
**Project Weights**

State Community Solar Administrating Agencies can prioritize projects based on two factors:  


**1. Expected Online Date:** This category is calculated based on the expected online date for a project. Assigning higher weight to this characteristic will match subscribers to projects that will be energized sooner, meaning that households will receive community solar benefits and savings sooner than projects with longer lead times. All projects uploaded to the Connector must have an interconnection agreement in place, though these times may change over time. Subscription managers should keep the time to online accurately updated for all pending projects.. 

**2. Minimum Subscription Discount Rate (%):** This is the minimum expected bill credit discount rate for subscriptions to the project. Assigning higher weight to this characteristic will match subscribers to projects with higher minimum savings before projects with lower minimum savings.    

The State Community Solar Program Administrating Agency can balance these two factors: greater savings and receiving savings sooner through the prioritization option on their dashboard. To view/edit the project weights, click “edit” in the dashboard. As with the household weights, these weights must sum to either 0% or 100%.  

In this example, the State Community Solar Administrator chose to prioritize projects with a higher expected minimum subscription discount rate over projects that come online sooner, and therefore provided a higher weight to the first factor. This will mean that households with the greatest priority will be connected to projects with the greatest savings in this example. These factors can also be set equally or both set to 0% if a state does not want to prioritize projects.  
 
![project weights](https://app.box.com/shared/static/gj4s8nwwxl78vv2zkgiiydzjrrs13cr4.png)

How to Include Optional Project Prioritization

Local LIHEAP administrating agencies are one of the four main user types on the Clean Energy Connector. This user consists of representatives from local LIHEAP administrating agencies, such as community action agencies, county offices, nonprofits, and others whom enroll households in LIHEAP.  Their main role on  the Connector includes the following: 

 
**1. Share information about their state’s low-income community solar program and its benefits with households during LIHEAP enrollment, explain how the Connector can help them enroll in community solar, and obtain consent from interested households to add them to the Connector. **

**2. Upload household information to the Connector of those who opt-in to community solar and provide their consent to be contacted by a trusted, verified subscription manager to enroll in an available community solar subscription. ** 


 After receiving an invitation from the State LIHEAP administrating agency, Local LIHEAP administrators will receive training and educational materials from their state to support community solar education. Households who want to participate will consent to securely sharing their information with a trusted subscription manager through the Connector. Once an organization is approved, additional users for that organization do not need to receive approval from the state to join. 

About the Local LIHEAP Administrating Agency User

Community solar subscription managers are one of the four main user types on the Clean Energy Connector. This user consists of representatives from community solar subscription manager organizations who support enrollment in community solar projects for income-verified households. To use the Connector, organizations must be approved by the state community solar administering agency, and must agree to the required consumer protections for each state they operate in. Their main role on to support the Connector includes the following:

 **1. Upload their organizations’ projects that are seeking income-verified enrollees; these projects must also have received their interconnection agreement and include estimated subscription sizes.**

**2. Receive secure information of income-verified households whom are interested in enrolling in community solar through the Connector.** 

**3. Conduct outreach and complete enrollment of income-verified households to community solar subscriptions, following agreed upon consumer protections throughout enrollment process.** 

**4. Update project information as subscription availability changes for each project.**

**5.     Update data in the Connector to track outreach to households and successful sign ups.**

 
Subscription managers will receive an invitation to set up an account through the Connector website. The State Community Solar Administrating agency will then review the organization’s profile, request revisions if necessary, and then approve the profile if the organization meets operating requirements and consumer protection commitments in the state. Once an organization is approved, additional users for that organization do not need to receive approval from the state to join.  Once their account is approved, subscription managers can begin adding projects with available subscriptions to the Connector. These projects will not receive subscribers until they are approved individually by the State Community Solar Administrating Agency. 


