Access management in Glint Solar

Access management is crucial for portfolio management. While some users need complete access for a full overview, others require limited access to specific portfolios. This flexibility in managing user access is essential.

In Glint Solar, user access is managed at two levels:

Organization access
Per portfolio access

Organizations can have both admins, members, and guests, and can contain multiple portfolios. Each portfolio can have its own specific user access settings, as shown in the examples below.

Example 1) Organization member with one organization portfolio and one private portfolio

Example 2) Guest member with access to a shared portfolio

Organization members and admins

Organization members and admins can create, edit and share portfolios. Guest members of a portfolio cannot create or edit portfolios, as shown in the table below:

	Can administrate members of an organization	Can create and edit organization portfolios	Can create and edit private portfolios	Can access organization portfolios	Can access shared portfolios
Organization admin	✅	✅	✅	✅
Organization member		✅	✅	✅
Guest member					✅

Portfolio admins, creators and viewers

Access can also be managed at the portfolio level. Your abilities within a portfolio depend on your access type, regardless of whether you're an organization member or guest member, as shown below:

	Can administrate members of a portfolio	Can create and edit projects, PV settings, stages	Can view projects, can export analysis report
Portfolio - Admin	✅	✅	✅
Portfolio - Creator		✅	✅
Portfolio - Viewer			✅

Default access to organization portfolios

When you create an organization portfolio, all organization members automatically receive Creator access to that portfolio.

Portfolio admins can adjust the access level of portfolio members after the portfolio has been created.

How:

From the Menu button on the left sidebar, choose Portfolio settings
Select the Members tab to invite new users or adjust user access

Additional resources

Read more about how to invite users as organization members and portfolio members.