Create a partner for each dealer or sales organization you work with, and update its name, logo, base price per watt (PPW), and Sales Mode inverter as your needs change. You can also delete a partner you no longer use. These tasks are for tenant Admins.
In this article:
Before you begin
- Partner Admins can’t create, edit, or delete partners, even their own.
- Your plan needs Partner Management. It’s available on Grow and Scale plans, or as an add-on for Custom plans.
- For how partners work, see Partner Management: overview.
Creating a partner
Creating a partner takes three steps: name it, choose its logo and base PPW, and add users. Aurora creates the partner only when you click Save on the last step.
- In the left navigation, click Partners.
- Click New partner.
- In Partner organization name, enter a unique name for the partner.
- Click Continue.
- Under Logo, select Adopt your tenant’s logo, or select Add custom logo and attach an image.
- Under Base price per watt (PPW), select Adopt your tenant’s base PPW, or select Add a custom base PPW and enter a price.
- Click Continue.
- Add users or teams, if you’re ready to. For how each option works, see Adding and removing partner users.
- Click Save.
Aurora creates the partner, shows “Success: You’ve added [partner name]!”, and opens the partner’s profile.
Note: The partner’s logo applies to all of its projects. Its base PPW applies only to projects created after you set it.
Tip: If you click Cancel before you save, click Discard changes to leave without creating the partner.
Editing a partner
Each part of a partner’s profile has its own Edit button:
- Edit next to the partner’s name changes its name and logo.
- Edit in Customizations changes the base PPW on the General settings tab and the Sales Mode inverter on the Database tab.
- Edit in Users and teams adds and removes users and teams. See Adding and removing partner users.
- In the left navigation, click Partners.
- Click the partner’s name.
- Click the Edit button for the part you want to change.
- Make your changes.
- Click Save.
Your changes appear on the partner’s profile.
On the Database tab, you can choose Adopt my organization’s Sales Mode inverter or Add custom Sales Mode inverter. A custom Sales Mode inverter applies only to new projects. You assign components, adders and discounts, and proposal templates from the Database, not from the partner’s profile.
Deleting a partner
Aurora only deletes a partner that has no users, projects, or teams, so clear those out first. You don’t need to remove Admins.
Warning: You can’t undo deleting a partner.
Before you delete a partner:
- Remove all of its users. This also moves the projects assigned to them out of the partner. See Adding and removing partner users.
- Move its remaining projects, including archived projects, to another partner or to your tenant. See Assigning projects to partners.
- Remove its teams. The Teams tab in Users and teams shows any it still has.
- Remove or reassign any financing integrations assigned to the partner. See Assigning Custom & Integrated Financing Products to Partners.
When you delete a partner, Aurora:
- Unassigns the partner from adders and Database components.
- Deletes its custom logo and base PPW.
- Deletes proposal templates the partner authored.
- Unassigns the partner from tenant-authored proposal templates.
- In the left navigation, click Partners.
- Click the partner’s name.
- Reload the page in your browser, so Aurora checks the partner’s current users and projects.
- Click the trash can icon next to Edit, beside the partner’s name.
- Review the list of changes, then click Delete partner.
Aurora shows “Partner has been deleted” and removes the partner from the Partners list.
FAQ
Why can’t I delete a partner?
It still has users, projects, or teams, or the page hasn’t picked up a recent change. Check the list under Deleting a partner, reload the partner’s page, and try again.
What happens to a partner’s financing integrations when I delete it?
Aurora keeps them, but they become tenant-level integrations instead of belonging to the partner.