Palmetto Installer Support

Guidance on completing NTP (M0) for DOE projects, including process steps and requirements.

DOE: NTP (M0) Process & Requirements

DOE Puerto Rico Program - Document Upload SOP v1.0

DOE: Document Upload SOP

DOE: Change Orders

Achieving notice to proceed with install in the DOE program

DOE: Sales

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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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