Roles and permissions

In the UPowr Platform, users are divided into two groups:

• Principal users - employees of your organisation.
• Prime users - the employees or representatives of a company that you contract directly to deliver a service relating to the design, supply, and installation of solar and battery systems. All Prime users must be allocated to a single Prime contractor.

These groups are further divided into roles, each of which has different permissions and is responsible for different types of Tasks.

Default Console access

All Principal and Prime users have access to:

• Console home
• Customer, Site, Project, Quote, and Job records

Principal roles

Principal admin

This role can:

• Manage hardware and pricing.
• Configure Workflows.
• Configure Customer emails.
• Manage user access.

Console access:

• All apps.

Task access:

• All Tasks.

Assigned Tasks:

• None.

note

Principal admin is the only role with access to the Asset catalogue, Contractor class manager, Customer class manager, Email template, Pricing management, and User manager.

Principal design

This role can:

• Create Customer and Site records.
• Review Prime system designs and Quotes.
• Monitor Prime design Tasks.

Console access:

• Default apps.
• Quote analytics.
• Dashboard Workflow inspector.

Task access:

• All design Tasks, including Prime design Tasks.

Assigned Tasks:

• Onboard Customer Site.
• Final design review.

Principal operations

This role can:

• View allocated Prime contractors.
• Conduct a final review of Site inspection and Installation jobs.
• Monitor Prime operations Tasks.

Console access:

• Default apps.
• Operations dashboard.
• Quote analytics dashboard.
• Workflow Inspector.

Task access:

• All design Tasks, including Prime operations Tasks.

Assigned Tasks:

• View allocated Site inspection Prime.
• Final Site inspection review.
• View allocated Installation Prime.
• Final Installation review.

Principal quality & service

This role can:

• Trigger Rectification workflow and create request.
• Conduct a final review of Rectification jobs.
• Monitor Prime Rectification Tasks.

Console access:

• Default apps.

Task access:

• All Rectifications Tasks, including Prime Rectification Tasks.

Assigned Tasks:

• Create Rectification request.
• Upload Rectification request documents.
• Final Rectification review.

Principal payments

This role can:

• Generate Customer invoices.
• Charge Customers.

Console access:

• Default apps.

Task access:

• Same as assigned Tasks

Assigned Tasks:

• Generate Customer invoice.
• Charge balance from Customer.

Principal sales

This role can:

• Access customer details.

Console access:

• Default apps.

Task access:

• None.

Assigned Tasks:

• None

Principal VPP

This role can:

• Enter title and credit check outcomes.
• Manually onboard assets into an orchestration platform.

Console access:

• Default apps.
• Asset register.

Task access:

• Same as assigned Tasks.

Assigned Tasks:

• Complete financial review.
• Onboard asset to VPP.

Prime roles

Prime contractors only have access to default Console apps

Limited availability for certain roles

The Prime operations role is currently not available to all Prime contractors. This will be changed in a future release.

Prime admin

This role can:

• Future state Manage Installer app access for subcontracted companies and installers.

Console access:

• Default apps.
• Installer app access manager.
• Pricing management (view only).
• BOM Automator.

Task access:

• All Prime design and Prime operations Tasks.

Assigned Tasks

• None.

Prime design

This role can:

• Process quote rebates.

Task access:

• Same as assigned Tasks.

Assigned Tasks

• Quote rebate Tasks.

Prime system design

This role can:

• Create system design, Quotes and re-quotes.
• Provide design notes to Installers.
• Review switchboard photos.
• Prepare Job pack documents.

Task access:

• All Prime design Tasks.

Assigned Tasks

• Design system.
• Site design manual override.
• Design battery only system.
• Enter quote items.
• Review site photos.
• Requote Customer.
• Review shading error.
• Lodge application to connect.
• Receive permission to connect.
• Override SLD.
• Upload leave behind pack.
• Review and send job pack to installer.
• Confirm site inspection.
• Review quote acceptance.

Prime review design

This role can:

• Review system design and Quotes.
• Update or re-design Quotes following a Site inspection.

Task access:

• All Prime design Tasks.

Assigned Tasks

• Design review.
• Review SLD.
• Review Error: No quotes to publish.
• Review Site Inspection Artefacts
• Add or remove Quote variations
• Complete Site Inspection Review

Prime operations

This role can:

• Complete STC application.
• Manage meter upgrade.
• Address installation feedback from partner.

Task access:

• All Prime operations Tasks.

Assigned Tasks

• Set up Site in STC platform.
• Complete meter upgrade.
• Upload STC assignment form.
• Address installation feedback.

Prime schedule operations

This role can:

• Assign jobs to installer app and company.
• Schedule jobs.

Task access:

• All Prime operations Tasks.

Assigned Tasks

• Assign Site inspection to Installer and app.
• Send Site inspection details and checklist.
• Set Site inspection date.
• Assign install job to app.
• Set in-app Installer.
• Provide preliminary install details to Installer.
• Set confirmed Installer and date.

Prime document operations

This role can:

• Upload documents and artefacts from installers.

Task access:

• All Prime operations Tasks.

Assigned Tasks

• Upload Site inspection checklist and photos.
• Follow-up Site inspection with installer.
• Upload commissioning sheet and photos.

Prime logistics operations

This role can:

• Manage stock and logistics for jobs.

Task access:

• All Prime operations Tasks.

Assigned Tasks

• Send order request to supplier.
• Receive order confirmation from supplier.
• Pre-install stock check.

Prime quality and service

This role can:

• Review installer documents and artefacts.
• Provide QA and monitoring setup outcomes.
• Complete Prime Rectification Tasks

Task access:

• Same as assigned Tasks.

Assigned Tasks

• Review installation artefacts.
• Calculate voltage rise.
• Confirm monitoring setup.
• Complete QA.
• Confirm rectification request.
• Assign rectification job.
• Set rectification job date.
• Upload rectification documents.
• Review rectification artefacts.
• Update rectified assets.
• Complete rectification review.
• Address rectification feedback.