Creating, Editing, and Deleting Partners

 

Creating New Partners

To create a new Partner in your Aurora account, navigate to Partners in the global navigation then click + New partner.

 

 

Creating a new Partner involves three steps. In Step 1, add a Partner organization name.

• Partner organization name - Select how the Partner will be referenced throughout your Aurora tenant. Partner name must be unique and should be representative of an organization (this field is required) 

In Step 2, make selections to customize the Partner’s experience in Sales Mode:

• Logo - Choose whether projects and proposals under this Partner will adopt the organization’s logo or use a custom, Partner-specific logo (default setting: adopt my organization’s logo)
• Default Base Price Per Watt - Choose whether projects under this Partner will adopt the organization’s base price per watt or use a custom, Partner-specific value (default setting: adopt my organization’s default base price per watt)

 

In Step 3, select users or teams to add to the Partner organization. 

• Partner Users - Add users to give them access to projects within this Partner. Note: you cannot remove users from a Partner once they have been added. Also, Admin users automatically have access to all projects for all Partners

 

After completing the Partner creation process, you can access and edit additional customizations from the Partner organization page. Toggle between General Settings and Database and Users and Teams to view all Partner details. Shown below, the Database tab includes links to 

• Adders & discounts - Go to the Database to customize adders & discounts, then assign them to Partners. Learn more here.
• Components - Go to the Database to search for modules, inverters and optimizers, and batteries, then assign them to Partners. Learn more here.
• Proposal inverters and optimizers - Choose a custom inverter, and optimizer if relevant, for the Partner’s projects in Sales Mode, or to adopt the organization’s default inverter and optimizer

Once all customizations have been added, click Save to confirm your settings.

Editing Partners

To edit an existing Partner in your Aurora account, navigate to Partners in the global navigation then click that Partner’s name in the list.

 

 

From the Partner profile view, click ‘Edit’ in the upper-right corner. All fields, including Partner name, logo, base PPW, and users, will again become editable. After making your desired changes, click ‘Save’ to confirm.

Assigning Projects to Partners

After you’ve created and customized your Partners, there are three ways to assign existing projects to those Partners:

• The New Project page (during project creation)
• The Project Index page (only if not already assigned to a Partner or User)
• The Partner page (by adding the user who owns the project to the Partner)

Note: Once assigned to a Partner, a project cannot be moved to a different Partner. 

 

Assigning Projects to Partners at Project Creation

As an Admin creating a new project, a drop-down menu labeled “Partner” will appear on the New Project page. To assign this project to a Partner, simply select the Partner’s name using the drop-down.

 

Assigning Projects to Partners via User Assignments

Navigate to Partners in the global navigation, click a Partner’s name in the list, then click the Edit button located next to Users and teams. By selecting a user in the drop-down menu within the “Partner users” section of the Partner page, all previously created projects associated with that user will become assigned to the Partner. 

Adding New Users to Partners

In addition to editing a Partner profile to add existing Aurora users to the Partner organization, new users can be created directly within a Partner. Any user in your tenant can be added to one or multiple Partners to gain access to projects associated with those Partners.

There are two ways to approach user management within Partner organizations:

• Managed by Partner Admin (recommended) - The tenant-level Admin (Aurora account owner) creates a Partner Admin role type and assigned user(s) then create, edit, and manage all other users in the Partner organization
• Self-managed by Tenant-level Admin - The tenant-level Admin creates, edits, and manages all users across all Partner organizations 

Managing Users by Partner Admin

This process involves first using Advanced Roles to create a custom role type called Partner Admin or similar. Click here to learn more about creating a Partner Admin. Once the new role type has been created, you’ll create a single new user account for your main point of contact at the Partner organization and select the Partner Admin role type. This Partner Admin user will then be able to create, edit, and manage all other users within their Partner organization. Users must first belong to a Partner organization before they can be assigned a Partner Admin role. See the ‘Moving Users’ section below for more information.

 

Self-managing Users by Tenant-level Admin

Navigate to Settings > Users and Licenses. Next, click + New user in the upper-right. (When Partner Management is activated, a required ‘Organization’ field will appear on the user creation page. Use the dropdown to assign the user to an existing Partner. Warning: Selecting ‘My organization’ (no Partner) would create a tenant-level user who may be able to access projects belonging to multiple Partners, and any unassigned projects in your tenant.

 

Moving Users 

As a tenant-level Admin, it may be necessary to move Users from your tenant organization to a Partner organization in order to designate them as a Partner Admin or otherwise change their permissions (learn more here). 

