Account and organisation settings
Settings is where you manage everything about your account. Open it from the navigation menu. It has four tabs: Account, Organisation Profile, Team, and Billing & Plan.
Account tab
Section titled “Account tab”Your personal settings:
- Name and email: update your display name or email address.
- Password: change your login password.
- Email verification: if your email isn’t verified yet, resend the verification link here. Email verification is required before you can send quotes or receive marketplace requests.
- Setup checklist: new accounts see a short checklist covering the first key steps to get your account ready. Work through it in order: verify email, complete your profile, create a template, and embed the widget.
Organisation Profile tab
Section titled “Organisation Profile tab”Settings that apply to your whole business on the platform:
Organisation details: your registered name, industry, business email, and phone number. These are read-only (set during registration). If you need to change them, contact support@senergy.ng.
Organisation description: a public-facing description of your business, shown to buyers when they view your quotes. This is your opportunity to differentiate yourself: describe your speciality, experience, geographic coverage, or any credentials that matter to a solar buyer. Up to 2,000 characters.
Marketplace settings: the toggle to opt in to receiving requests from the Senergy platform. See Responding to requests.
Team tab
Section titled “Team tab”Your account supports multiple team members working the same inbox. Go to Settings → Team to manage this.
Every team member is assigned one of two roles: Owner or Member.
| Area | Owner | Member |
|---|---|---|
| View quotes | Yes | Yes |
| Submit quotes | Yes | Yes |
| Reserve quotes | Yes | Yes |
| Receive quote notifications | Yes | Yes |
| View requests | Yes | Yes |
| View products | Yes | Yes |
| Create and edit products | Yes | Yes |
| View automations | Yes | Yes |
| Create and edit automations | Yes | Yes |
| View templates | Yes | Yes |
| Create and edit templates | Yes | No |
| View members | Yes | Yes |
| Invite members | Yes | No |
| Remove members | Yes | No |
| View organisation settings | Yes | Yes |
| Edit organisation settings | Yes | No |
| View credit balance | Yes | Yes |
| Spend credits (unlock leads) | Yes | Yes |
| View billing and subscription | Yes | No |
| Manage billing and subscription | Yes | No |
In summary: Members can do the core day-to-day work (quoting, requests, products, automations, and spending credits to unlock leads) but cannot change templates, invite or remove colleagues, edit settings, or touch billing. Owners have full access to everything.
Inviting a team member
Section titled “Inviting a team member”- Click Invite Member.
- Enter the person’s email address and select their role (Owner or Member).
- Click Send Invite.
The invited person receives an email with a link to join your organisation. Only Owners can invite members.
Changing a member’s role
Section titled “Changing a member’s role”Owners can change any other member’s role using the role dropdown next to their name. You cannot change your own role.
Removing a member
Section titled “Removing a member”Click the remove button next to a member’s name to revoke their access. Only Owners can remove members. The member’s historical activity (quotes they submitted, etc.) remains visible.
Billing & Plan tab
Section titled “Billing & Plan tab”This is where you manage your subscription and payment account. Only account Owners can make changes here, and your email must be verified. Open it at Settings → Billing & Plan.
Subscription plans
Section titled “Subscription plans”| Plan | Price (per month) | Credits included | Best for |
|---|---|---|---|
| Free | N/A | 10 | Getting started, exploring the platform. |
| Starter | NGN 30,000 | 20 | Independent installers and local contractors. |
| Growth | NGN 100,000 | 70 | Commercial providers growing their pipeline. |
| Pro | NGN 200,000 | 140 | High-volume provider chains. |
Credits are spent to unlock the contact details of a request before you win the quote. Higher-volume plans include a larger monthly credit allowance. See Unlocking customer details.
To upgrade: click Change Plan, select the plan you want, and click Upgrade. You will be redirected to the payment gateway to complete the transaction. The upgrade takes effect once payment has been confirmed.
To downgrade or cancel: click Cancel Subscription and confirm. Your current plan remains active until the end of the billing period, after which the account moves to the Free plan. This is a scheduled change, meaning you will not lose access mid-period.
To undo a cancellation before the period ends: click Resume Subscription.
A warning is shown in the billing tab when a cancellation is pending, including the exact date access will end.
Payment account
Section titled “Payment account”To receive money when buyers pay for reserved quotes, link a bank account here:
- Select your settlement bank from the list of supported Nigerian banks.
- Enter your 10-digit account number.
- Click Link Payment Account.
Until a payment account is linked, buyers cannot complete payment for your quotes. To change an already-linked account, contact support@senergy.ng.
See also Getting paid and Setting up your account.