To receive an approval for a project added to the Connector, subscription managers will need to include basic information such as the project address, project number, total capacity, estimated subscription size, amount of capacity reserved for low-income subscribers, and the project’s interconnection approval documentation. In the same way that the profile was approved, the State Community Solar Administrator needs to review, verify, and approve each project submitted before any subscribers can be assigned. The subscription manager may then be required to provide state-specified compensation for each household enrolled, to both maintain the Connector and compensate local LIHEAP administrating agencies for their outreach and enrollment support efforts. Subscription managers are required to update the status of each contacted house to track successful enrollments.  

About the Community Solar Subscription Manager User 

The approval process is the same for both newly registered community solar subscription organization and newly submitted community solar projects.  


New pending organization and project applications will be displayed on the dashboard for State Community Solar Administrating Agencies. You can click on the organization or project name to review the information submitted by the subscription manager. If the reviewer has questions about the organization and/or project and additional information and/or revisions are necessary, click “Request Revisions” and add a comment describing the issue. This comment will be sent through the Conversation feature, and the subscription manager organization can respond in a chat-like function. If the organization and/or project include all requirements as determined by the state, click “Approve”. The state community solar program administrating agency will not be able to approve projects from an organization until that organization has been approved to operate on the Connector.  

![CS Admin Dashboard](https://app.box.com/shared/static/ue3gb7q7ow25son5x6espw2p9c2nb4qq.png)

   How State Community Solar Administrators approve projects and Subscription Managers     

State Community Solar Administrators are one of the four main user types on the Clean Energy Connector, consisting of representatives from the state’s community solar program administering agency. Their role on the Connector includes the following: 

 **1.     Approve new subscription management organizations to create a user account and begin operating on the Connector. **  

**2.     Approve the projects that approved subscription management organizations submit to the Connector, ensuring that projects are accurate, have the needed approvals (e.g., interconnection agreement), and meet consumer protection requirements. **

**3.     Set prioritization factors for projects that impact the order projects are connected to households to help ensure that households with the greatest need may receive the greatest savings in a timely manner, based on state priorities (optional role).  .** 

 
  

About the State Community Solar Administrator User 

**Household Weights**


Household Weights  

State LIHEAP Administrating Agencies have the option to assign weights to household characteristics to help ensure that households with the greatest need are connected to projects that offer the highest savings levels the soonest.  

 

Households with many priority factors would then be connected to available subscriptions sooner. This option allows states to align their access priorities between the LIHEAP program and the Connector. To view or edit household weights, select “edit” from the State LIHEAP dashboard. All weights must add up to either 0% (if there are no weights included) or 100% across priority factors.  

 

In this example, the state prioritizes older adult households for access to their energy assistance programs, and therefore wants to ensure that older adult households have priority to community solar subscriptions. To add this prioritization factor, the user sets the weight for “Older adult households >65” to 100%, and all others are set to 0%. This will result in households that are known to have older adults to  be prioritized for enrollment in community solar subscriptions through the Connector. If multiple factors are a priority of the state LIHEAP administrating agency, those factors can receive equal or differing weights depending on the state’s priorities, summing up to 100%.  

 

![household weights](https://app.box.com/shared/static/s5v9x0z4arr8khgde2cwli2hddxbxk9c.png)



How to Include Optional Household Prioritization?

States must have the following in place to use the Connector:

1. A low-income community solar program that meets the minimum savings requirement of 20% (see above) and agrees to enforce minimum consumer protection requirements. 

2. Partnership between the state community solar program and state LIHEAP agencies. 

3. Low-income community solar projects looking for subscribers within the next year. 

4. Staff capacity to test and provide feedback on the Connector during the pilot stage. 

To implement the Connector in a new state, DOE requests that both the agency administering the state community solar program and the state LIHEAP office jointly agree to participate in the project. DOE requires both offices to jointly sign an agreement to participate. 

DOE will also have states complete a Readiness Assessment to identify additional needs a state may have to prepare to use the Connector, such as updating LIHEAP intake forms, program rules, and developing training materials. 

