Reonic

Manage your Reonic user profile

Sign in, change your name and picture, switch your interface language, set your notification and CC preferences, log in to the app, and handle the everyday "this is my account" questions.

Your Reonic user profile is the per-person layer on top of your company's workspace. Your company's admin sets the brand, the prices, the templates, the integrations; your profile is what's about you: how you sign in, what language you see, which notifications reach you, what name and phone number appear on offers you send, and which calendar your day flows through. This page is the field guide for that personal layer.

Before you start

  • You have a Reonic user account. Accounts are created by your company's admin in Settings > Company settings > Users & Teams. If you can't sign in and no one has invited you yet, ask your admin to add you.
  • Your settings on this page are per-user, not per-company. Changing your language, notifications, or profile picture does not affect anyone else on your team.
  • A few capabilities (the company name, licenses, company-wide lead notifications, offer templates) are admin-only and live elsewhere in Settings. We point you to the right place when a question turns out to live on the company side.

Sign in to the Portal

Reonic is passwordless. You sign in with an email link, and the same email also carries a one-time code you can type instead.

  1. Open your workspace's Portal URL (your admin sends it in your welcome email).
  2. Enter your email address in the sign-in form.
  3. Click Send magic link (German: Magischen Link senden).
  4. Open the confirmation email in your inbox. The subject line includes "Sign in to Reonic," and it usually arrives within about 30 seconds.
  5. Either click Sign in now in the email, or type the one-time code from the same email into the sign-in screen. Both sign you in.

Use the link or code promptly after it arrives. If it stops working, request a new one from the sign-in screen.

Pro tip: Bookmark your Portal URL once you're in. As long as you don't actively log out, you stay signed in across browser restarts; a new sign-in email is only needed after a logout or a long idle period.
Note: If your workspace has single sign-on (SSO) enabled, the sign-in screen shows a Sign in with [your provider] button instead of, or alongside, the email field. Reonic supports OpenID Connect (OIDC); your admin configures it under Settings > Company settings > Integrations > OIDC Server.

Sign in from a different browser than your email

If you want to sign in on, say, Firefox but your email is open in Chrome, copy the sign-in link from the email and paste it into the address bar of the browser you want to use. The link is bound to your account, so it works in whichever browser you open it in.

When the sign-in email doesn't arrive

  1. Check spam / junk. First-time recipients sometimes see Reonic's emails filtered. Mark the message as not-spam to fix future delivery.
  2. Check the email address you typed. A typo here is the most common cause.
  3. Wait 60 seconds, then click Send magic link again. The resend produces a fresh link and code.
  4. Confirm with your admin that your account exists and is active.
  5. Contact Reonic support if the email truly isn't arriving.

Log out

  1. Click your name (or avatar) in the top-right of the Portal.
  2. Choose Logout.

You're signed out right away. Next visit, request a fresh sign-in email.

Note: Log out on shared devices (a colleague's machine, a tablet at the customer's house). On your own laptop, staying signed in is fine. The next sign-in is a 30-second email round-trip.

Log in to the Reonic Mobile App

The Reonic Mobile App uses the same identity as the Portal: same email, same user, no separate password. Install it from the App Store (iOS 15.5+) or Play Store (Android 6.0+) by searching "Reonic" and installing the official app. There are several sign-in paths; pick whichever fits the device in front of you.

Sign in with email or one-time code (default)

  1. Open the Reonic Mobile App. The first screen is the login screen.
  2. Enter your Reonic email.
  3. Tap Send. The app sends a magic link plus an 8-digit one-time code to your email (and by WhatsApp too, if your workspace has the WhatsApp assistant enabled with a verified number).
  4. Either open the email on your phone and tap the link to open the app and sign in, or type the 8-digit code (from the email or the WhatsApp message) into the app.

Sign in with SSO

If your account is tied to an identity provider (Okta, Google Workspace, Azure AD, and so on), entering your email on the login screen sends you to your provider's sign-in page in your phone's browser. Finish signing in there and you're returned to the app, signed in.

Sign in by QR code from the Portal

Useful when your email isn't set up on the device, or you want to skip the email round-trip and have a Portal session open on a nearby computer.

  1. On your laptop, in the Portal, click your name in the top-right and choose the app-login option (next to Logout). Reonic shows a QR code under the heading Scan to log in to the app.
  2. Open the Reonic Mobile App on your phone. On the login screen, tap Scan QR.
  3. The first time, grant the camera permission when prompted (if you deny it, the scan can't proceed; re-enable it in your phone's Settings).
  4. Point your phone's camera at the QR code on your laptop.
  5. The app signs you in as the same user, with the same session you'd get from a magic link.
Note: The QR code signs whoever scans it in as you, so don't show it to anyone else. If it stops working, reload the Portal page for a fresh one.
Pro tip: Opened the app-login page in your phone's own browser instead of on a laptop? The Portal shows an Open the app and login button instead of a QR to scan. Tap it and the Portal hands you straight into the app, no camera needed.

