How to Set Up NREL Design Approval

Once restrictions are set upon using the NREL data source in designs, users won’t be able to finance proposals until their NREL designs are approved. In order to set up the design approval process, you must decide which roles  can give approval, and also select a recipient for approval notifications (who will also be responsible for approving or rejecting a design). Follow the steps below to set up NREL design approval.

Step 1: From the main menu, click your organization’s profile and select “Settings”. 

Step 2: Go to the “NREL Settings” section and click the “Edit” icon to update the settings.

Step 3: Scroll down to the “NREL Approval Email Notifications” setting and enter the email address that should be notified in case design approval is required for a proposal.

Step 4: In the “NREL Approval Roles” section, select which roles can give approval for their NREL designs (if conditions apply).

Step 5: Click “Update” to save your settings.