To work with the partner portal and configure Helios systems, you need an installer account. This article explains how to request one.

Use this guide when you need a first company account as a new partner. The first account for your company is created centrally by our support team.

Action: send an email to <a href="mailto:hello@luo.be" rel="nofollow noopener noreferrer" target="_blank">hello@luo.be</a> with the following details:

- Action: send an email to <a href="mailto:hello@luo.be" rel="nofollow noopener noreferrer" target="_blank">hello@luo.be</a> with the following details:

1. Company name
2. VAT number
3. Address
4. Email address for the main account
5. Phone number

➡️ Result: our support team creates the main account. After that you can invite colleagues yourself via the partner portal.

___________________________________________________________

➡️ Next step: <a href="https://support.luo.energy/en/articles/16295609">How do I manage users in the partner portal?</a>

How new partners request a company account for the partner portal.

How do I request an installer account?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How do I request an installer account?

When to use this article?

Step 1: Send us your company details