Account Configuration & Settings

Getting Started & Onboarding

• Admin Quick Start Guide
• Admin Configuration Checklist
• Video: New Aurora Admins

Account Settings

• General Company Information and Settings - Account Configuration
• Projects and Designs Settings
• Changing Units of Measurement
• How to reset your password
• Why can I not add (or check off) components in my database?

User Management

• How to manage Users and Licenses (Administrators Only)
• User Management: Roles
• User Management: Advanced Roles
• User Management: Teams
• Creating an email alias

Partner Management

• User Management: Partners
• Partner Admins: Partner-enabled Advanced Roles
• Assigning Modules & Components to Partners
• Assigning Custom & Integrated Financing Products to Partners
• Assigning Proposal Templates to Partners

Billing and License Management

• Enterprise Plans: Build, Grow, and Scale
• Self Serve Plans: Basic and Premium
• Self Serve Plans: Foundation and Build
• How to Upgrade a Self Serve Plan
• Viewing Your Credit Usage & Remaining Balance in Aurora
• AI Roof - Credit Refunds

See all 9 articles

Support

• How to contact Aurora support