If you are a representative of a state energy office or LIHEAP office and are interested in using the Connector in your state, please contact community.solar@ee.doe.gov. 

What policies do states need to have in place to use the Connector?

The Connector is aligned with the Inflation Reduction Act 48(e) tax credit savings definition. Each qualifying household must be provided **a bill credit discount rate of at least 20% difference between the financial benefit** (utility bill credits, reduction in electricity rate, or other monetary benefits accrued on the utility bill) **and the cost of participating** in the community solar program (including subscription payments and any other fees and charges) **expressed as a percentage of the financial benefit** distributed to the household.  

Does the Connector require a minimum subscription savings for participants?

The State LIHEAP Administrators are one of the four main user types on the Clean Energy Connector. This user consists of representatives from the state’s LIHEAP administering agency. Their main role on the Connector includes the following: 

 
**1. Invite and/or approve new local LIHEAP administrating agencies to create a user account in their state and begin operating on the Connector.**

**2. Upload aggregated households, on behalf of local LIHEAP administrating agencies, who opt-in to community solar when applying for LIHEAP (optional role).**

**3. Set prioritization factors for households on the platform so that households with greatest need are connected more quickly and to projects with the greatest benefits, based on state priorities in alignment with LIHEAP prioritization categories (optional role).**

Currently, all local LIHEAP agencies on the Connector must first be invited by the State LIHEAP account. The State LIHEAP agency can send an email invitation to a representative from each local agency, which will allow them to create their account and invite additional local employees.  



About the State LIHEAP Administrator User 

First, states must individually opt into using the Connector. This includes signing an agreement with NREL and working with DOE to implement the Connector. States should reach out to DOE to express interest.  

 

In states where the Connector is available, community solar subscription managers may create an account, indicate the states in which they work, agree to the consumer protection requirements for each of those states, and then submit their community solar projects with available subscriptions to the Connector.  

 

The state community solar administrator will review and approve new subscription managers to join the Connector and any corresponding community solar projects to ensure subscription managers adhere to the consumer protection requirements, including savings amounts.  

 

The state LIHEAP administrator will also verify and approve new local LIHEAP administrative agencies to create accounts on the Connector. 

 

Local LIHEAP administrators will provide community solar educational materials to households at the time of LIHEAP enrollment. If community solar subscriptions are available, households can opt to enroll in a subscription. If they are not available, households can indicate interest and be added to a waitlist. Households can consent to sharing data securely through the Connector with subscription managers. 

 

With household data consent, local LIHEAP administrators then upload the information to the Connector. Where possible and appropriate, local LIHEAP administrators will receive funding support for providing the educational resources and administrative needs of connecting households to community solar. 

 

Subscription managers will then connect with households that have opted-in to community solar to complete enrollment. Subscription managers may also pay a customer acquisition fee to maintain the Connector and compensate local LIHEAP administrative professionals for their outreach efforts. 

How does the Connector work?

The Clean Energy Connector is approved by the Department of the Treasury for income verification for the [Low-Income Communities Bonus Credit Program 48(e)](https://www.energy.gov/justice/low-income-communities-bonus-credit-program) outlined in the Inflation Reduction Act.  

 

For additional details, see question 44 in the Department of Energy’s FAQ page for 48(e), linked [here](https://www.energy.gov/justice/articles/48e-frequently-asked-questions).  

Can the Connector be used to verify a household's eligibility for the 48(e) tax credit?

Both the State LIHEAP administrating agency and Local LIHEAP administrators have the ability to upload household information to the Connector. The state may decide to consolidate household information and perform the upload on behalf of the local agencies. The state alternatively may request that the local agencies directly upload interested household to the Connector. Only households who have given consent to being included on the Connector and contacted by a verified subscription management organization should be uploaded to the Connector.

The upload process is the same for both user types. There are three ways that households can be uploaded:  

**1. Manual Entry:**
Manual entry is a simple way to enter a household’s data into the Connector and is a convenient option if you do not have a large quantity of households to upload.  

