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Illustrative image of solar panels and energy infrastructure
GRIDEX · ACCESS AND ORGANISATIONS

Organisations, invitations and rights

A clear path from the first invitation to the right permissions for each person and Site.

Who sends the invitation?​

The platform administrator invites the first administrator of a new organisation. Once accepted, that administrator can invite colleagues only within their organisation, selecting each person's role and permitted Sites.

If you already belong to an organisation, ask its administrator for an invitation. If you are the first person from a new organisation, contact the GrideX team.

Steps for the recipient​

01Open the email

Verify your address using the received link.

02Set a password

Do this only on the secure sign-in screen.

03Sign in

Use the organisation named in your invitation.

04Accept access

Open Profile and confirm the pending invitation.

Roles and Sites​

RoleScope
Platform administratorInvites the first administrator of a new organisation.
Organisation administratorManages people and permitted Sites within their own organisation.
ViewerReads authorised data.
OperatorPerforms authorised operational actions.
Energy managerWorks with authorised strategies and settings.
IntegratorWorks with authorised device settings.

Each customer organisation has a separate OpenRemote space. Site access is explicit: membership without a Site grant does not expose another customer's data. The current member invitation flow cannot delegate the organisation administrator role.

For administrators​

Use Customers & contracts → Users & invitations in the portal. A new organisation requires a name, unique short code and first administrator's email. Permissions activate only after acceptance and verification. First real customer delivery and acceptance have not yet been verified end to end; do not confuse a sent email with an activated organisation.

The photograph is illustrative, not a customer Site. Content last reviewed: 27 September 2026.

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