Manage who can access your plant

Scope

How to add, change and remove access on one plant. For the levels, see Access levels field definitions. For the concepts, see How access works on myPower24.

Location

• Path: open the plant from All plants, then the menu of your username, then Plant settings, then the Access tab.

Permissions

• Full control: the full tab, with the People, Pending and History views
• Viewer, Editor, Installer: only the Your access panel
• Claim ownership: all levels, when the plant has no registered owner
• Set owner, Clear owner: SolarMD staff only

Step 1: Access for a Person

1. Click Add someone.
2. In Who, keep A person.
3. In Level, select the level. Select Viewer for a person who only reads the data.
4. In Email address, type the full address of the person.
5. Click Continue.
6. If one account has the address, click Add them now or Send an invitation instead.
7. If two or more accounts have the address, select the account and click Add the selected account.
8. If no account has the address, click Send invitation.

• Add them now: the access starts the next time that the plant list of the person loads.
• Invitation: you can use the link one time only. It expires after 48 hours. The person has no access until the person accepts.

Step 2: Access for an Organisation

1. Click Add someone.
2. In Who, select An organisation.
3. Select the Level and the Organisation.
4. Click Add organisation.

• Organisation admins: get the level you selected, and an email about it.
• Other members: get Viewer, or a higher level if an organisation admin gives it to them.

Step 3: Level Change

1. On the row, click the level dropdown.
2. Select the new level.

A higher level applies immediately. A lower level asks for confirmation first. If you set an Editor to Viewer, the system also deletes the legacy logger share.

Step 4: Access Removal

1. Click the row.
2. In the detail pane, click Remove.
3. Click Yes.

The system removes the level, the device capabilities and the legacy logger share of the row, if there is one.

Step 5: Requests and Invitations

1. Click Pending.
2. On an access request, click Approve or Deny.
3. On an invitation, click Resend or Withdraw.

An approved request gives the person Viewer. Denied requests and withdrawn invitations stay in History.

Troubleshooting

• The person sees the plant after you remove the person: a second row gives the person access, usually an organisation row. Remove that row also.
• You cannot see the People list: you do not have Full control on this plant.
• Remove disabled, or a lower level refused: You cannot remove the last person with full control. Register an owner first, or hand the plant over. Give Full control to a second person first.

Tips and Gotchas

• Access has no end date, so examine the People list at regular intervals.
• All persons that you add get the notifications of the plant on the in-app bell immediately.
• SolarMD staff record the registered owner, and the owner also gets Full control. If staff replace or clear an owner who is a person, that person changes to Viewer. See Claim or transfer a plant.
• To add a colleague to your organisation, see Invite someone to your organisation.