PVcase Prospect initial setup

Welcome to PVcase, your all-in-one solution for early-stage renewable development.

This guide will walk you through your first steps with PVcase Prospect, covering:

• Set up your password for the first time
• Log in and launch PVcase Prospect
• Manage account and licenses
• Get help and support

Overview: The PVcase License Manager

To access PVcase Prospect (or any other PVcase tool), you must first log in to the PVcase License Manager.

The License Manager is your central portal for viewing and managing all your PVcase products and licenses. From the homepage, you can manage active licenses, update account settings, and access support resources like Help Center and Academy. 

Getting Started

Step 1: Reset your password

1. Go to the PVcase License Manager login page.
2. Click Reset password.
3. Enter the email address associated with your PVcase account and click Continue.
4. Check your inbox for the confirmation email and click Reset password.
5. Enter your new password (ensuring it meets security criteria), re-enter it to confirm, and click Change password.

Step 2: Log in and access PVcase Prospect

1. Return to the login screen by clicking Back to login.
2. Enter your email and new password to sign in.
3. Once logged in, click Go to Prospect from the main dashboard to launch your product.

If you have trouble logging in, please contact support@pvcase.com or reach us via live chat.

Managing your account settings

From the PVcase License Manager homepage, you can easily manage your personal profile.

1. Click on the Profile icon at the top-right corner of the page.
2. Select Account settings.

On the Account settings page, you can:

• View your personal information.
• Change your password
• Consent to tracking (after reading and accepting the terms & conditions).
• Log out of your account.

Changing password

To update your password from Account settings:

1. Select Change password.
2. Enter your new password, ensuring it meets the security criteria shown below the field.
3. Re-enter the new password to confirm.
4. Click Change password to save your changes.

Accessing Team and Licenses 

From the homepage, you can also access your Team and licenses:

1. Click on the profile icon at the top-right corner of the page.
2. Select Team and licenses to access.

Here you can view your organization’s active PVcase users, roles, and assigned products. The number in parentheses shows the total workspace users, with your account listed first for quick access.

In the Licenses column, hovering over each icon displays the PVcase product name.

Accessing support resources

You can easily access support resources and training materials directly from the PVcase License Manager platform. Since you are already signed in to License Manager, you will remain seamlessly logged into your account across these resources.

PVcase Help Center & Academy

To access learning materials or product documentation, click the Help button located next to your profile icon in the top navigation bar.

• Help Center: Browse step-by-step articles, guides, and troubleshooting documentation organized by product and category. Note: The Help Center is publicly accessible to all users.
• PVcase Academy: Access interactive learning modules and structured training courses. Active license holders can enroll in any relevant courses at no additional cost.

Live Support Chat

Click the chat icon in the bottom-right corner of your screen for instant, direct access to our customer support team, ensuring you get the fast and effective help you need.