How do I create an account as a Subscription Manager?

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

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

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

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

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

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