Click "Create a New Household"
![create new household](https://app.box.com/shared/static/dxsk1loljg2fdwwdkh78gn3rcamf2iio.png)

 

Fill in the household’s information for the required and optional fields provided, then click save. Required fields include name, phone number, address, preferred contact method, utility service provider, and utility service account identifier. Here, you'll also have the option to add household priority characteristics. Clicking on “Prioritization Factors” will prompt a drop- down menu, where you can check the applicable fields.  

  

![manual entry](https://app.box.com/shared/static/m9t7zfov3tcjoemnp0xz2m6owbrxmt8r.png)

**2. CSV File Upload:**
The Connector provides a CSV file template to allow for the bulk upload of household information. This file can be opened in Microsoft Excel, Google Sheets, or similar programs. This option allows for multiple interested households to be uploaded to the Connector at one time. 


Click "Batch Household Administration" at the top of the dashboard.
![batch admin](https://app.box.com/shared/static/jdd1sflv4loe7wpk1o3axg59dm9f74cm.png)

Download the template. The template contains all required and optional household data fields that can be input for upload in the Connector. Optional fields do not need to be filled in for the file to successfully upload household data. **Note that the template comes pre-filled with helpful notes and information that the user needs to delete before entering your data, or they will receive an error when uploading the file.**    

![download template](https://app.box.com/shared/static/hfpzeam8tqfr9j0x7k7q0u1wmn24a11r.png)

The template looks like the document below. It comes pre-filled with helpful notes for each data field explaining what the expected values are and whether the field is optional or not. Delete the notes before entering new household information. When deleting the notes, be sure to leave the first row, as these are the column headers. 

![template](https://app.box.com/shared/static/shsgnzfl34pfx1t6kd0qhd9xfphfsuxx.png)

Depending on your state, the number of columns that appear on your template may look different than this example. Columns M-T are used to indicate the presence of a household prioritization characteristic. Your state may choose not to track one or more of these factors. **Prioritization characteristics that your state chooses not to track will not appear on your CSV template.**  
 
After entering new household data, save the file, then you can either drag and drop the file into the Connector, or you can click “Process CSV File” and select the spreadsheet containing your household data from your local files.  

 
The Connector will analyze the data and add the households to your list. All the data must match the expected values provided in the template.

**CSV Helpful Information**

To aid you in formatting and uploading your CSV file, there is a drop-down tab on the Batch Administration page that contains commonly asked questions related to CSV files. 

To view this tab, click the arrow on the right side of the screen.

![helpful info](https://app.box.com/shared/static/fjhk57y6r3q26aajzjef22jvxq35n14g.png)

**Troubleshooting CSV Upload Errors**

If the Connector identifies an error in your file, you must input the correct value before completing the upload. If you receive an error and need support solving it, please contact us for support. 

In the example with an error below, the name of the LIHEAP agency in the CSV file does not match the name of the LIHEAP agency performing the upload. This data needs to match for verification purposes, and if it does not, the file will be rejected. To fix this, the organization name needs to match how it is listed on the Connector for the organization’s account and in the CSV file.  

![errors](https://app.box.com/shared/static/z62xze7bm96hws26sx8p16rph2w1eoil.png)

In the image below, you can see the file that was uploaded includes an error in row 2 column N.  The name of the LIHEAP agency adding this household is written as “"Connector Tutorial”. This caused the file to be rejected because the name “Connector Tutorial” does not match the name of the LIHEAP Agency performing the upload, which in this case is “Example LIHEAP Agency". 

![template error](https://app.box.com/shared/static/iwl7b66klhhyco87wyy4bjzclg2soucx.png)

 
After correcting your error, save the file to your device again, then re-upload the data. Click “Submit” to add the household(s) to your list.  

