit personas for the daily usage profile.
- MyProposal Settings - edit proposal templates & defaults
- Equipment Settings - add, remove, or adjusts costs and defaults for equipment. Equipment settings include solar modules, inverters, storage, and energy efficiency.
...
You might also want to check out these related articles: