Who this is for: Customer Care staff helping customers update their details. What it covers: each section of the Account page, what customers can and cannot change themselves, and how secondary contacts work.

At a glance

1. Account Details: name (editable), email and phone (Customer Care only), password.
2. Secondary Contact: add or replace a second adult with their own login.
3. Contact preferences: text message on/off.
4. Property Details and HOA Details: information our crews and applications team need.
5. System Details: read-only summary of the system, cost and lender.

Changes customers save here are written back to the project in Sunrise and HubSpot.

Account Details

Account details with the Personal information and Password sections.

• Edit lets the customer change their first and last name only. Email and phone are locked: "Please contact Customer Care if you need to update your phone number or email address."
• Change password appears only for customers who signed up with email and password. Google and Facebook users have no portal password.
• The address is shown but cannot be edited here.

Secondary Contact

A secondary contact is a second adult on the project, such as a spouse, who "can confirm appointment times and site visits if you are unavailable." They get their own invite, their own login, and the same access to the tracker and documents as the primary contact. They do not see the Secondary Contact section themselves.

The Secondary Contact section with a contact on file.

All four fields (first name, last name, email, phone) are required. Saving a new contact:

1. Creates or links the person in HubSpot and Sunrise and sets them as the project's secondary contact.
2. Emails them a myFreedom invite.
3. Emails the primary contact (and any previous secondary contact) to say the secondary contact changed.