Invitations
Invitations are how people join Mirox and gain access to your organization and its resources. Three distinct invitation types cover three distinct scenarios — onboarding a brand-new customer, adding a teammate to your own organization, and sharing resources with a partner organization — so you can pick the right one for each collaboration.
Invitation Types Overview
| Invitation Type | New User | Existing User with Organization |
|---|---|---|
| Platform | Creates Organization, Portfolio | - |
| Organization | Joins existing Organization | Leaving own Org to join other Organization |
| Cooperation | Creates Organization; accesses shared resources | Accepts cooperation to share resources between two Organizations |
Platform Invitation
Platform invitations are the entry point for new customers to the Mirox platform.
Purpose
- Onboard new customers who will manage their own organizations
- Provide initial access to the Mirox platform
- Start the customer journey for asset owners
Who Can Send
- Mirox support team
- Mirox sales representatives
- Authorized system administrators
What Recipients Can Do
After accepting a platform invitation:
- Create a personal account on Mirox
- Create and manage their own organization
- Create their first portfolio to organize assets
- Add parks to the portfolio
- Invite their own team members
- Establish cooperations with other organizations
When to Use
Use platform invitations when:
- A new company wants to use Mirox for their renewable energy assets
- A potential customer has signed a contract and needs platform access
- You're onboarding a new asset owner who will manage their own resources
Organization Invitation
Organization invitations allow existing organizations to add new members to their team.
Purpose
- Expand your organization's user base
- Add team members with specific roles
- Delegate resource management to staff
Who Can Send
- Organization administrators
Recipient Roles
When inviting a new member, you assign one of these organization roles:
| Role | Description | Typical Use Case |
|---|---|---|
| Admin | Full organization management, including members, billing, and resource control | Business owners, account owners |
| Moderator | Resource management without full organizational control | Operations leads |
| Asset Manager (Technical) | Technical asset management — full park and component administration, including component and event deletion and full ticket handling | Technical asset managers |
| Asset Manager (Commercial) | Commercial asset management — park and portfolio management plus contract, billing, and reporting focus; cannot delete components or events, and can read and create tickets but not close them | Commercial asset managers |
| Member | Standard resource access based on assigned per-resource permissions | Staff members, analysts |
| External | Limited view-only access | Temporary collaborators, auditors |
Technical vs. Commercial Asset Managers
The two manager roles are siblings: Asset Manager (Technical) focuses on operations and field work, while Asset Manager (Commercial) focuses on contracts, billing, and reporting. Neither can assign the other's role, and only Admins and Moderators can grant a manager role at all.
The role you assign sets each member's baseline access. Admins can refine it further by granting individual park or portfolio permissions on top of the org role. See Permission System for the full role model.
What Recipients Can Do
After accepting an organization invitation:
- Access the organization's dashboard
- View and interact with resources based on their role
- Perform actions permitted by their assigned role
- Cannot create their own organization (they join the existing one)
When to Use
Use organization invitations when:
- Hiring new employees who need platform access
- Adding contractors to your team temporarily
- Granting access to consultants or advisors
- Expanding your internal user base
Restrictions
- Invited users become members of your organization
- They cannot access resources outside your organization (unless through cooperations)
- Their permissions are controlled by the organization administrators
- Account remains tied to the organization
Onboarding Steps
One Organization Per User
A user can only be a member of one organization at a time. If you already belong to an organization and receive an invitation to another, you must leave your current organization first to accept.
If you need access to resources from both organizations, ask them to set up a Cooperation instead.
Step 1: Accept the Invitation
- Click the invitation link in your email
- You'll be directed to the registration page with pre-filled organization information
Step 2: Create Your Account (New Users Only)
If you don't have an existing Mirox account:
- Complete the registration form with your personal details
- Set a secure password
- Verify your email address through the confirmation link
Step 3: Access Your Organization
After verification (or immediately for existing users), you're automatically added to the organization:
- You receive the role assigned by your administrator (Admin, Moderator, Asset Manager (Technical), Asset Manager (Commercial), Member, or External)
- Your permissions and resource access are configured by your organization
- Navigate to your dashboard to see available resources
Tips
Your organization administrator controls your access level. If you need additional permissions, contact your organization's admin.
Cooperation Invitation
Cooperation invitations enable resource sharing between organizations while maintaining clear ownership boundaries. Unlike organization invitations, cooperation invitations allow the recipient to create their own organization.
Purpose
- Share specific resources with external organizations
- Enable collaboration without merging organizations
- Provide controlled access to partners, investors, or service providers
- Allow the recipient to maintain their own organizational identity
Who Can Send
- Organization administrators of the resource-owning organization
Access Model
Administrator Access Only
Only administrators in the cooperating organization can access shared resources. Regular members, moderators, and guests of the partner organization cannot access cooperation resources.
