Partner Management lets you organize the dealers and other companies you work with into partners inside your Aurora account. This article explains how partners work, what you can set up for each one, and where to start.
In this article:
What it is
A partner is an organization inside your tenant, the main Aurora account your company owns. Each partner has its own users, teams, and projects, and users in a partner can only access the projects in their partners. You can also give each partner its own logo, base price per watt (PPW), and database items, such as components, adders, and proposal templates. Partner Management is available on Grow and Scale plans, or as an add-on for Custom plans, and only tenant Admins can create, edit, and delete partners.
Key features
- Creating, editing, and deleting partners — Create partners, set each one’s name, logo, base PPW, and Sales Mode inverter, and delete partners you no longer need.
- Adding and removing partner users — Add users and teams to a partner, create new users in a partner, and remove users.
- Assigning projects to partners — Choose a partner when you create a project, and move projects between partners.
- Partner Admins: Partner-enabled Advanced Roles — Create a Partner-enabled Advanced Role for a contact at the partner.
- Assigning Modules & Components to Partners — Choose which modules, inverters, DC optimizers, and batteries each partner can use.
- Assigning adders & discounts to partners — Choose which adders and discounts each partner can use.
- Assigning Custom & Integrated Financing Products to Partners — Make custom financing products and financing integrations available to specific partners.
- Assigning Proposal Templates to Partners — Choose which proposal templates each partner can use.
Getting started
To set up a new partner, work through these steps in order.
- Create the partner and choose its logo and base PPW. See Creating, editing, and deleting partners.
- Add the partner’s users or teams. See Adding and removing partner users.
- Assign the components, adders and discounts, financing, and proposal templates the partner should use. The articles under Key features cover each one.
- Create projects in the partner, or move existing projects into it. See Assigning projects to partners.
FAQ
What’s the difference between a partner and a team?
A partner has its own users, teams, settings, and database configuration. A team only limits which users can access which projects, and it can sit in your tenant or inside a partner. A team inside a partner follows that partner’s settings.
Which projects can users in a partner see?
It depends on their role and teams. Inside a partner, users on a team see that team’s projects and projects assigned to them. Projects with no team are visible only to Admins and users who aren’t on a team.
Can Admins see partner projects?
Yes. Admins automatically have access to all organizations and teams, so they can see every partner’s projects.
Who can see projects that aren’t in a partner?
Admins, users with an All-Access role, and tenant users who are Team Members, or have a team-enabled Advanced Role, and aren’t on a team. Users in partners can’t see these projects.
Can a user or a project belong to more than one partner?
A user can belong to several partners and access the projects in each one. A project belongs to one organization at a time: your tenant or a single partner.