Easy Install Solar CRM keeps your workspace data secure. This article covers how user roles work, how to enable Two-Factor Authentication (2FA) for your account, and how to view basic activity logs.
Understanding User Roles and Permissions
Every user in the CRM is assigned a specific role (such as Admin, Manager, or Field Tech). Your role determines what data you can see and edit.
If you cannot access certain financial reports or settings, it is likely restricted by your assigned role. Contact your workspace administrator to request elevated permissions if necessary.
Securing Your Account with 2FA
We strongly recommend enabling Two-Factor Authentication (2FA) to protect your account from unauthorized access.
- Navigate to Profile > Security Settings.
- Toggle the Require 2FA option.
- The next time you log in, you will receive a secure 6-digit code via email that must be entered to access your account.
Viewing Activity and Job Logs
To help teams coordinate, the system logs major actions. You can view the history of a specific job to see when it was created, updated, or completed.
- Open any active job from the Jobs board.
- Navigate to the Job Log tab.
- Review the timestamped entries to see which team member made recent changes.
Requesting Support
If you encounter an error or need assistance with the platform, you can reach out to our support team directly from the CRM.
- Click the Help or Support icon in the main navigation bar.
- Fill out the support request form with details about your issue.
- Our team will review the system diagnostics and respond via email.