Docs

Settings & team

Users, roles, notification preferences, the audit log, and the per-org switches that change platform behaviour.

Users and roles

Settings → Users. Four roles, each with a clear lane:

  • Owner. Everything. Including billing changes, organisation-wide settings, deletion, and inviting other owners. There must always be at least one owner — you can't demote the last one.
  • Admin. Everything except billing and other-owner invites. Add and remove sites, configure integrations, edit settings, manage members.
  • Member. Read/write on operational data — sites, cases, visits, reports, comments. Cannot change settings, cannot manage users, cannot configure integrations.
  • Client. Read-only, scoped to specific sites you've granted them access to. Designed for end-customers who want to see their own roof's performance. They never see the broader portfolio.

Invites are emailed with a sign-up link. The invitee picks their own password (or signs in with their existing WorkOS account). Pending invites show on the Users page with an option to resend or revoke.

solarfleet.io/settings/users
Users
4 members · 1 pending invite
Member Role
AM Alex Morgan alex@example-solar.co.uk
Owner▾
PR Priya Raman priya@example-solar.co.uk
Admin▾
JT Jordan Tao jordan@example-solar.co.uk
Member▾
SK Sam Khoury Pending sam@example-solar.co.uk
Member▾
Settings → Users. Each member carries a role; the role pill switches between Owner, Admin and Member inline. Illustrative data.

Notifications

Per-user, not per-org — each member decides what lands in their inbox. Settings → Notifications.

  • Critical alerts — email and/or push, the moment a critical case opens. On by default for everyone.
  • Daily digest — once a day, summary of new cases, completed visits, and any sites that changed status. On by default for owners/admins.
  • Visit assignments — when a visit is assigned to you. Engineers default on, others default off.
  • Case mentions — when someone @-mentions you in a case comment.
  • Weekly digest — fleet roll-up sent Mondays. Optional for everyone.

Push notifications require the engineer mobile app installed as a PWA and the OS-level permission granted. Email always works.

The audit log

Settings → Audit. Every meaningful action across the platform is recorded — login, settings change, integration credential rotation, site addition, case resolution, transfer initiated, transfer accepted. Each row has actor, action, target, timestamp and IP.

The audit log is append-only — nothing gets deleted, even if a site or user is removed. Filters by date range, actor, and action type. Export to CSV for compliance evidence.

Organisation settings

  • Organisation type — installer / operator / mixed. Drives whether Quote Mode is visible. Editable any time.
  • Branding — logo, brand colour, footer text. Applies to reports and the client portal.
  • Default time zone — site-local timestamps still respect each site's own time zone, but org-wide views (audit log, fleet charts) default to this.
  • Quote pricing — see quote builder.

Per-site settings

Each site has its own Settings tab too:

  • Tariffs — import and export prices, used by the monthly client PDF to calculate revenue.
  • Owner and contact details (separate fields — the owner pays the bill, the contact takes the call).
  • Visit-approval requirement (see maintenance).
  • Notification subscriptions for this specific site — who gets the monthly PDF, who gets critical alerts.
  • Site archive — generates the full ZIP described in reports & exports.

Next up

Platform Security & data Operations Site transfers Commercial Quote builder