---
title: "Getting Started for Admins (Module 2) - Partner License"
url: "https://eturnity.productfruits.help/en/article/pn-module-2"
language: "en"
last_updated: "2025-08-06T11:22:00.755Z"
---

# Getting Started for Admins (Module 2) - Partner License

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)

-   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

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## **PDF Proposals & Branding**

**Branding: Adapt colours, logo and your terms and conditions**

[Synthesia video player - EN (British) - PDF colours and logo](https://share.synthesia.io/embeds/videos/5ccf3f59-54ac-47e9-8040-65b7e384b435?language=en-GB)

-   Customise logo, document colours within Solar Expert

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## **Internal Processes & Project Status**

[Synthesia video player - EN (British) - Internal processes with  project status](https://share.synthesia.io/embeds/videos/c735b4fa-829b-47fb-be7f-78f7d9570348?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