This guide covers the Company section and its Users subsection, where you’ll find tools for managing account users and their permissions.
The section includes these key areas:
Users
Here you’ll find a complete overview of your account users, including administrators. Administrators can add new team members and fine-tune their permissions to optimize your team’s workflow.
Create a user
To add a new user, simply enter their email address – they’ll use this to log into the system. We’ll send them an invite to join Solar Staff automatically.
When creating a user, you can set specific permissions that define their access level and customize how their dashboard appears:
Here’s a detailed look at key permissions:
Create new tasks and Accept task results – Create tasks and manage their completion status (accept work or request revisions). These permissions don’t include payment processing or reversing accepted task statuses.
Make payments – Process or decline any tasks with “Awaiting payment” status.
Create new users – Add team members to the account and configure their permission settings.
Import tasks – Upload multiple tasks simultaneously (learn more).
Edit groups – Create and modify groups within the tasks tab.
Accountant – Access the Documents section to work with completion certificates and invoices.
Observer – View tasks and contractors without making changes.
General security settings
Strengthen your account security in two ways:
Restrict system access to specific IP addresses
Define automatic session timeout periods that require re-authentication
Payment security settings
Apply similar security measures specifically to payment processing for enhanced financial protection.
Video instructions
Want to grasp this topic more quickly? Our visual guides show the service in action, helping you master all platform features with ease:
Questions? Contact us through the online chat in your Solar Staff dashboard or email [email protected].