In this document
You'll get an overview of Customer admin, the administration section of your Solargis account: how to reach it, who can use it, and what each of its areas covers, with links to the detailed guide for each one.
Customer admin is where the administration of your company account happens. Everything that is not part of a single project is managed from here: the people who work in your account, the subscriptions they use, the integrations and API access connected to it, and the commercial record of what you have purchased.
The section is organised into six areas, each documented separately below.
Prerequisites
An active Solargis account.
Admin rights, for editing purposes.
Accessing Customer admin
Important: The administration section is available to admin users only. Regular users will not see the link.
You can access Customer admin using the link included under your profile name on the dashboard or via the user menu to the right. It will redirect you to the administration section.
Once inside, use the menu on the left to move between the areas described below.
Users
The Users area lists everyone in your company account. Here you invite new people by email address, assign them an admin or regular role to set their access privileges, and activate or suspend them when their access needs to change. Invitations are valid for a limited period and can be resent while they are still pending.
Read the details in Account user management.
Applications
The Applications area holds your subscriptions to the Solargis applications. Use it to check a subscription's status and validity, enable or disable your users' access to each application, review usage history, and keep track of your Solargis units (SGU) balance and transactions.
Read the details in Application subscriptions.
Integrations
The Integrations area connects your Solargis account to external services. Currently it offers the connection to the PV components catalog, which lets you use your own private components in your Evaluate projects and create catalog accounts for your users.
Read the details in Integrations.
API
The API area covers your subscriptions to Solargis data services. It shows the subscription type, the number of available calls, the activation status, and the expiration date, and it is where you generate access tokens and decide which of your users can call the API.
Read the details in API subscriptions.
Orders & Payments
The Orders & Payments area keeps the record of everything purchased through your Solargis account, both completed and outstanding. Open an order to review it, complete an unpaid payment, or download its standard and proforma invoices.
Read the details in Orders and payments. To make a new purchase, see Solargis store.
My organization and preferred currency
The My organization area provides information about your organization such as name, ID's, VAT number, phone, and more. Here, you also select your preferred billing currency.
