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How To Use And Enable Nrel Jail Functionality

Overview

NREL Jail is an admin control that restricts specific users from freely using NREL-based proposal designs.

Why this matters first: It helps enforce quality standards when a rep repeatedly submits inaccurate NREL proposals.

Prerequisites

  • Admin access to Users & Roles

  • Internal policy for when to apply NREL restrictions

  • A manager designated to approve restricted designs

Step-by-Step Instructions

  1. Go to Users & RolesUsers.

  2. Find the user and open details with the eye icon.

  3. Click Edit.

  4. Enable the NREL Jail checkbox.

  5. Click Update and notify your manager/review team.

Pro Tips

⚠️ Apply this as a coaching/compliance tool, not a permanent setting by default.

💡 Document the reason in internal notes so leadership has clear context.

Real-World Example

A new rep repeatedly selected the wrong assumptions on NREL proposals. Admin enabled NREL Jail, required review for the next 10 proposals, and then removed restrictions after retraining.

Troubleshooting / FAQ

Question

Answer

Checkbox not visible

Confirm your account has admin-level edit permission.

Restriction didn’t take effect

Reopen profile and verify NREL Jail remained enabled after save.

When should we remove restriction?

After retraining and demonstrated compliance on reviewed proposals.

Change Log Summary

Change

Details

Original Title

How To Use And Enable Nrel Jail Functionality

New Title

Enable NREL Jail Controls to Prevent Misuse of NREL-Based Proposals

Key Updates

Converted policy-like content into action steps, integrated 5 screenshots, added guidance for fair operational use

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