Performing Common Tasks on Airtable
It is generally considered dangerous to directly edit the Airtable and should always be done with caution. While some fields are harmless (such as the name of a user or a project group's address), the openness of Airtable means it's difficult to impose restrictions on the more important fields. A general rule of thumb: always read the description of a table and associated notes before editing.
Below are some guides on how to perform some common tasks on Airtable. This page should be kept up to date with new common tasks as they come up.
To promote a user to an admin user, edit the "Admin Of" property and set it to the user's project group. The Admin Of property must match their project group.
To promote a user to superadmin, check the "Is Superadmin?" checkbox in airtable on their user record. This will give them access to the superadmin dashboard.
You can switch a user's project group by simply changing their project group on their Owner record. Note: the shares they bought will generally be associated with whatever project group they are in. That record keeping is not kept separately, so this should be done with general caution. A user can not be part of multiple project groups, so if the need arises, we recommend you make separate accounts
If you ever need to create a user without having them buy shares, tell them to onboard up to the point where the app asks them to buy shares (after they've accepted the bylaws). Then, in Airtable, change the "Onboarding Step" Parameter to -1 and the "Number of shares" parameter to 0. This will complete their onboarding. If they refresh the page, they will be taken to their dashboard.
This method works because by the time they get to the payment step, all the requisite data has been saved except for "number of shares" and "is receiving dividends". Thus it is safe to progress them through the rest of onboarding
To create a subscriber user, have the user progress through onboarding up until the buy shares step. If they intend to buy shares, they may onboard normally, if they do not, follow the instructions above to bypass the share-buying portion.
Once the above is complete, switch the "owner types" column to either add "subscriber" or to replace "general" with "subscriber". Then add info for the following fields: "Solar Project", "Rate Schedule", "Meter ID", and "Subscriber Account Number". If they refresh the page, they should see their subscriber dashboard.
In order to send an announcement to all project groups, you must first create the announcement for one project group (or create it directly on Airtable), and then add all other project groups under the "Project Group" column. Unfortunately, the "Is Global?" boolean is not implemented as of right now
Announcements created using the admin dashboard only include a description. The rest of the details must be filled directly on Airtable.