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Table of Contents
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
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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.
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.
