Table of Contents
- Creating, Editing, and Deleting Partners
- Assigning Projects to a Partner
- Adding New Users to Partners
- Project View for Users within Partners
Partner Management enables solar companies who work with external organizations, such as sales dealers, installers, or distributors, to unify those partners and their respective project pipelines in Aurora. When users are assigned to a Partner, they can only access the projects created within or assigned to that Partner; they are unable to access projects assigned to other Partners. (Admin users retain visibility and access to all projects across all Partners.)
Note: When using Teams or Limited Team Members in Aurora in conjunction with Partner Management, additional visibility controls may further restrict a user’s access to projects.
For each Partner you create, you can customize the company logos, pricing, and other elements of Aurora to empower that Partner’s efforts.
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.
In the Partner editor, use the fields to set your desired customizations for the Partner.
- Partner Name - Select how the Partner will be referenced throughout your Aurora account. Partner name must be unique and should be representative of an organization (this field is required)
- 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)
- Users - Add users to give them access to projects within this Partner. Note: you cannot remove users that have already been added to a Partner. Also, Admin users automatically have access to all projects for all Partners
Once all customizations have been added, click ‘Save’ to confirm your settings.
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 a three ways to assign existing projects to those Partners:
- The New Project page (during project creation)
- The Project Index (for bulk changes, must be an Admin)
- 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.
Bulk Assigning Projects to Partners via Project Index
As an Admin, navigate to the Projects page using the left-hand global navigation.
In the projects list, use the checkboxes to select the project(s) you want to assign to a Partner, and a “Move” button will appear near the top of the page. Note: You may only assign projects to a Partner if the selected projects have no assigned User, and no assigned Partner.
Assigning Projects to Partners via User Assignments
Navigate to Partners in the global navigation, click a Partner’s name in the list, then click ‘Edit’ in the upper-right corner. 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
When creating a new user in your Aurora account (navigate to Settings > Users and Licenses > + New User) with Partner Management activated, a required ‘Partner’ field will appear. Use the dropdown to assign the user to an existing Partner, or select ‘No Partner’.
Note: selecting ‘No Partner’ will result in this user having access to all projects for all Partners in your Aurora account.
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
Project View for Users in Partners
A user assigned to a Partner you’ve created will have visibility only into projects associated with that Partner. Shown below, the project view for a user within a Partner is limited only to 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?
- Partner name
- Logo (for use in proposals)
- Default Base Price-per-watt (BPPW)
- Users within the Partner
These customizations can be updated via the Partners page by selecting “Edit,” and will be applied to all new projects for a given Partner.
Do I have to assign all of my users to a partner?
No, users designated as “Team Members” do not have to be assigned to a Partner. Team Member users that are not assigned to a Partner will have visibility into all projects, whether assigned to a Partner or not.
Can a user be in more than one Partner?
No. Team Member and Limited Team Member users can each be in only one partner. Admins, however, can see all projects across all 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:
- Team Member users who have not been assigned to a Partner
Users assigned to a Partner cannot view projects without an assigned Partner; they can only view projects assigned to their specific Partner.
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.
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 deleted from 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?
In order to delete a Partner, all assigned users and projects must first be removed or deleted. The name of the Partner and all custom fields will be lost when 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.
Is Partner Management supported by the API?
Yes. Check Aurora’s API documentation site for the latest API configuration updates.