If you belong to multiple installer companies as the same person, after sign-in the app shows a workspace picker. Pick the company you're working under for this session. You can switch later via the app's Settings > Client picker.

Switch between workspaces

Some users belong to more than one Reonic workspace. For example, you're an account manager at one installer and an admin at a sister company, or you're a parent-company user with access to a subsidiary's workspace.

  1. Click your name (or avatar) in the top-right of the Portal.
  2. A workspace switcher dropdown shows every workspace you belong to.
  3. Pick the target workspace. The Portal reloads with the new workspace active.

Your role and permissions are workspace-specific: you might be Admin in one and Viewer in another. Whatever role you see in the menu is the role of the currently-active workspace.

Pro tip: On the Mobile App, the workspace picker lives in the app's settings: Settings > Client picker. Same idea: tap the target, the app reloads in that workspace.

Change your interface language

Reonic's interface is available in German, English, French, Spanish, Italian, Dutch, Polish, Portuguese (PT and PT-BR), Swedish, Romanian, and several more. The language setting is per-user; switching yours does not affect colleagues, and it applies immediately. It's not part of any profile Save.

  1. Open the language selector in the top navigation bar (top-right of the Portal).
  2. Pick your preferred language.

The interface re-renders in the new language right away. Your outbound emails (notification emails Reonic sends you, the daily digest) also switch to the new language based on the same setting.

When the change isn't immediate

If you don't see the new language right away:

  1. Reload the browser tab (Cmd/Ctrl-R, or the refresh button).
  2. If it's still not switching, sign out and back in.
  3. If specific UI strings are still in the old language, they may not be translated into your language yet. You can report missing strings to your account manager.
Note: Your interface language is a per-user setting; switching it affects only your own view, and you can change it for yourself anytime.

Change your name (and how it appears on offers)

The name on your user record appears on offer PDFs as the Bearbeiter (the processor / contact person for that offer), in your activity feed, in the workspace switcher, and on calendar invites you send.

  1. Open Settings > My User > Profile.
  2. Edit First name and Last name.
  3. Click Save.

Future offers, emails, and calendar invites you create show the new name. Existing offers keep the name that was on them when they were created, so a reissued PDF still matches the original.

Add a title or qualification to your name

To make "Dipl.-Ing. Maria Schmidt" or "Maria Schmidt, M.Sc." appear, put the title or qualification into your First name or Last name field directly (for example, first name Dr. Maria, last name Schmidt). That string is what appears on offers and emails.

Pro tip: If your title needs to appear on offer PDFs for regulatory reasons (Meisterbetrieb, certified planner, and so on), your admin can also add it to the offer template's signature block, a more durable place than the per-user name field. Talk to whoever owns your offer templates.

Change your email address

Your email is your sign-in identity, and it's fixed once your account is created. The Email field on your profile is read-only.

To move to a different address, use one of these:

  • Have an admin create a new user under the new email (Settings > Company settings > Users & Teams > + Add user), reassign your projects and Key Account ownership to the new account, then remove the old one. Your past activity stays attributed to the old account.
  • Contact Reonic support to change the address on your existing account. This keeps your projects, assignments, and history on the same record. Use this when keeping the same user matters.
Note: Because you can't change it yourself, pick your address carefully at sign-up and keep access to that inbox. Your email account is your Reonic sign-in (Reonic is passwordless).

Change your profile picture

  1. Open Settings > My User > Profile.
  2. Click Profile picture (or the avatar placeholder).
  3. Upload an image. Square works best, and JPG / PNG are accepted.
  4. Click Save.

Your avatar shows in the top-right of the Portal, in activity feeds, and on the Mobile App. Like your name, it changes going forward; old activity items keep their previous attribution.

Change your phone number (and the Bearbeiter phone on offers)

The phone number shown on offer PDFs as the Bearbeiter contact is your user-profile phone number. There's no separate "offer contact phone" field.

The personal settings that flow onto your offers are: First name / Last name (printed as the Bearbeiter), Phone (Bearbeiter contact), Email (sender identity and the address customers can reply to), and the CC me on requests and offers sent toggle (controls whether you receive a copy of customer-facing emails). Brand, legal texts, prices, document layout, and offer templates all live on the company side under Settings > Company settings.

