This Admin Quick Start Guide will walk you through the bare minimum items to configure so that your team can start using Aurora as soon as possible. We’ve curated this list of Admin-specific quick start tasks in the order in which we recommend completing them.
⚠️ Please note this is a basic quick-start guide to help you get started quickly. For accuracy, optimal performance and further customization, allocate time to fully configure all aspects of your account with our Admin Configuration Checklist.
Not an Aurora Admin? Check out our Sales or Design Quick Start Guides instead.
Table of Contents
2. Get familiar with basic Aurora navigation
3. Configure your User Profile
4. Configure your Organization Profile
9. Create your Aurora Academy account
10. Start learning in Aurora Academy
1. Login to Aurora
Navigate to the Aurora app (https://v2.aurorasolar.com/login)
- Login with your email and password.
2. Get familiar with basic Aurora navigation
When you first login to Aurora, you’ll be brought to the Projects page.
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On the left side of your screen you’ll find the global navigation menu. The primary areas to focus on as an Admin are Database and Settings where you’ll manage your account configurations. Projects is where you’ll find all of the projects that your team creates.
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In the top right corner, you’ll find:
- Resource Center
- App Notifications
- My Profile/Log Out
3. Configure your User Profile
Navigate to Settings > User Profile
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Click edit in the top right corner to update your personal contact information and adjust your region preference if necessary.
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For more information, check out this Help Center article.
4. Configure your Organization Profile
Navigate to Settings > Organization Profile
- Click edit in the top right corner to update your company contact information and adjust your region preference if necessary.
- Focus on updating your:
- Organization name (company name)
- Logo
- Address
- Region settings (if necessary)
- You can always check your account credit balance from this page as well.
For more information, check out this Help Center article.
5. Enable solar components
Navigate to Database > Components
- Enable specify component availability so that you can select your team’s specific components to be readily available.
- Enable at least one of each of your most used solar components that are essential for basic designs:
- Modules
- Inverters
- DC Optimizers
- Batteries (+ battery pricing)
For more information, check out this Help Center article.
6. Configure Pricing
Navigate to Settings > Pricing defaults
- Decide which pricing methods you want to use and select a base price per watt (PPW). You can also choose if you want the PPW to be edited by your sales reps.
For more information, check out this Help Center article.
7. Configure Financing
Configure your financing settings and add at least one financing option.
Financing Settings
Navigate to Settings > Financing
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Configure your financing settings
- Project life
- Degradation rate
- Compare financing options
- Discount rate
- Downpayment
- Payback period
For more information, check out this Help Center article.
Navigate to Settings > Utility and tax rates
- Add a utility rate escalation value. These can also be geo-coded by state.
For more information, check out this Help Center article.
Financing Options
Aurora offers integrated financing or you can create custom financing products.
- Add at least one Financing Option that you commonly use.
To configure integrated financing options, navigate to Settings > Financing Integrations.
To configure custom financing products, navigate to Database > Financing products. Here you can build loans, leases, PPAs, and levelized PPAs.
For more information, check out this Help Center article.
8. Add Users
Navigate to Settings > Users and licenses
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Add users and select the appropriate role which will determine their user level permissions. When adding users, each user will receive an email invitation to login to Aurora.
- Admin - Can see, modify, and change ownership of all projects. Can change account settings and templates.
- Team Member - Can see and modify all projects, but can only reassign their own projects and can't change account settings or templates.
- Limited Team Member - Can only see and modify their own projects and can't change account settings or templates.
For more information, check out this Help Center article.
9. Create your Aurora Academy account
Aurora Academy is your home base for in-depth on-demand trainings and where we recommend that you begin your learning journey.
- Create your Aurora Academy account by clicking on the link “Create your Aurora Academy account” found within the Resource Center. You’ll need to create a separate login from your Aurora account to login to Aurora Academy.
For more information, check out this Help Center article.
10. Start learning in Aurora Academy
- Once you've created an Aurora Academy account, register for our Admin-specific courses in Aurora Academy: Aurora Admins.
Additional Admin Resources
There are lots of additional resources and Help Center articles to reference if you want to learn more!
- Admin Configuration Checklist
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Our in-app guides in the Resource Center are a great quick refresher at any point in your learning journey!