Company Settings
The page allows you to manage all organization-level settings that define how your company operates within solarVis.
Purpose of This Page
The Company settings act as the administrative center for your organization in solarVis. From here, administrators define company information used in documents, manage team or partner members and permissions, control subscription and billing details, upload shared company files, and configure the integration for the solarVis Lead Generator.
What You Can Do Here
On this page, you can:
View and edit company profile information
Set default language, currency, timezone, and number formatting
Update the company brand colors used in supported outputs
Manage users, roles, and access status
Review and manage subscription status & billing, or change plans
Open the billing portal to manage payments and invoices
Upload and store company documents
Connect or disconnect the supported integration: solarVis Solar Lead Generator.
Page Structure
Company settings are organized into five dedicated sections, each focusing on a specific aspect of company administration:
General: Company identity and system preferences
Users: Team members, roles, and access control
Plan and Billing: Subscriptions, plans, and billing management
Documents: Internal company file storage
Integrations: Connections to the solarVis module called Solar Lead Generation
Most pages are displayed in view mode by default.
General
These settings define your company identity and the default system behavior applied across solarVis. To make changes, switch the page into edit mode, update the fields, and save.
The General section is divided into two panels: Company and System Preferences.
Company Information
This area defines how your company appears in proposals, documents, and internal records.
You can edit the following fields:
Company Logo
Company Name
TIN / VAT
Company Website
Phone Number
Email
Company Address
Country
State
City
Zip Code
System Preferences
These settings define default behaviors applied across projects, calculations, and displays.
You can configure:
Language used in the interface
Default currency for calculations and proposals
Timezone for dates and timestamps
Thousands and decimal separators for numeric values
You can enter a HEX color code manually or select a color using the color picker as a primary color and a secondary color
Users
This section manages who can access your company account and what permissions they have.
Users are displayed in a table showing identity, role, unit, and status information. You can manage users through table actions and modals.
Users can be filtered using tabs such as All Users and My Unit.
Users have visibility limited to their own team, with no management access.
Partners can see only their partner team and are not allowed to manage it.
User List Fields:
Common fields shown in the table include:
Name and Email
Phone Number
Account Type
Unit
User Role
Status
Date Joined
Invite a New User
You can invite users from different account types, such as Headquarters, Partner, or Team.
Select New User.
In the invite modal, enter:
Email
Account Type
Related Group
User Role
Select Invite to send the invitation.
Reassign the User
Reassigning a user allows you to change their account type, group, or role.
Open the row actions menu (three dots) and select Reassign.
Update:
Account Type
Team or Group
User Role
Review the warning indicating that role changes may affect permissions.
Select Save to confirm the changes.
Suspend the User
Suspended users lose access to the company account.
Open the row actions menu (three dots) and select Suspend.
Plan and Billing
The Plan and Billing section shows your company’s subscription status for each available module.
Each module is displayed as a subscription card.
Only headquarters users can access and edit the Plan and Billing section. Team members and partners cannot view this area.
Subscription Cards
For active subscriptions, the following details are displayed:
Monthly Usable Project Count
Remaining Usable Project Count
Billing Period
Amount
Start Date
Next Renewal Date
Changing a Plan
Select Change Plan on an active subscription card to modify the plan.
Arrange a meeting with the solarVis sales team to decide on the appropriate plan.
If you don’t have an active solarVis Lead Generator subscription, you will see the following notification on the right side card:
“You don’t have an active subscription for this module. Click below to view available plans.”
To purchase a subscription:
Select View Plans for the module without an active subscription.
Choose a billing period using the Monthly or Yearly toggle.
Review the available plans.
Select Subscribe for the desired plan, or choose Contact Us if you need sales support.
Billing Management
Selecting Customer Portal opens the billing portal, where you can:
Manage payment methods
View and download invoices
Update billing information
Cancel subscriptions
After completing actions in the portal, return to solarVis.
Documents
The Documents section provides a centralized storage area for company-level files used internally.
Uploaded documents are shown in a table with the following columns:
Document Name
Upload Date
Uploaded By: The user who uploaded the document
Actions
Download
Delete
Each document appears as a single row in the table.
Uploading a Document
Select Add New Document to open the upload panel.
Select Browse Files and choose a file from your device.
Confirm that the file meets the upload limits:
Maximum file count: 1
Maximum file size: 10MB
If the selected file is incorrect, select Discard.
Select Upload to complete the process.
Uploaded documents become available to authorized company users.
Use Cases & Access Control
The Documents section can be used to store key operational files, such as:
Partner contract templates
Field exploration report templates
Access Control
Only Headquarters users can upload or delete documents.
Partner and team users can only view and download them.
This ensures centralized and controlled document management.
Integrations
The Integrations section displays the solarVis module called solarVis Lead Generation integrations for your company account.
Connecting an Integration
Open Settings, select Company, then select Integrations.
Locate the solarVis Lead Generator integration card.
Review the current connection status.
Select More Info to review solarVis Lead Generator module details.
To Connect and purchasing solarVis Lead Generator module, arrange a meeting with the solarVis sales team.
The Integrations section is accessible and editable only by headquarters. Team members and partners have no visibility into connected integrations.
Related Pages
If you encounter any issues, feel free to contact us.
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