Customer Portal > Getting Started > Overview & Core Concepts

Who this is for: Customer Care, scheduling, operations, and anyone who answers homeowner questions about the portal. What it is: myFreedom, the homeowner-facing project tracker at my.gofreedompower.com. Customers use it to follow their project through seven stages, find their documents, update their account details, and reach support.

At a glance

Staff send an invite from the customer's contact card in Sunrise.
The customer creates a login with the same email the invite went to, then verifies their phone number.
The tracker shows their project's progress. It is rebuilt from Sunrise every time the page loads, so completing a task in Sunrise shows up on the customer's next refresh.
Documents, account settings and support are in the left-hand menu.
Staff can open a customer's portal exactly as the customer sees it with myFreedom Impersonate User in Sunrise.

What the customer sees

The tracker for a project in On-Site Installation. Completed stages have an orange check, the current stage is highlighted, and later stages are greyed out.

The left-hand menu has Project, Documents, Account, Support and Log out. Customers whose utility is ONCOR, AEP Texas, TNMP or Centerpoint also see Electricity Plan, which opens the plans sign-up site in a new tab.

Core concepts

Term	What it means
Stage	One of seven phases: Project Kickoff, Site Assessment, System Design, Applications & Permits, On-Site Installation, Third-Party Inspections, System Launch. See ‣.
Key Steps	The checklist inside a stage. Each step is tied to one Sunrise task. A step is checked off when its task is completed (or deleted/archived).
Current stage	The first stage that is not complete. The portal always opens on it.
Primary contact	The project's main customer in Sunrise.
Secondary contact	A second adult on the project with their own login and the same access as the primary contact.
Banner	A message above the tracker, such as a COI request or an extended-project notice.
Impersonation	A staff session that shows the portal as the customer sees it, with a red banner at the top.

Which projects show up

Residential only. Commercial and service projects never appear in the portal.
Access is live. A person sees every residential project where they are the primary or secondary contact. Remove or swap a contact in Sunrise and that person loses access straight away.
Short tracker. A project with none of the tags Solar, Powerwall 2, Powerwall 3, SPAN Panel, Enphase Batteries or Generator shows only three stages: Project Kickoff, On-Site Installation and System Launch.
Battery-only projects (no solar, with a Powerwall) skip the panel installation steps, and the wording changes from "solar system" to "battery".

Customers with more than one project

A customer with two or more projects gets a project picker at the top of the menu, labelled Project 1, Project 2 and so on, with the month the project was created and its address.

The project picker for a customer with two projects.