Table of Contents 

• Overview
• Assigning Modules to Partners
• Assigning Inverters & DC Optimizers to Partners
• Assigning Batteries 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.

Assigning Batteries to Partners

Navigate to the Database and select Batteries 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 in the list to open a detail page. Click Edit in the upper-right corner.

 

Use the Assign to… drop-down menu to select which projects will display the component on the Storage Design page (accessible from both Design Mode and Sales 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 upper-right corner to update component assignments.

Note: Battery-relevant inverters will appear among options for battery inverters on the Storage Design page, but Admins must still use the Inverters Database page to first enable battery-relevant inverters and then assign them to Partners. 

Setting Battery Price Variants for Partners

To customize a battery’s unit price for one or more partners, you can Add variant prices from the battery detail page. 

Use the Assign to… dropdown to select one or more Partners whose projects will adopt the variant price.

Just as for default battery prices, set variant per-unit price(s) in the fields to the right of your Partner selection. Note that any additional battery units beyond your last specified unit price will also adopt that unit price. For the example shown below, the 3rd battery unit of this type, when added to a project belonging to this Partner, will adopt a price of $11,000.

To add more variant prices, continue clicking Add variant prices and using the fields to enter dollar amounts..

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

View for Users within Partners

Modules

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. They will not see components like Inverters and DC optimizers as these are automatically applied to designs created by Sales Mode users.

 

In Design Mode, when users are editing the System design 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.

 

Inverters & DC Optimizers

After clicking AutoDesigner then the Energy tab, the Components section will show those string inverters, microinverters, and DC optimizers assigned to the project’s Partner by the Admin. The same applies to all other PV inverter and DC optimizer selection lists for any project belonging to a partner.

 

 

For components including inverters, DC optimizers and more, Design Mode users will only be able to search for those components assigned to their Partner by an Admin.

Batteries

Access the Storage Design page from Sales Mode by clicking the Storage icon in the navigation bar, or by scrolling to that section and clicking Add/Edit storage.

From Design Mode, click the drop-down in the navigation bar and then click Storage.

 

From the Storage Design page, use the Choose battery drop-down to view and select from all batteries that have been assigned to the Partner to whom a project belongs. For battery models that require an inverter selection, an additional Inverter field will appear after a battery is selected.