This article describes the process of self-onboarding in a chronological sequence.

1. After you have received the activation email, you can activate your account by clicking on the activation link in the email.

2. Once the account is activated, you can create the first site in the portal. Navigate in the menu on the left to Portfolio > Dashboard. In the portfolio dashboard, click on “Create site“. (see image).

You can find a detailed description with a video here.

1. In order to connect your PV site with the portal, a data source needs to be created.
Navigate to the site for which a new data source should be added.

Navigate in the menu on the left to Configuration > Datasources (see image).

You can find a detailed description with a video here.

1. To  establish a connection to the portal, a data transfer needs to be set up. Instructions for your hardware can be found here.

After completing the 4 onboarding steps, your PV system is live.
To allow more people to access your portfolio, you can add users. You can find a detailed description with a video here.