Inviting a new team member in HelioScope allows for seamless collaboration on solar design projects by granting access to shared tools and data. Only admins can complete this process, and an open seat or additional license must be available for self-serve plans (Basic or Pro).
Note: Team members can only be invited if they do not already have a HelioScope account.
Manage Team
When logged into HelioScope, navigate to the account name at the bottom left, select Account Settings, and then select the Manage Team tab.
If on a self-serve plan (Basic or Pro), please confirm that a license is available. Without an available license, adding a new team member will not be possible. For more details on managing your subscription and team, follow the guide found here.
Invite Team Member
Select Invite Team Member at the top right of the manage team section and fill out the name and email address. Next, click Invite team member.
Note: Team members can only be invited if they do not already have an existing HelioScope account. Inviting a team member who already has an account will display a warning "Email is taken already". For further support please contact support@helioscope.com.
Seat and Role Assignment
Once the user has been successfully invited, they will be displayed in the list of team members. If the user is expected to access HelioScope, please ensure that the Seat is set to "Seat Assigned." Setting to "No seat assigned" will deactivate the users account access.
Under the Role section, a user can be assigned as a "Team Member" or an "Admin." An admin will have access to all projects and resources. Team members will have access to their own projects and shared projects (if enabled by an Admin).
Activation
The new team member will receive an activation email with a link to set up their account. The link will expire after 72 hours if not activated. From the Manage Team tab, admins can monitor the new team member's activation status. If the team member has not yet activated their account, the status will display as 'Not Activated'.
After activation, the team member's account will show as active, granting them access to their HelioScope account and shared settings.
Please email support@helioscope.com for any questions or further assistance.