 
![csv submit](https://app.box.com/shared/static/mky56itxqteeza31dbk0736392dvjn5o.png)

**3. Application Programming Interface (API)**

An API allows two different software platforms to communicate with one another. So, **if you have technical resources on your team (specifically a software developer)**, and you are already using a system to track households enrolling in LIHEAP, you can use the API to link the two systems and enable automatic household uploads. 



How do State or Local LIHEAP Administrating Agencies upload households to the Connector? 

The account creation process is simple and should be consistent with the sign-up process for other types of internet accounts.     

**If you are the first person creating an account for your organization:**

A Connector Administrator (currently the National Renewable Energy Laboratory) will send you an email invitation that looks like this.

![invite email](https://app.box.com/shared/static/ccfbmx49kpf3i8zmb9sx3hub1wpp6iun.png)

Clicking or copying and pasting the link into a web browser will take you to the Connector website, where you’ll enter your email, receive & input a 6-digit verification code, and add basic profile information such as your name and job title. 

Be sure to click “sign up” and not, "sign in” if this is your first time signing in. 

![sign up](https://app.box.com/shared/static/56afe7tig9xnr0ko4uxjgdsaosmhongz.png)

**If your organization already has an account on the Connector:**

**Adding Members**

After the account for your organization has been created, the authorized representative can invite additional members/employees to create accounts. The sign-up process is the same after this point and requires information such as the new user’s name, email, and job title. 

**User Levels**

There are different categories of user levels that authorized representatives can select for new member accounts. The authorized representative can select which user type they want their colleagues to have, which helps control user privileges. The three user levels are:    

**1. Authorized Representatives:**
This member type has the most privilege. They have full access to all household and organization level data uploaded from their organization on the Connector. Authorized representatives can add additional users from their organization, add households, and can also edit information about the organization, such as organization name, website, phone number, and address). 

**2. Regular Members:**
Regular members cannot edit information about the organization but create and update project information or add households. 

**3. Observers:**
Observers have view-only access to the account. They can view data about available projects and/or households yet cannot make any changes to data or enrollments. 


To add additional users to your organization, from the dashboard, click “members”.

![SL member dashboard](https://app.box.com/shared/static/mr7g3udmeqn5y3sjjxqqmcyjlxcvya3s.png)

Next, you can use the arrow on the right side of the button to select the member type. 

![SL member types](https://app.box.com/shared/static/nbxmn44vrfv81yyfkrj0lg6op9j3mqsl.png)

After selecting the member type, click "Create ______ Invite". You can enter the recipient's email (along with an optional message) and send them an email invitation, or, you can copy the link provided and send it to them via a different message service. 

![SL member invite](https://app.box.com/shared/static/vpzklmpb169y13v4yrc9t0s4v94mfqal.png)

How do I create an account as a State LIHEAP Administering Agency?

In order for a household to be listed on the Connector, the following are required: 

-Household received community solar education materials during their LIHEAP enrollment process

-Household opts in to be connected to a community solar subscription through the Connector 

-Household is income-verified for LIHEAP before uploaded to the Connector 

What requirements must local LIHEAP administrators meet to list a household on the Connector?

In order for a subscription manager to list a community solar subscription/project on the Clean Energy Connector, the subscription must include the following requirements:  

-Must achieve the 20% bill discount rate (as described above) 

-Project has an interconnection agreement in place 

-Project agrees to meet all required consumer protections 




What requirements must community solar subscriptions meet to be listed on the Connector?

LIHEAP households will not directly use the Connector software. The users of the Connector include subscription managers, local LIHEAP administrators, and state program administrators. LIHEAP households will opt into community solar and consent to having their information shared with a community solar subscription manager and will then be connected to an available subscription. 

Will LIHEAP-eligible households use the Connector software directly?

The account creation process is simple and should be consistent with the sign-up process for other internet accounts you may already be familiar with.   


**If you are the first person creating an account for your organization:** 


The Connector Administrator (currently the National Renewable Energy Laboratory) will send you an email invitation that looks like this.