To move a User in this way, follow these steps in order:

1. Create a Partner within your tenant
2. Move the User(s) into the Partner organization
3. If relevant, assign User(s) to the Partner Admin role.

Users can be moved when creating a new Partner or editing an existing one in the ‘Partner users’ section. Tenant-level Admins can choose to individual Users or entire Teams that already exist in their tenant. Note: Users in your tenant organization can only be moved to a Partner organization if they are not assigned a Team — Admins must remove the User from any Team(s) and review projects assigned to that User before they can be moved.

 

Assigning Database Objects to Partners

You can further customize a Partner’s access and experience in Aurora by specifying which objects in your Database are available in the Partner’s projects. When modules, adders, or other Database objects are assigned to a Partner or Partners, projects belonging to that Partner can leverage them in Sales Mode and Design Mode.

Read more: Assigning Modules & Component to Partners

Read more: Assigning Adders & Discounts to Partners

Read more: Assigning Proposal Templates to Partners

 

Project View for Users in Partners

A user assigned to a Partner will have visibility only into projects associated with that Partner. Shown below, the project view for a user within a Partner is limited to only that Partner’s projects. Additionally, the Partner Management icon is not available in the left-hand global navigation menu.

FAQ - Frequently Asked Questions

What can I customize for each Partner created?

These customizations can be updated via the Partners page by selecting “Edit,” and will be applied to all new projects for a given Partner.

• Partner name
• Logo (for use in proposals)
• Default Base Price-per-watt (BPPW)
• Users within the Partner
• Default inverter selection for Sales Mode

These customizations can be updated via the respective Database pages:

• Modules
• Inverters & DC optimizers
• Batteries
• Financing integrations & custom products
• Adders and discounts

 

Do I have to assign all of my users to a Partner?
No, users designated as “Team Members”, “Limited Team Members”, or any Advanced Roles you’ve created do not have to be assigned to a Partner. Team Members and Limited Team Members NOT assigned to any Team(s), and also users with team-enabled Advanced Role types, will have visibility into all projects at the tenant-level and those within all Partner organizations. They do not have visibility into projects assigned to tenant-level Teams. 

 

Can a user be in more than one Partner?
Yes. An Admin can assign a user to multiple Partners, giving that user access to projects belonging to all those Partners.

 

Can a project be assigned to more than one Partner?
No, projects can only be assigned to one Partner. Once assigned to a Partner, a project cannot be assigned to a different Partner.

 

When assigning a user to a Partner, do the user’s projects get assigned to that Partner?
If the user was previously not assigned to a Partner, their projects will be assigned to the Partner when the user is assigned to that Partner.

For example, if a user who is not assigned to a Partner is later assigned to Partner A, then that user's projects would also become assigned to Partner A.

Projects can be created in a Partner without being assigned to an individual user. Once a project is created in a Partner, it can be assigned only to an individual in that Partner, or remain unassigned to a user.

 

What happens if a project is not assigned to a Partner? Who can view the project?
If a project is not assigned to a Partner, then only the user groups below can view the project:

• Tenant-level Admins
• Other users who have not been assigned to a Partner or tenant-level Team 

Users assigned to a Partner can only view projects assigned to their specific Partner. E.g. User A can see projects belonging to Partner A, but not those belonging to Partner B.

 

What if I need to move a project to another partner or another user?
Admins in Aurora cannot re-assign projects to another Partner, nor can they assign projects to Users within a different Partner than the project.

Partner members can assign their own projects to other members of their same Partner; they cannot assign projects to members of another Partner. 

 

What if I need to move a user to another Partner?
Once added to a given Partner, a user may not be reassigned to another Partner. Upon being assigned to a Partner, a user’s already-assigned projects will migrate with them, but the user cannot be transferred to another Partner after this event. 

 

What happens if a user is deleted? What happens to their projects?
If a user’s account is deactivated in Aurora, their project(s) will remain assigned to the deactivated user and the Partner associated with those projects. The deactivated user will remain as the project’s assignee until another user clears the field or assigns a new project owner.

 

What happens if a Partner is deleted?
Only a Partner without any associated users or projects can be deleted. The name of the Partner and all custom fields will be lost when deleted. Any proposal templates authored by that partner will also be deleted. 

 

How is Secure Mode impacted? Do visibility and access rights differ between Team Member and Limited Team Member roles?
Partner Management in Aurora does not impact visibility and access rights in Secure Mode.

Limited Team Member users will only be able to see projects assigned to them; they are unable to view other projects assigned to their Partner. Team Member users can see all projects assigned to their Partner teams.

 

Is Partner Management supported by the API?
Yes. Check Aurora’s API documentation site for the latest API configuration updates.