[RE-wrenches] Adding customer to Optics RE system-Solved

[William Miller]

Friends:



I discovered the cause of my problems:  The customer has multiple email
addresses.  When he created his account on Optics he used a different email
address from the one he gave me to use in the invitation.  Once we got on
the same email address we connected successfully.



Thank for the advice.



William



Miller Solar

17395 Oak Road, Atascadero, CA 93422

805-438-5600

www.millersolar.com

CA Lic. 773985





*From:* Nick A Lucchese [mailto:lucchesesolar at me.com]
*Sent:* Wednesday, February 21, 2024 11:46 AM
*To:* william at millersolar.com; RE-wrenches
*Subject:* Re: [RE-wrenches] Adding customer to Optics RE system



Greetings William,



I think the trick is to have the customer wait until they get the invite
and not have them create an account ahead of time. However on your end, it
does say something about the client being able to add the system if they
already have an account. I too have come across this exact headache you’re
referring to and seems like it always resolves itself by way of the
invitation email the installer initiates.



Hope that helps. I know luck shouldn't need be associated but, good luck!
Nick







On Feb 21, 2024, at 11:12 AM, William Miller via RE-wrenches <
re-wrenches at lists.re-wrenches.org> wrote:



Friends:



This is a subject that has frustrated me for a long time.  I have asked
Outback Tech support but none of their people do this because they are not
customers.



I will connect anew system to Optics and send the client an invitation.
The customer creates and account and then is directed to a page that shows
this:



<image005.jpg>



There is only one link to click and it takes you to this:



<image006.jpg>

Again, you have only one choice.  The next step prompts to enter a MAC
address but that MAC address is already in the system and the system will
not let the customer proceed.



I have dealt with this for years.  Some customers stumble onto the solution
but if I look over someone’s shoulder I do not see how to log into an
existing system.  Anyone know what I am missing?



Thanks in advance.



William







Miller Solar

17395 Oak Road, Atascadero, CA 93422

805-438-5600

www.millersolar.com

CA Lic. 773985





_______________________________________________
List sponsored by Redwood Alliance

Pay optional member dues here: http://re-wrenches.org

List Address: RE-wrenches at lists.re-wrenches.org

Change listserver email address & settings:
http://lists.re-wrenches.org/options.cgi/re-wrenches-re-wrenches.org

There are two list archives for searching. When one doesn't work, try the
other:
https://www.mail-archive.com/re-wrenches@lists.re-wrenches.org/
http://lists.re-wrenches.org/pipermail/re-wrenches-re-wrenches.org

List rules & etiquette:
http://www.re-wrenches.org/etiquette.htm

Check out or update participant bios:
http://www.members.re-wrenches.org
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.re-wrenches.org/pipermail/re-wrenches-re-wrenches.org/attachments/20240312/80c11a33/attachment.htm>