![invite email](https://app.box.com/shared/static/ccfbmx49kpf3i8zmb9sx3hub1wpp6iun.png)

Clicking on the link or copying and pasting the link into a web browser will take you to the Connector website, where you’ll enter your email, verify your identity, and add basic profile information such as your name and job title. 

 
Be sure to click “sign up” and not, "sign in” if this is your first time signing in. 

![sign up](https://app.box.com/shared/static/56afe7tig9xnr0ko4uxjgdsaosmhongz.png)
 
**If your organization already has an account on the Connector:**

**Adding Additional Users**

After the authorized representative account for your organization has been created, they can invite additional colleagues to create accounts to also interact with and use the Connector. The sign-up process is the same after this point and requires information such as the new user’s name, email, and job title.  

*User Levels**


There are different categories of user levels that authorized representatives can select for new member accounts. The authorized representative can select which user type they want their colleagues to have, which helps control user privileges.  The three user levels are:  

**1. Authorized Representative:**
This member type has the most privilege. They have full access to all household and organization level data uploaded from their organization on the Connector. Authorized representatives can add additional users from their organization, create and edit projects, and can also edit information about the organization, such as organization name, website, phone number, and address. 

**2. Regular Member:**
Regular members cannot edit information about the organization but create and update project information or add households.  

**3. Observer:**
Observers have view-only access to the account. They can view data about available projects, yet cannot make any changes to data or enrollments. 

To add additional users to your organization, from the dashboard, click “members”

![SM member dashboard](https://app.box.com/shared/static/mrl6b6at9aobj6kmsr24iy9rbc4qn2ze.png)

Once your organization's account has been created, you can send additional invites to other employees within that organization who will be using the platform. This does not require additional approval or verification from the State or Connector administrators. 


Next, use the arrow on the right side of the button to select the member type.

![member types](https://app.box.com/shared/static/7d03mboxpazzj6t4udfhw6qtp0qhu45k.png)

After selecting the member type, click "Create ______ Invite". You can enter the recipient's email (along with an optional message) and send them an email invitation, or, you can copy the link provided and send it to them via a different message service. 

![member invite](https://app.box.com/shared/static/0xs12zx0ohofsszxgha8ic021jjedzy5.png)

How do I create an account as a Subscription Manager? 

Subscription manager users can add projects as soon as they create their profile, however no projects will be reviewed by the state community solar program administrating agency until the agency has approved the organization to operate on the Connector. Once approved by the state agency for operation on the Connector, the state will then review each individual project to verify it meets the Connector requirements before it is made available to households on the Connector. 

 

To create a project, from the Subscription Manager Dashboard, click “Projects”, then “Create New Project” 

![SM Dashboard](https://app.box.com/shared/static/0inz0y4x83jf8x75mqvwrjeiqbh3hx6q.png)

Next, you will fill in all the necessary information for your project to added to the Connector. This includes but is not limited to:  
* Address
* Project operation number (from the state)
* Utility Service
* Total Capacity
* Estimated Annual Generation
* Percentage of total project capacity reserved for income verified households
* Primary Contact 
* Estimated subscription size
* Estimated savings range
* Interconnection Agreement

Click “Save” when finished, then click “Submit”. The project will then be sent to the State Community Solar Administrating Agency, who will review the project information, notify you of any questions and/or revisions needed through the Conversation feature, and once they verify all information is correct, they can move forward and approve the project.  

![Submit button](https://app.box.com/shared/static/2wkpj7b3h9m1i0olbtux482e7zmql5mk.png)

While waiting for project approval, subscription managers can communicate with the State Community Solar Administrating agency via the Conversation feature. This feature allows the subscription manager to send messages directly to the state community solar administrating agency and vice versa. 

![Conversation portal](https://app.box.com/shared/static/m1leqnkvhqpsevjm06heobluuivn225t.png)

Once your project has been approved, you will be able to request households for enrollment and begin filling subscriptions. Depending on the state, this may require a compensation payment to support the Connector and compensate local LIHEAP administrating agencies who are conducting the stakeholder education and outreach during LIHEAP enrollment.  