This restriction ensures:
- Clear accountability for shared resource access
- Reduced risk of unauthorized data exposure
- Simplified permission management between organizations
Permission Levels
When establishing a cooperation, you define the maximum permission level for the shared resources:
Note: each level inherits the permissions of the level beneath it.
| Permission | Description | Typical Actions |
|---|---|---|
| Operator | Full operational access | Configure settings, manage components |
| Technical Manager | Technical management of the plant | Diagnostics, technical operations, monitoring |
| Asset Manager | Commercial-authority peer to the Technical Manager | Contracts, billing, and reporting tasks |
| Viewer | Read-only access | View data, generate reports |
| None | No access | Blocked from resource |
Permission Delegation
The partner organization can only delegate permissions equal to or lower than the shared level:
Example: If Organization A shares a park with Organization B at the Technical Manager level:
- Organization B admins can grant their members the Technical Manager permission
- They can also grant Viewer
- They cannot grant Operator permission (higher than the shared level)
What Recipients Can Do
For new users receiving a cooperation invitation:
- Create a personal account on the Mirox platform
- Create and manage their own organization
- Access shared resources from the cooperating organization
- Delegate permissions to their organization members (within cooperation limits)
For existing organizations receiving a cooperation invitation:
- Organization admins can accept the cooperation
- Access shared resources according to the cooperation agreement
- Delegate permissions to their members (within limits)
- Cannot modify ownership or core resource settings
- Access can be revoked at any time by the resource owner
When to Use
Use cooperation invitations when:
| Scenario | Example |
|---|---|
| Service Provider Access | Maintenance company needs monitoring access |
| Investor Reporting | Financial stakeholder needs performance data |
| Technical Support | External technicians need diagnostic access |
| Regulatory Compliance | Auditors need view access for verification |
| Asset Management | Third-party managers operate on your behalf |
Restrictions
- Partner organization admins only (not regular members)
- Cannot exceed the shared permission level
- Resource ownership remains with the original organization
- All actions are logged and auditable
- Access can be time-limited or revoked
Onboarding Steps (New User)
Step 1: Accept the Invitation
- Click the invitation link in your email
- You'll be directed to the registration page with information about the cooperation
Step 2: Create Your Account
- Complete the registration form with your personal details
- Set a secure password
- Verify your email address through the confirmation link
Step 3: Create Your Organization
After account creation, you'll need to set up your own organization:
- Enter your organization details:
- Organization name
- Contact information
- Business details
- You automatically become the organization administrator
Step 4: Access Shared Resources
Once your organization is created, the cooperation becomes active:
- You can access the resources shared by the partner organization
- Your access level is defined by the cooperation agreement
- Only administrators in your organization can access cooperation resources
Administrator Access Only
Cooperation resources are only accessible to organization administrators. If you need to grant access to your team members, you must delegate permissions within the limits set by the cooperation agreement.
For more details on cooperation permissions, see Cooperation Restrictions.
Onboarding Steps (Existing User with Organization)
If your organization receives a cooperation invitation:
- An administrator from your organization must accept the cooperation
- The cooperation is linked to your existing organization
- Shared resources become accessible to your organization's administrators
For more details on managing cooperations, see Cooperations.
Comparison Summary
| Aspect | Platform | Organization | Cooperation |
|---|---|---|---|
| Creates new organization | Yes | No | Yes |
| Creates portfolio | Yes | No | No |
| Joins existing organization | No | Yes | No |
| Resource ownership | Own | Shared within org | Own + access to shared |
| Permission source | Self-managed | Org admin assigned | Self-managed + cooperation agreement |
| User independence | High | Low | High |
| Typical recipient | New customers | Team members | External partners |
Important Limitations
One Organization Per User
A user can only be a member of one organization at a time. This means:
- You cannot join multiple organizations simultaneously
- You cannot switch between organizations without leaving your current one
- Organization invitations cannot be accepted if you're already a member of another organization
If you need to work with multiple organizations, use cooperations to share resources between them instead.
Best Practices
For Platform Invitations
- Reserve for genuine new customers who will own assets
- Ensure contract and onboarding preparation is complete
- Provide follow-up support for organization and portfolio setup
For Organization Invitations
- Assign the minimum role necessary for the user's function
- Review and update roles periodically
- Remove access promptly when no longer needed
For Cooperation Invitations
- Share at the lowest permission level that meets requirements
- Set expiration dates for temporary collaborations
- Regularly audit cooperation access and activities
- Document the purpose of each cooperation
Related Features
- Cooperations — set up and manage cross-organization resource sharing
- Permission System — the full organization-role and job-role model behind every invitation
- Cooperation Restrictions — how a shared permission level caps what a partner can delegate
- First Steps — onboarding checklist for a new organization