If you are given an Admin role, you are able to make changes to your account on the Your teammates page. This includes:
Adding new users
Approving requests to join the account
Change user permissions
If you can't access this page but need to, talk to your account owner or get in touch with the Modo Energy team.
Adding a new user
To add a new teammate:
Head over to the Your teammates page
Click Add teammates in the top right corner
Enter the email you want to add
Set a role for this member
If you want them to be able to make changes to account access, set them as an Admin
If you don't set a role, they will be given the lowest level of access User - read more on roles here
Click Send invite
An email will be sent to this team member inviting them to create an account
Their email added to the list of members, marked as Pending (in orange)
Approving a user request
If a user tries to create an account on the Modo Energy Terminal with your company domain, they will need approval before being added to your account.
If someone is requesting to join your account, you will receive an email
Click the link to the Your teammates page
Requests are marked in purple at the top
Click ❌ to delete the request, ✅ to approve it
If approving a user, you can find them in the list to edit their user role. The default will be User, which is the lowest level of access
If approved, your team mate will be notified that their access has been granted and that they can finish creating their account
Changing user roles
You might also need to change the role of a teammate - read more on differences between roles or amending add-on seats.
Click on the name of the user you would like to change the role
Click on the dropdown for Role and select the correct option
If you need to delete a user, do so by clicking Remove user in the top-right corner
Need help?
Have further questions about user access? Contact the team today.