---
title: "Getting Started for Admins (Module 2)"
url: "https://eturnity.productfruits.help/en/article/module-2"
language: "en"
last_updated: "2025-08-06T11:16:49.676Z"
---

# 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**

[Synthesia video player - EN (British) - The library - Basis for your success](https://share.synthesia.io/embeds/videos/6a15d73c-28cc-42b8-96a6-36a4c3feb70e?language=en-GB)

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**

[Synthesia video player - EN - Add components to the library](https://share.synthesia.io/embeds/videos/91dd7353-6636-4f79-bd1b-565aa93216ac?language=en-GB)

-   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**

[Synthesia video player - EN - Create project templates](https://share.synthesia.io/embeds/videos/e137e3ab-43ba-458a-b58f-079b2d990558?language=en-GB)

-   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**

[Synthesia video player - EN - Adjustments PDF offer](https://share.synthesia.io/embeds/videos/5198116c-bc4f-4688-a439-491a50f34e7d?language=en-GB)

-   Customise logo, document colours and T&Cs within Solar Expert
-   Send your T&Cs as a PDF to [support@eturnity.com](mailto:support@eturnity.com) to add them to your templates

**Customise document templates**

[Synthesia video player - EN - Customise document templates](https://share.synthesia.io/embeds/videos/bcf73a87-633d-4d19-a213-ab7fe7eaead0?language=en-GB)

-   Select which PDF pages belong in a particular proposal
-   Send a screenshot of your desired setup to [support@eturnity.com](mailto:support@eturnity.com) to modify or create templates

* * *

## **Internal Processes & Project Status**

[Synthesia video player - EN - Project status for internal  processes](https://share.synthesia.io/embeds/videos/882055cd-da75-481d-b62c-e67373348b59?language=en-GB)

-   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**

[Synthesia video player - EN - User management](https://share.synthesia.io/embeds/videos/120263ef-ecef-40b6-bafc-f8eac181c2a6?language=en-GB)

**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](mailto:support@eturnity.com):
    -   User role
    -   First name, Last name
    -   Email address
    -   Phone number