Role-based access for solar teams: who should see what

As a team grows, sharing one login or one spreadsheet stops working. Salespeople see payments they do not need. Dealers see leads that belong to someone else. Installers see more than their job.

Roles fix this. Sales sees their own leads and quotes. Accounts sees money. Installers see their jobs and upload proofs. Dealers see only what they submitted. Owners see everything.

Two details matter. First, permissions should be enforced where the data lives, not only hidden on the screen. Second, changes should be recorded, so you can answer who moved a lead or edited a quote.

Start with sensible defaults, then adjust. A role you can edit in minutes is a role people will actually keep up to date.