Company account and user management

Company account administration

The administration section is available to admin users only.

The account administration is accessible only to users with admin privileges. You can access it using the link included under your profile name. It will redirect you to the administration section.

Account admin page

The account admin page lets you manage the following:

• Users - invite/delete users, assign roles, and activate/suspend users.

• Applications - view and manage your application subscriptions, simulation caps, or your SGU balance and transactions.

• Integrations - view and manage your integrations.

• API - examine and manage API subscriptions to our services.

• Billing & Payments - review your orders and payments.

• My organization - information about your company.

User management

You can manage the users by entering the Users section.

Users can be assigned a role (admin or regular) to establish the user’s access privileges. Additionally, you can activate or suspend a user when required. Suspending a user can be helpful if you want to withdraw access to the system temporarily.

Inviting a new user

New users can be invited using the “Invite a user” button. The invitation is executed using the user’s email address.

1. Enter the user’s email address. The activation email will be sent there after submission.

2. If required, select the subscriptions you wish the user to gain access to. You can change it at a later stage if needed.

3. Click “Invite” to trigger the invitation.

Invited users will receive an activation email outlining the steps to create an account. Once the user creates the account, the email address will appear in the user's list and become active.

Application subscriptions and Solargis units (SGU)

Purchasing subscriptions and SGU for Evaluate is currently possible only by contacting our sales team.

The Applications section lets you manage your subscription types (Prospect, Evaluate), view your usage history, or enable your company users to use the applications. Additionally, you can view your current SGU balance, previous SGU transactions, and subscription status. More details are included in the Application subscriptions.

Solargis units (SGU)

Solargis units (SGU) is a form of credit you can use to spend on services such as activating your Evaluate projects or purchasing simulations. They are allocated to your account based on your purchased plan.

To view your current SGU balance:

1. Navigate to the Account admin/Applications/Evaluate subscriptions page.

2. Your SGU balance is displayed in the Current period tab.

3. Click “See transactions” to view the account’s detailed SGU transactions history.

More details on how the SGU are spent and how the costs are calculated are provided in the Evaluate Subscriptions guide.

Integrations

In this section, you will set your connection to the PV components catalog. This connection enables you to use your private components in your Evaluate projects.

To paste the API key and activate the integration, click the “Manage” button and add the API key obtained from the PV components catalog.

API subscriptions

This section provides information and lets you manage your API subscriptions. These subscriptions represent an allowance to request TMY and Time Series data from our servers, as well as datasets active in your Prospect subscription.

You can see the data subscription type, number of available calls, activation status, and expiration date.

Use the “Manage” link to:

• View general API subscription information, including its ID.

• Generate and manage access tokens.

• Assign/remove user access to the API.

You can purchase API subscriptions by contacting your account manager or our sales team.

Managing user API access

To subscribe API access to a user:

1. Click the “Manage” button for the selected API subscription.

2. Switch to the Users and user tokens tab.

3. Switch the toggle on/off to activate/deactivate the API subscription to the user.

Billing & payments management

The orders that you have placed are recorded and added to the Billing & Payment section. You can see each order’s status, price, and date it was placed directly on the page or in the order details.

You can order the subscriptions by contacting your account manager.