Getting Started for Admins (Module 2)
The most important setup steps for a successful start with Solar Expert
Library
Your library is the cornerstone of success with Solar Expert
With a well‑maintained library, you will:
- Save plenty of time
- Tailor proposals live during consultations
- Avoid separate pricing spreadsheets
- Get real‑time project cost calculations
- Ensure everyone uses the same pricing structure
- Leverage your team’s combined experience
Components
- Eturnity maintains a global library of major technical components (modules, inverters)
- Build your own private library of components you use
- Add installation services and accessories as “Other components”
Project Templates
- New projects are always created from templates
- Templates determine which components are pre‑selected
- Set up your most common PV packages as templates
- Customise details (e.g. meter adjustments) during planning
PDF Proposals & Branding
Branding: Adapt colours, logo and your terms and conditions
- Customise logo, document colours and T&Cs within Solar Expert
- Send your T&Cs as a PDF to support@eturnity.com to add them to your templates
Customise document templates
- Select which PDF pages belong in a particular proposal
- Send a screenshot of your desired setup to support@eturnity.com to modify or create templates
Internal Processes & Project Status
- Project statuses let you model your own sales and planning workflows
- Define custom statuses
- Assign statuses in the project list or during planning
User Management
User Roles
| User Role | General Settings | Edit Library | Project Visibility |
| Admin | ✅ | ✅ | All |
| Project Manager | ❌ | ❌ | All |
| User | ❌ | ❌ | Own projects only |
Adding a new user
- To create a new user, please send the following information to support@eturnity.com:
- User role
- First name, Last name
- Email address
- Phone number