Table of Contents 

• Overview
• Assigning Modules to Partners
• Assigning Inverters & DC Optimizers to Partners
• Views for Users within Partners

Overview

For sales dealers, distributors, or other partners that require access to specific equipment in Aurora, Modules can be configured and made available for specific Partner(s) in your account. By assigning Modules or any other Database objects to a Partner or Partners, those users will have access to them throughout Sales Mode and Design Mode. 

Read more: User Management: Partners

Assigning Modules to Partners

Navigate to the Database and select Modules in the left-hand menu. To locate a specific module, type its name or manufacturer into the Search bar, or click the column headers to sort.

Next, click any module’s row in the list to open a tray on the right-hand side. Click Edit in the bottom corner.

Use the Assign to… drop-down menu to select which projects will display that module in Sales Mode & Design Mode:

• All Partners - all existing and new projects belonging to a Partner will display this module as an option
• No Partner - only projects that are not associated with any Partner will display this module
• One or Multiple Partners - only projects belonging to the Partner(s) selected will display this module
  • A single module can be assigned to any number of Partners
  • Projects assigned to newly created Partners will not display this module; an Admin must either update the module assignment to ‘All partners’ to include new Partners, or manually assign the module to new Partners as they are created

Click Save in the bottom-right corner to update module assignments.

Assigning Inverters & DC Optimizers to Partners

For Design Mode Users

Navigate to the Database and select Inverters or DC Optimizers in the left-hand menu. To locate a specific component, type its name or manufacturer into the Search bar, or click the column headers to sort.

Next, click any component’s row in the list to open a tray on the right-hand side. Click Edit in the bottom corner.

Use the Assign to… drop-down menu to select which projects or Partner projects will display the component in Design Mode:

• All Partners - all existing and new projects belonging to a Partner will display this component as an option
• No Partner - only projects that are not associated with any Partner will display this component
• One or Multiple Partners - only projects belonging to the Partner(s) selected will display this component
  • A single component can be assigned to any number of Partners
  • Projects assigned to newly created Partners will not display this component; an Admin must either update the component assignment to ‘All partners’ to include new Partners, or manually assign the component to new Partners as they are created

Click Save in the bottom-right corner to update component assignments.

For Sales Mode Users

Partner-level Sales Mode Inverters and DC Optimizers

Navigate to Partners using the left-hand menu, select a Partner from the list and click Edit in the upper-right corner of the Partner detail page. This partner’s projects will follow the settings chosen here:

• Adopt my organization’s Sales Mode inverter: all of this Partner’s projects will reference your organization’s selected Sales Mode inverter (located in Settings > Design)
• Add custom Sales Mode inverter: this Partner’s projects will use the inverter you select from the drop-down menu as the default in Sales Mode (only new projects will adopt this customization)

Just like at the tenant level, choose either Microinverter or String inverter to make a model available for projects in Sales Mode. When selecting a String inverter, you may also add one model of DC optimizer.

These models will appear for designs created in Sales Mode within projects assigned to this Partner, regardless of which components are enabled, recommended, or assigned in the Database.

Tenant-level Sales Mode Inverters and DC Optimizers

Navigate to Settings using in the left-hand menu. Next select the Design page, click Edit in the upper-right corner, and locate the Sales Mode inverters section. When selecting a String inverter, you may also add one model of DC optimizer.

Selections you make here will be applied to all projects and Partner projects by default, unless custom selections for individual Partners are made (see above), regardless of which components are enabled, recommended, or assigned in the Database.

View for Users within Partners

In Sales Mode, when users open projects belonging to Partners and click on the Edit solar panels menu, they will see only those Modules assigned to the project’s Partner by the Admin.

In Design Mode, when users are editing the System design in projects and click Panels > Modules, they will see only those modules assigned to the project’s Partner by the Admin. The same applies to all other panel selection lists for any project belonging to a partner.