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When completing company specific requests there are a few items we need to check before moving forward sending the request to configuration. The below does not pertain to industry wide data changes such as adding modules and inverters to the database or updating incentives, as this affects the whole platform and we verify the request data.

Permissions of Reporter

  • To proceed with a request, the requester must be an organization admin for the account. If this request is from a channel partner, you need to get the permission from the organization admin of the channel manager organization.

  • You can check the permissions level of the reporter several ways. You can login to the organization and see the user is on a team that has access to settings and is a manager. For most organizations this means, they will be managers on the Organization Team; however, since teams can be customized it is good to check all teams to confirm that they have settings enabled.

  • You can query the teams and manager status using either query here.

  • To confirm if the user is a channel partner and not the parent org, you can use this query. You can see the org type. If the org type is not Installer or Channel Manager, than the channel manager’s permission will be required.

  • If you need to reach out for the correct permissions, please use this email template.

Subscription Level

  • Further, not all subscription tiers are eligible for all the same configurations:

    • Basics receive cash and integrated financing

    • Premiums receive:

      • cash

      • configured financing

      • integrated financing

      • 1 customer document template

    • Pros receive:

      • cash

      • configured financing

      • integrated financing

      • 20 customer document template

      • 20 channel partner organizations

  • You can see which subscriptions an organization has by logging into QuickSight and looking at the Support SalesForce dashboard

  • Additionally, some orgs pay for an upgrades. Like a basic may pay to have a custom template and pay an additional $50/month. You can see those by logging into Invoiced and looking at their subscription details. See example below:

Document Testing

  • This should not prevent a request from going forward, but we should make sure to ask whether or a not a customer would like to test the document on onboard before sending the request to configuration. See email template here.

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