Pipe Solar

Setting Up Your Equipments & Adders

Learn how to add users and send invitations for automated onboarding.

Adding Users and Sending Invitations

A guide to adding dealers to Pipe Solar Installer account

How to Add Dealers

Easily upload and request integration for new Install Agreements.

Uploading New Install Agreement

Learn about specific roles and distinctions inside the Pipe Platform

Roles and Permissions

Document Folder Permissions by Role

Do Hyun Jin

Hanna

Setting up as Installer

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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