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Table of Contents
Overview
There is no default role type in Aurora called Partner Admin, but creating one using Advanced Roles is a recommended approach to user management within Partner organizations. Rather than creating, editing, and managing users yourself across all Partner organizations, tenant-level Admins (the Aurora account owners) can assign these responsibilities to one or more users within the Partner organization — likely the main point of contact at the Partner.
Tenant-level Admins may still choose to self-manage users within each Partner organization they invite to collaborate in their Aurora tenant. To learn more about self-managing Partner users, click here.
How to Create a Partner Admin
First, navigate to Settings > Roles in Aurora to create the Partner Admin role type using Advanced Roles. Click + New Role in the upper-right, or click on an existing Advanced Role in your tenant to Edit. Up to ten (10) Advanced Roles may be created and active in your tenant at any one time.
On the New role page, create your Partner Admin role by selecting Partner-enabled as the Project & user access level — no other options in this should be selected. Next, follow the options listed below to further configure this role’s permissions. Tip: You can create several versions of a Partner Admin in order to set unique permissions at one or more Partner organizations, while still enabling user management for all Partners.
First, assign a Role name. It’s recommended that you indicate partner admin privileges in the name, e.g. Company Admin or Sales Manager.
Next, use the Project & user access dropdown to select Partner-enabled, shown in the image above. By default, Partner-enabled roles will be able to edit projects — and also view and manage users — across all teams within their Partner organization. To grant additional permissions, use the check boxes associated with each of these options, which are the same across all Advanced Roles with any Project & user access level:
- Project creation - allow this user to create projects within the Partner organization, in addition to other permissions
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Content access - give the Partner Admin role the ability to edit additional details for projects within the Partner organization
- Pricing - Allow users in this role to view and/or edit pricing data shown in projects, Design Mode, and Sales Mode
- Financing Settings - Allow users in this role to view and/or edit financing settings in Design Mode and Sales Mode
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Design Mode - Allow users in this role to view and/or edit designs in Design Mode. Users with edit access can view all site models in a project
- Site model - Allow users in this role to edit the site model in Design Mode.
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Database
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Proposal templates
- Edit - This setting controls the ability to create new proposal templates and to edit those templates when disabled. It does not include the ability to enable and disable proposal templates; only the tenant admin can take those actions.
- Set default - Allow users in this role to set enabled templates as their organization’s default proposal template.
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Proposal templates
User Management for Partner Admins
Any Partner Admin (a user with a Partner-enabled Advanced Role) can create, edit, and delete users and teams within their Partner organization in Aurora. Additionally, Partner Admins can view their User and Organization profiles and a Database of components enabled by the tenant-level Admin.
Creating and Editing Users
First, click Settings then Users and licenses in the left-hand navigation. Then click + New User in the upper-right to invite a new user to your Partner organization.
On the New user page, there are four sections of information to complete:
- Profile - add basic information like First and Last name, Job title, Phone number, and Email address
- Region - select a region to determine the user’s temperature, measurement, and currency units; this will default to the Partner organization’s region, labeled ‘(my org)’
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Permission - assign a License type, Role, and Team(s)
- License type - Premium or Basic (By selecting No license, an invitation link will not be sent)
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Role - defines user permissions
- Admin - Can see, modify, and change ownership of all projects. Can change account settings and templates. Only administrators are allowed to change a user’s permissions or initially set them upon inviting them.
- Team Member - Can see and modify all projects and leads, and can assign/reassign any project in Aurora. Team Members can also view and edit project content such as pricing, Design Mode, and the site model. Team members can’t change account settings or templates.
- Limited Team Member - Can only see and modify their own projects and leads. Limited team members can’t change account settings or templates. Admins can edit the Limited Team Member role to enable or restrict these users from editing the site model.
- Team(s) - when users are assigned to Teams, they can only access projects also assigned to their Team; click here to learn more about Teams
- Base price per watt range - in addition to the Partner organization’s default price-per-watt (PPW), a minimum and/or maximum PPW can be set at the user level
Click Save in the upper-right.
| Note: If the tenant-level Admin has created additional Advanced Role types, these will also be available for Partner Admins to select when creating new users within their individual Partner organizations. |
To edit an existing user, navigate to Users and licenses and click on a user from the list. Click Edit in the upper-right.
Creating and Editing Teams
Teams determine group-level project access for users in your Partner organization. Members may belong to more than one team, but projects can only be assigned to one user and one team.
To create a new Team, first click Settings then Teams in the left-hand navigation. Then click + Add new team in the upper-right.
Assign a Team name, then select any existing Users within your Partner organization who should be added to this team.
If existing projects are associated with Users you’ve selected, a warning like the one below will appear. Adding Users to Teams makes any projects assigned to those Users, but not assigned to an existing Team, visible to all other Users in the new Team.
Click Save in the upper-right.
To edit an existing Team, navigate to Teams and click on a Team from the list. Click Edit in the upper-right.
Profiles and Roles View
Under Settings, Partner Admins can view their User profile, and also lists of Users, Roles, and Teams in their Partner organization.
A Partner Admin can Create or Edit Users, Teams, and also their own User profile. The Roles page is view-only for Partner Admins and shows permissions for each type of Role — only a tenant-level Admin can create or edit a Role’s permissions.
Database View
Under Database, Partner Admins can view a variety of Components, Quoting settings, and Operations details. Shown below, many component pages include a toggle between All and Enabled components. As a user within a Partner organization, component availability is controlled by the tenant-level Admin (the Aurora account owner).
To request a component be enabled in your Partner organization, or to create proposal templates specific to your Partner organization, reach out to the Aurora account owner who invited you. To request a custom component be added to Aurora’s database, use the button in the upper-right of this page.