...
Users with Admin level permission can request updates to
...
their account directly in User Settings on the Account Update 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
...
the Admin know once the request is
...
complete. We strive to complete all requests within three business days, but it can take
...
longer if we need to confirm
...
any details with 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 you'd like to add storage or EE equipment, you can add it under Project Settings |
...
. |
...
...
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 ones, or removing them. If you want to block an incentive from being included in your quotes, there is no need to fill out this form. You can do this yourself in the quote settings - here's more information on how to blacklist incentives. |
Operations Workflow | Use this form to make changes to the milestones and tasks in the operations phase. |
**Please note that on July 1, 2022, we will deactivate all the Typeform links used before this update.
The new form look is shown below:
Don't hesitate to get in touch with support@goeverbright.com for all other requests.