Partners

The page provides a centralized view of all partner organizations connected to your company within solarVis. It allows headquarters users to manage partner-level users and operational status.

Purpose of This Page

The Partners page is used to organize and manage partner organizations that operate under your main company structure in solarVis.

Each partner represents a separate organizational unit, such as a reseller or dealer, that can independently manage its own projects and users. Despite this operational independence, all partners remain structurally linked to the headquarters, ensuring centralized governance, reporting, and data control.

This structure allows headquarters teams to expand operations efficiently by distributing project workloads to partners while preserving oversight, standardization, and accountability across the entire organization.

What You Can Do Here

From the Partners page, headquarters users can:

• View all partner organizations displayed as cards with key performance and activity indicators

• Use the ‘New Partner’ button to add the new dealer or partner

• Create and onboard new partner organizations

• Access detailed partner-level pages

• Monitor partner activity, including project volume or users

• Identify or manage active or suspended partners at a glance

• Navigate to partner-specific Overview, Members, and Settings sections

• Add a new member from existing users or invite a new one by selecting a role

How It Works

Partners are created and managed under the Organization section of solarVis.

Each partner is represented by a card that displays high-level operational information, including:

• Partner name and geographic location

• Total number of projects created by the partner

• Partner creation date

• Current operational status (Active or Suspended)

Selecting a partner opens the Partner Details page, which is divided into three tabs:

Overview

Provides a summary of the partner’s activity, project statistics, members & roles & status, and general information.

Members

Allows management of partner-level users, including adding, removing, or reviewing & changing user access within the partner organization.

Settings

Enables configuration of partner-specific details and operational controls without impacting other partners or the headquarters structure.

Partners can only see their own cards on the Organization page; teams and headquarters are not visible to partner accounts.

Partner Permissions & Visibility

• Company Documents

  • Partners can view all company documents.

  • They cannot add or delete documents.

  • Documents can only be downloaded.

• Projects and Leads

  • Partners can see only their own projects or projects assigned to them.

  • They cannot view other partners or their projects.

• Contacts

  • Partners can view only the contacts they created or contacts linked to projects assigned to them.

  • Other partners’ contacts are not visible.

• Materials

  • On the Materials page, partners can see only active materials.

  • They cannot activate and deactivate materials, nor can they edit material details.

• Partner Admin Role

  • A Partner Admin can invite Partner Admins or Partner Members.

Partner members do not have permission to invite other partner admins or members to their team.

Partner Suspension Behavior

If a partner is suspended:

• All projects, leads, and associated assets are automatically transferred to the headquarters

• The partner loses access to all existing projects

• The partner is prevented from creating new projects

This ensures business continuity and protects company data while allowing headquarters to maintain full ownership and control.

Partners are not allowed to change their status from Active to Suspended; only headquarters can do that.

If a partner is suspended, all related accounts, including partner admins and members, will also be suspended.

Key Outcomes

• A clearly structured and scalable partner network

• Controlled access at the partner level

• Transparent ownership of partner-generated projects

• Centralized visibility into partner operations and performance

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Related Pages

• Organization Page

• Headquarters Page

• Contacts Page

• Active Materials Page

• Company Settings Page

For more assistance, don’t hesitate to get in touch.