By setting your company colors and logo in the monthly reports you send to your clients, you generate more trust and improve your branding. Here's how to personalize your monthly reports:

In the top corner of the home page, click on the icon ⚙ to access the system's Advanced Settings.

In Appearance you can edit the colors of your brand or company by entering the information in Color change.

To insert light or dark versions of your logo, upload your file in Logo change, then Save.

In the menu on the right, customize how you send your customers an e-mail with a monthly report on energy generation.

In the top corner of the home page, click on the icon ⚙ to access the system's advanced settings.

In the top corner of the home page, E-mail and notifications activate the option to send monthly reports automatically to your customers emails.

Customize the Email introductory text for your customers. Don't forget to Save it.

![](https://storage.crisp.chat/users/helpdesk/website/80ffc

Question 3

User configuration

Accepted Answer

User configuration

${color}[#097d77](1- How do I access and edit my GDash user profile?)

Clicking on the profile icon in the top right-hand corner will bring up a mini-window with the user's name, profile picture and e-mail address. Simply click on "My profile" to access the user's full details.

After editing the data, simply scroll down till you find this image and finalize the change by clicking on "save".

Question 4

Register your plants in GDash

Accepted Answer

In the GDash system, your customers' plants are centralized on a single platform, optimizing their monitoring and facilitating their access to the inverter manufacturers' portals.

Go to https://app.gdash.energy/, go to Integrations and search for the manufacturers you use

Click on "✚" to Add your credential for the selected manufacturer's portal and fill in the information with the same login and password you use for the manufacturer's portal.

Finish by clicking on Add credential

||| Couldn't find your credential on the manufacturer's portal? Contact our team on WhatsApp

You can access the manufacturer's portal directly via GDash. Find out how:

Go to https://app.gdash.energy/ and Integrations and on the portals page, search for the manufacturers you use

On the card referring to your preferred portal, click on the manufacturer's Company Name and access the desired portal

**| 𝓲 Use GDash to monitor all your plants in one place, optimizing your time, genera

Question 5

Account configuration: General

Accepted Answer

REASON : account in trial and dont have the same options as an account of a user

Account settings: General

To access the account settings, we first need to go to settings and then click on account.

After clicking on account you will be redirected to the following page.

In the General tab, you can view the current status of your account, and you can also upgrade, cancel your subscription and change your credit card, where the plan you have subscribed to will be charged monthly.

To upgrade to change your plan, simply click on the Upgrade text.

You will then be directed to the plans tab where you will select the number of plants to be contracted and subscribe.

To cancel the subscription, simply click on the text "Cancel subscription":

This will open the window to confirm the cancellation.

Now just click confirm. Remember that you will still have the remainder of the c

Question 6

How do I create a user in GDash?

Accepted Answer

How do I create a user in GDash?

To create a new user in GDash, you must go to the account settings in settings and then click on account.

Then click on Users section, add new user

Choose whether you wish to add a customer or a team member

Once you've done that, you'll be directed to the page where you'll find all your registered users.

A confirmation e-mail will then be sent to the user you have just registered for password creation.

By clicking on the link, the user will have to set up a password, accept the terms of use and privacy and click save

That's it! The new user is now registered and can access GDash.

It's worth noting the differences between a client user and a technician user: the client only has access to information about their plant, while the technician has access to all plants, but still has some restrictions compared to t

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