# Company Settings

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

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 <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

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 <a href="#page-structure" id="page-structure"></a>

Company settings are organized into **five dedicated sections**, each focusing on a specific aspect of company administration:

1. **General:** Company identity and system preferences
2. **Users:** Team members, roles, and access control
3. **Plan and Billing:** Subscriptions, plans, and billing management
4. **Documents:** Internal company file storage
5. **Integrations:** Connections to the solarVis module called Solar Lead Generation

Most pages are displayed in **view mode by default**.

### General <a href="#general" id="general"></a>

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 <a href="#users" id="users"></a>

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**.

{% hint style="info" %}
Users have visibility limited to their own team, with no management access.
{% endhint %}

{% hint style="info" %}
Partners can see only their partner team and are not allowed to manage it.
{% endhint %}

#### 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.

1. Select **New User**.
2. In the invite modal, enter:
   * Email
   * Account Type
   * Related Group
   * User Role
3. Select **Invite** to send the invitation.

#### Reassign the User

Reassigning a user allows you to change their account type, group, or role.

1. Open the row actions menu (three dots) and select **Reassign**.
2. Update:
   * Account Type
   * Team or Group
   * User Role
3. Review the warning indicating that role changes may affect permissions.
4. 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 <a href="#plan-and-billing" id="plan-and-billing"></a>

The Plan and Billing section shows your company’s subscription status for each available module.

Each module is displayed as a subscription card.

{% hint style="info" %}
Only headquarters users can access and edit the **Plan and Billing** section. Team members and partners cannot view this area.
{% endhint %}

#### 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.

{% hint style="info" %}
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:**

1. Select **View Plans** for the module without an active subscription.
2. Choose a billing period using the **Monthly** or **Yearly** toggle.
3. Review the available plans.
4. Select **Subscribe** for the desired plan, or choose **Contact Us** if you need sales support.
   {% endhint %}

#### 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 <a href="#documents" id="documents"></a>

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

1. Select **Add New Document** to open the upload panel.
2. Select **Browse Files** and choose a file from your device.
3. Confirm that the file meets the upload limits:
   * Maximum file count: 1
   * Maximum file size: 10MB
4. If the selected file is incorrect, select **Discard**.
5. Select **Upload** to complete the process.

Uploaded documents become available to authorized company users.

{% hint style="info" %}
**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.
{% endhint %}

### Integrations <a href="#integrations" id="integrations"></a>

The Integrations section displays the solarVis module called solarVis Lead Generation integrations for your company account.

#### Connecting an Integration

1. Open Settings, select Company, then select Integrations.
2. Locate the **solarVis Lead Generator** integration card.
3. Review the current connection status.
4. Select **More Info** to review solarVis Lead Generator module details.
5. To **Connect** and purchasing solarVis Lead Generator module, arrange a meeting with the solarVis sales team.

{% hint style="info" %}
The **Integrations** section is accessible and editable only by headquarters. Team members and partners have no visibility into connected integrations.
{% endhint %}

***

## Related Pages <a href="#related-articles" id="related-articles"></a>

* [Account Settings Page](/configuration/settings-page/account-settings.md)
* [Organization Page](/configuration/organization-page.md)

If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact)


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