Company account and user management

In this document

We will show you how to manage your company account, API subscriptions, billing & payments, invite users, and assign them to your applications.

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.

Enter the user’s email address. The activation email will be sent there after submission.
If required, select the subscriptions you wish the user to gain access to. You can change it at a later stage if needed.
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, and subscribe your company users to the applications. You can also view your current SGU balance, previous SGU transactions, and subscription status here.

The Applications overview page provides the following information:

Subscription types and their names.
Number of active users for each subscription.
Number of activated projects for each application (current and previous period).
Valid from/to dates for each subscription.
The Manage link to manage the subscription and its users.

Subscriptions and subscribed users

You can check your subscription status, usage history, or subscribed users for any of your purchased application plans. The applications to which your account is subscribed are listed under the Applications category.

Prospect subscriptions

You can view your current Prospect subscription type, its validity, number of users, or number of active projects on the Prospect subscription page.

The Prospect subscription details are displayed in the General tab.
To activate/deactivate the user’s access to Prospect, use the toggle next to the user’s name and click the “Save” button to save the changes.

Evaluate subscriptions

You can find your current Evaluate subscription tier, the simulation cap, access status, its validity, and current SGU balance on the Evaluate subscription page.

To activate/deactivate the user’s access to Evaluate, activate/deactivate the toggle next to the user’s name and click the “Save” button to save the changes.

Additionally, use the three-dot activity history menu to examine:

Period details - will show your Evaluate subscription overview with details such as validity dates, maximum allowed project size, or number of available simulations. You can contact the sales team and request upgrades directly from the dialog.
Subscription history - shows your account’s subscription history.
Usage history - opens a new window with the account usage history, providing information such as the number of SGU spent per action, the user executing the action, or the date of execution.

Evaluate access status

The Access value in the Current period window indicates your current access status to Evaluate and SGU. You can have full or limited access or your account can be suspended. More details about each status are outlined in our Evaluate subscription guide.

There might be a limited amount of users you can subscribe to the applications, depending on your subscription. If you want to increase the number of users, please contact your account manager to increase your allowance.

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:

Navigate to the Account admin/Applications/Evaluate subscriptions page.
Your SGU balance is displayed in the Current period tab.
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

Integrations let you connect your account with 3rd party applications, e.g., a catalog of components.

To activate or manage an integration, click the “Manage” button and add the API key from the integrated application.

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.

You can see the data subscription type, number of available calls, activation status, and expiration date. You can also assign API access for your company users here using the “Manage” link.

You can order the subscriptions by contacting your account manager or our sales team.

Managing user API access

To subscribe API access to a user:

Click the “Manage” button for the selected API subscription.
Switch to the Users and user tokens tab.
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.