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Getting started

Adding users to a project

Invite users to a Voltmasters EMS project by email and pick the right role. The last step once every device is configured and online.

Once the system is fully configured and all devices are online, the final step is to grant access to users.

  1. Navigate to user management

    • Open your project in platform.voltmasters.be.
    • Go to Settings.
    • Select Users.

    This opens the user management screen for the project.

  2. Add a new user

    • Click Add user.
    • Enter the email address of the person you want to give access to.

    The email address is used to send an invitation to the platform.

  3. Select the user role

    Choose the appropriate role for the user:

    • Installer
      • Intended for installers, integrators, or service partners.
      • Has extended rights to configure devices, settings, and system behavior.
    • Client
      • Intended for the end user or system owner.
      • Has access to dashboards, insights, and monitoring.
      • Limited configuration rights to prevent accidental system changes.

  4. Send the invitation

    • Confirm the role selection.
    • Click Save or Invite.
    • The user will receive an email invitation to access the project.

    Once accepted, the user appears in the user list and can immediately access the system based on the assigned role.

  5. Complete the project handover

    The project setup is complete when:

    • All devices are online and reporting data.
    • System behavior has been validated.
    • The client has been added with the correct access level.

    The client can now monitor their energy system via the Voltmasters platform.