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How Does an Installer Access Authorized Dealer Settings?

How Does an Installer Access Authorized Dealer Settings?

Emilie avatar
Written by Emilie
Updated this week

Any user with Super Admin access is able to view the authorized dealer settings. These settings are kept in two places.

  1. My Roles > EPC > Sales Organizations

    1. Click the "Settings" button on the sales org you'd like to see.

    2. This settings list allows you to enable/disable which deal types you'd like the sales org to have access to. This list needs to match what is enabled under Settings > Installer > Authorized Dealers

  3. Settings > Installer > Authorized Dealers

    1. Click the name of the authorized dealer you'd like to adjust settings for.

    2. This view allows you to set the default pricing model for the sales org and enable/disable both markets and deal templates. To avoid errors, the enabled deal templates here must match the deal templates enabled in the above list.

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