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Managing company account users and their permissions
Managing company account users and their permissions
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Written by Denis Petrov
Updated over 3 weeks ago

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.

Questions? Contact us through the online chat in your Solar Staff dashboard or email [email protected].

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