How can Subscription Managers create projects?

To create an account as a local LIHEAP administrating agency, the State LIHEAP Administrating Agency is responsible for “creating” new Local Agencies, and sending an invitation to the first person at that agency.  

**If your local agency does not have an account on the Connector yet**, reach out to your State LIHEAP Administrating Agency for an invitation to begin the process. After you receive the invitation, the process is simple and should be consistent with the sign-up process for other internet accounts you may already be familiar with.   
 
The invitation email will look like the email below: 

![invite email](https://app.box.com/shared/static/ccfbmx49kpf3i8zmb9sx3hub1wpp6iun.png)

 
Clicking or copying and pasting the link into a web browser will take you to the Connector website, where you’ll enter your email, receive & input a 6-digit verification code, and add basic profile information such as your name and job title. 

 
Be sure to click “sign up” and not, "sign in” if this is your first-time signing in. 

![sign up](https://app.box.com/shared/static/56afe7tig9xnr0ko4uxjgdsaosmhongz.png)

**If your organization already has an account on the Connector:**

**Adding Members**

After the account for your organization has been created, the authorized representative can invite additional members/employees to create accounts. The sign-up process is the same after this point and requires information such as the new user’s name, email, and job title. 

**User Levels**

There are different categories of user levels that authorized representatives can select for new member accounts. The authorized representative can select which user type they want their colleagues to have, which helps control user privileges. The three user levels are:    

**1. Authorized Representatives:** 
This member type has the most privilege. They have full access to all household and organization level data uploaded from their organization on the Connector. Authorized representatives can add additional users from their organization, add new households, and can also edit information about the organization, such as organization name, website, phone number, and address. (all users). 

**2. Regular Members:**
Regular members cannot edit information about the organization but add households. 

**3. Observers**
Observers have view-only access to the account. They can view data about available households yet cannot make any changes to data or enrollments.  



To invite additional members to your organization, from the dashboard, click “members” 

![LL member dashboard](https://app.box.com/shared/static/sr6mr7so8alvf420fdbqu3zaxs5trrzn.png)

Next, you can use the arrow on the right side of the button to select the member type. 

![LL member types](https://app.box.com/shared/static/egc7skdgyyefkdhf667hzunc4jjmzbmf.png)

After selecting the member type, click "Create ______ Invite". You can enter the recipient's email (along with an optional message) and send them an email invitation, or, you can copy the link provided and send it to them via a different message service.

![LL invitation](https://app.box.com/shared/static/jlnyelbysv4pv49wp9rmdtvvjeilpas5.png) 

 

How do I create an account as a Local LIHEAP Administrating Agency?

The account creation process is simple and should be consistent with the sign-up process for other internet accounts you may already be familiar with.     

**If you are the first person creating an account for your organization:**

A Connector Administrator (currently the National Renewable Energy Laboratory) will send you an email invitation that looks like this.

![invite email](https://app.box.com/shared/static/ccfbmx49kpf3i8zmb9sx3hub1wpp6iun.png)

 
Clicking or copying and pasting the link into a web browser will take you to the Connector website, where you’ll enter your email, receive & input a 6-digit verification code, and add basic profile information such as your name and job title. 

Be sure to click “sign up” and not, "sign in” if this is your first time signing in. 

![sign up](https://app.box.com/shared/static/56afe7tig9xnr0ko4uxjgdsaosmhongz.png)

**If your organization already has an account on the Connector:** 

 
**Adding Members**

After the account for your organization has been created, the authorized representative can invite additional members/employees to create accounts. The sign-up process is the same after this point and requires information such as the new user’s name, email, and job title. 

