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General Settings

The General Settings page allows you to configure global platform settings that affect how data is displayed, how users interact with the system, and how installations and devices are organized.

Customizable Visibility

You can configure different views and visible selections depending on the user's access level. This allows customers, installers, and administrators to see only the information that is relevant to them.

Management Page Visibility

You can control which sections are visible for the for different roles such as owners or visitors.

Available sections include:

  • Power meters
  • Analysis
  • Insights alarms
  • Insights alarm log
  • Manufacturer alarms
  • Manufacturer alarm log
  • Help center

This allows you to tailor the management interface depending on the level of access.

Device Page Visibility

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General SettingsCustomizable VisibilityManagement Page VisibilityDevice Page VisibilityUser AgreementsKey Metrics OverviewCompassStandard Production DistributionStandard PR DistributionTypesContact TypesAlarm TypesTagsDocument TypesDecimal Settings

You can also configure which sections are visible on device pages for the following roles:

  • Administrator
  • Installer
  • User

Different device types have their own configurable views:

  • Customer
  • Installation
  • Smart Grid Controller
  • Wind Farm
  • Inverter
  • String
  • Power Meter

For each device type, you can enable or disable key sections such as:

  • Overview
  • Descendant devices
  • Settings
  • Documents
  • Links
  • Insight alarms
  • Insights alarm log
  • Manufacturer alarms
  • Manufacturer alarm log
  • Targets

These settings allow you to simplify the interface and ensure each user role only sees the information they need.

User Agreements

You can create user agreements or terms of use that users must accept before a specified deadline.

When adding a new agreement, you can configure:

  • Acceptance deadline - the date before which users must accept the agreement
  • Language - the language in which the agreement is presented
  • Title - the title of the agreement
  • Content - the message shown to users

The contect field supports HTML formatting, allowing you to structure the message with headings, lists, links, or other formatting.

Key Metrics Overview

You can define and manage key performance metrics that are used across the platform.

These metrics are displayed in an overview table to help monitor performance across installations.

Compass

The Compass setting allows you to confugure an offset and rotation direction.

This setting is typically used when aligning orientation-based data such as solar panel positioning or site layouts.

Standard Production Distribution

You can configure a standard production distribution for each month of the year.

This distribution represents the expected production profile over the year and can be used as a reference when analyzing installation performance.

Standard PR Distribution

You can also configure a standard Performance Ratio (PR) distribution for each month.

This helps define expected PR values throughout the year, which can be used for performance comparison and analysis.

Types

The Types selection allows you to define several customizable categories used throughout the platform.

Contact Types

You can create contact types that describe the role of a contact related to an installation.

Examples might include:

  • Owner
  • Installer
  • Maintenance provider

These types help clarify the responsibility of each contact when assigning them to an installation.

Alarm Types

You can define alarm types that help categorize manufacturer alarms by priority.

When creating an alarm type, you can configure:

  • Name
  • Icon

These icons can later be used to visually identify alarm severity or type.

After creating an alarm type, you can also add selectors that automatically match alarms to the correct type, allowing the system to filter alarms automatically instead of assigning them manually.

Tags

You can create tags to classify installations by site type or other categories.

Tags allow you to:

  • Filter sites more easily
  • Organize installations in portfolios

When an installation contains a specific tag, it will appear as a selectable filter in portfolio views with a dropdown.

Tags for an installation can be updated in:

  • Installation Overview -> Settings -> General (Tags)

Document Types

You can define custom document types to organize documents more effectively.

When creating a document type, you can configure:

  • ID - typically written in camelCase, for example: "detailImage"
  • Label - typically written in uppercase with underscores replacing spaces, for example: "DETAIL_IMAGE"

After creating the type, you can define allowed file extensions. This ensures only specific file types can be uploaded for that document category.

For example:

  • Images: ".png", ".jpg", ".jpeg", ".webp"
  • Documents: ".pdf", ".doc", ".docx"

Decimal Settings

The Decimal Settings section allows you to control how numerical values are displayed across the platform.

You can configure decimal precision seperately for:

  • Tables
  • Charts

This help ensure data is presented clearly and consistently depending on where it is displayed.

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