Installers are able to view their entire fleet of installations through the Lumin app. Visibility within the app to any particular Lumin location is limited to Lumin app users who have been added to the location. By default, location users include the user who initially commissions the location, usually the installer.
A Lumin username is the email address used at login.
Note that any user of a location has the ability to add or delete other users from that location. Lumin does not dictate how users are managed within a location, but several recommendations are offered below as best practices.
Recommendation #1:
Lumin suggest that installers share a single set of shared Lumin login credentials across the installation company. This is common practice for many other online portals in the solar and storage industry, so many installers may already have an email address such as "monitoring@oursolarcompany.com" that is used as the username for inverter and battery management portals. This same email address can be used as a company-wide username for Lumin. This ensures that if a particular employee leaves the company the remaining employees will have access to their Lumin installations.
Note: If sharing login credentials, all employees will use the same username and password to log in to Lumin. To prevent unauthorized access by ex-employees and others who should no longer have access, Lumin recommends utilizing a password management app to store and share Lumin login credentials. This allows company administrators to prevent employees from viewing the password and gives administrators the ability to revoke access to the credentials if an employee becomes unsuited for access.
Frequently Asked Question: My installation team has commissioned several Lumin locations. Each technician has commissioned their installations with their own company email address so we have numerous different login accounts and I cannot see all of our installations from my account. How do I migrate all of these locations into a single company account so I can view all of our installations?
This is a common situation and easily sorted out. Since any user of a location can add another user, the best method is for each technician to log in to their Lumin app, go to the Manage Users screen of each Lumin location they have installed, and invite the company-wide email account (such as "monitoring@oursolarcompany.com") as a user to each location. See Recommendation #2 for details on how to invite new users. Once the company-wide account has been invited to all locations, that account can be used to delete individual company technician accounts from the location, if desired. See Recommendation #3 for procedures on deleting users from a location.
Recommendation #2:
Provide homeowners an invitation to their Lumin system when prompted by the Lumin app setup process. The invitation commissioning screen is shown below:
Simply type in the homeowner email address and select Invite. An invitation email will be sent to the email address instructing the recipient to download the Lumin mobile app and register a user account. The homeowner should use the same email address entered in the invitation as their username email address. This automatically links them to the Lumin system installed in their home. When they log in after registering, they will be able to see and interact with their Lumin installation.
Recommendation #3:
Establish a policy within your company and with your customer about installer access once the system is commissioned. In order to commission a Lumin device, installers require the default access they are given to that device during the setup process. However, after the device has been commissioned and the homeowner has been added as a user, the installer typically will not have a need to interact with it anymore.
If desired, any user of the location can delete any other user, including the installer, from the Manage Users page. To access this page, open the main menu at the upper left of the screen, select Location Settings, and then select Manage Users. New users can be added by entering their email addresses and selecting Invite. Existing users can be removed from a location by selecting the "X" next to the head-and-shoulders user icon as seen below.
If an installer ever needs to return to the site for a service call on the Lumin system, they can be re-added as a user to the system by the homeowner.
Recommendation #4:
Familiarize yourself with how to view your fleet of installed locations in the Lumin app. If you have decided to retain access to your installations, each installation for which your company account is a user will be visible to you in the Lumin app. To navigate between locations, expand the location menu at the upper right of your screen, circled below:
Installers can also choose All Locations at the bottom of the location menu, which will load a list of metadata for each location and a search bar, as seen above. Locations can be searched by their name, associated user ID (such as homeowner email), or their GUID, the alphanumeric identifier on the barcode on the outside of the Lumin enclosure.