**User Levels** 

There are different categories of user levels that authorized representatives can select for new member accounts. The authorized representative can select which user type they want their colleagues to have, which helps control user privileges. The three user levels are:   

**1. Authorized Representatives:**
This member type has the most privilege. They have full access to all household and organization level data uploaded from their organization on the Connector. Authorized representatives can add additional users from their organization, add new households, and can also edit information about the organization, such as organization name, website, phone number, and address. (all users).

**2. Regular Members:**
Regular members cannot edit information about the organization but add households.

**3. Observers:**
Observers have view-only access to the account. They can view data about available households yet cannot make any changes to data or enrollments. 


To invite additional members to your organization, from the dashboard, click “members”. 

![cs admin member dashboard](https://app.box.com/shared/static/ax83u43ufve0l0tm4cy94mkcrorllps3.png)

Next, you can use the arrow on the right side of the button to select the member type. 

![cs admin member types](https://app.box.com/shared/static/lnhhqm216nyurv7cbivpadcqeyo3s0fb.png)

After selecting the member type, click "Create ______ Invite". You can enter the recipient's email (along with an optional message) and send them an email invitation, or, you can copy the link provided and send it to them via a different message service.

![cs admin invitation](https://app.box.com/shared/static/h2pryo4weh0ixoenrn8e5o0w5jv1zzhq.png)



How do I create an account as a State Community Solar Administrating Agency??

See [this link](https://www.youtube.com/watch?v=ZEv6n8YEGUM) to view a basic orientation for the core functions of State Community Solar Program Administrating Agencies on the Clean Energy Connector.

**DISCLAIMER:** This tutorial shows a pre-launch version of the Connector. The look and function of the website is likely to change over time and may appear different depending on when you are accessing the tool.

State Community Solar Administrating Agency Tutorial Video 

See [this link](https://www.youtube.com/watch?v=8ymJr24Zoh8) for a basic orientation for the core functions of State LIHEAP Administering Agencies on the Clean Energy Connector. 

**DISCLAIMER:** This tutorial shows a pre-launch version of the Connector. The look and function of the website is likely to change over time and may appear different depending on when you are accessing the tool.

State LIHEAP Administering Agency Tutorial Video 

See [this link](https://www.youtube.com/watch?v=PIvJ664B8Uo) for a basic orientation for the core functions of Local LIHEAP Administering Agencies on the Clean Energy Connector. 

**DISCLAIMER:** This tutorial shows a pre-launch version of the Connector. The look and function of the website is likely to change over time and may appear different depending on when you are accessing the tool.

Local LIHEAP Administering Agency Tutorial Video 

These tutorials show a pre-launch version of the Connector and give a basic orientation for the core functions of each user type. 

While The look and function of the website is likely to change over time, the core user experience will remain. The graphic design and certain navigation elements may appear different depending on when you are accessing the tool.

[Local LIHEAP Administering Agencies](https://www.youtube.com/watch?v=PIvJ664B8Uo) 

[State LIHEAP Administering Agencies](https://www.youtube.com/watch?v=8ymJr24Zoh8)

[State Community Solar Agencies](https://www.youtube.com/watch?v=ZEv6n8YEGUM)


User Tutorial Videos

related to uploading, purchasing, managing households

Households

related to weights, prioritization factors, and other household/project attributes

Prioritization

related to creating, managing, approving projects

Projects

Content relevant or related to local administrators and other staff supporting the Low-Income Housing Energy Assistance Program (LIHEAP)

Local LIHEAP Administrating Agencies

Basic and/or broadly relevant information about the Connector

General Information & Questions

Content relevant or related to State administrators and other staff supporting the Low-Income Housing Energy Assistance Program (LIHEAP)

State LIHEAP Program Administrating Agency 

Content relevant or related to community solar subscription management organizations and employees

Community Solar Subscription Manager

Content relevant or related to State Community Solar Program administrators and other staff

Knowledge Base

Community Solar Subscription Manager

General Information & Questions

Local LIHEAP Administrating Agencies

State Community Solar Program Administrating Agency

State LIHEAP Program Administrating Agency