Partner Access (Site Sharing)

Feature Overview

As noted in the Device Setup Guide, partner companies can be added to a site during device setup so that they can also access the site in Powerhub. For instance, if another company is performing the installation, sold the system, owns the system, or distributes the hardware in region, they can be given Powerhub access to the site this way.

In the event the installer does not add the partner(s) during device setup, partner(s) can now be added using the Partner Access feature in Powerhub. Once a partner company has been granted access to a site, they can also grant access to additional partner companies.
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Note
Only users with Owner or Advanced Support roles can use the Partner Access feature. See Access & Security Feature for an overview of user roles.

Grant Partner Access

  1. Navigate to the site in Powerhub.
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    Note
    Your company name will also appear under Partner Access in the menu on the left.
  2. From the menu on the left, select the + icon next to Partner Access.
  3. Search for and select the partner company.
  4. From the Relationship Type menu, select all applicable relationship types for this partner:
    • Owner: Holds legal title to the solar/storage system under a lease or PPA agreement. Select this when a third-party company - not the homeowner - legally owns the equipment.
      Informational PurposesAn informational icon, calling your attention
      Note
      A site can have only one Owner company. All other roles may have multiple partner companies with the same role.
    • Financier: Provided the loan used to purchase the system. This entity has a financial interest in the site but does not hold legal ownership of the equipment.
    • Installer: The company that physically installed and commissioned the system at this site.
    • Servicer: Responsible for ongoing maintenance, repairs, and field service after installation is complete.
  5. Select Save.
  6. Confirm the partner company now appears under Partner Access with tag(s) for their relationship type(s).
  7. Repeat this sequence to share the site with additional partner companies.

Remove a Partner Company

  1. Navigate to the site in Powerhub.
  2. Select the trash can icon next to the partner company that will lose access to the site.
  3. Confirm the company no longer appears under Partner Access.
Informational PurposesAn informational icon, calling your attention
Note
If the partner company had shared the site with additional partner(s), those partners will lose access at the same time as the original partner.