  1. Open Settings > My User > Profile.
  2. Edit the Phone field.
  3. Click Save.

Future offers you issue show the new phone number; existing offer PDFs keep the phone that was on your record when the offer was created.

Configure your personal notification preferences

Reonic sends you emails for things that happen to you or your work: a new assignment, a customer opening your offer, a calendar invite, a task you own. You control which of these emails arrive.

  1. Open Settings > Organization > Notifications > Personal.
  2. Review the ten toggle flags. Toggle each on or off based on whether you want that email:
  • **Notify on user assignment** — You're personally assigned to a request, offer, or installation.
  • **Notify on team assignment** — A team you're in is assigned to a project.
  • **Notify on open tasks** — The daily digest of tasks still open.
  • **Notify on task completed** — A task you're tracking is marked done.
  • **Notify on task user assignment** — A task is assigned to you specifically.
  • **Notify on task team assignment** — A task is assigned to a team you're in.
  • **Notify on viewed digital offer** — The customer opened your digital offer.
  • **Notify on calendar event invitation** — You're invited to a calendar event in Reonic.
  • **Notify on checklist user assignment** — A checklist item is assigned to you.
  • **Notify on checklist team assignment** — A checklist item is assigned to a team you're in.
  1. CC me on requests and offers sent is a separate toggle. With it on, you receive a copy of every customer-facing email Reonic sends on your behalf (offer sent, signature link sent, request acknowledgement). Useful for confirming what the customer actually received.
  2. Remind me before calendar events — turn this on to get a reminder email ahead of your calendar appointments. Enabling it reveals a lead-time dropdown: choose 5, 10, 15, or 30 minutes; 1, 2, 4, or 8 hours; or 1 day, 2 days, or 1 week before the event (it defaults to 1 day before). It's the one notification where you pick when it arrives — every other flag here fires at the moment of the event.
  3. Overdue tasks only narrows the daily digest to overdue items, skipping the "due today" and "due this week" buckets. Good if your inbox is busy.
  4. Daily digest time picks the hour the digest is sent (for example, 07:00 or 08:00), in your workspace's timezone.
  5. Click Save. Changes take effect on the next digest or the next event (assignment, invite, and so on).
Pro tip: If a specific email is noisy, find the matching toggle in the table above and flip just that one. The defaults are sensible for most active roles, and turning everything off usually creates new problems (missed assignments, missed invites).

Push notifications on the Mobile App

The Reonic app has an Enable push notifications toggle. With it on, your device receives Reonic's broadcast announcements: one-off messages your Reonic account manager sends to a group of users (a maintenance window, a feature notice), shown in your app language and sometimes with a "tap to open" link into part of the app. For per-event alerts (an assignment, a status change, a comment), email is the channel today, so keep the notification toggles above set the way you want.

Subscribe to your Reonic calendar in an external tool

Pull your Reonic events into Apple Calendar, Google Calendar, Outlook, or any tool that supports .ics subscriptions.

  1. Open the Reonic calendar you want to subscribe to (typically your personal calendar or a shared team calendar).
  2. Click Subscribe (or Get .ics feed URL; wording varies).
  3. Copy the URL Reonic generates.
  4. Paste it into your external calendar tool:
    • Apple Calendar (Mac): File > New Calendar Subscription > paste URL.
    • Apple Calendar (iOS): Settings > Calendar > Accounts > Add Account > Other > Add Subscribed Calendar.
    • Google Calendar: "Other calendars" > "+ Add by URL" > paste.
    • Outlook desktop: File > Account Settings > Internet Calendars > New > paste.
    • Outlook web: Calendar > Add calendar > Subscribe from web > paste.
  5. Pick a refresh frequency if the tool offers one (hourly is a good default).
Note: This is a read-only subscription: your external tool shows Reonic events but doesn't edit them. For two-way sync between Reonic and Microsoft 365 or Google Workspace, your admin uses the calendar integration (Settings > Company settings > Integrations > Calendar and inboxes). The .ics feed is the lighter-weight alternative. Treat the URL like a password: anyone with it can read your events, so don't share it publicly.

Find the Reonic app version (and updates)

On the Mobile App:

  1. Open the app and tap Settings (or the menu icon).
  2. Scroll to the bottom. The version number is shown there (for example, App version 2.x.y).

Updates roll out two ways:

  • Content updates arrive automatically on app launch. You'll see a brief "updating" splash if a new update is staged.
  • Store updates (rare) go through the App Store / Play Store like any other app. Accept the store update when prompted.

Things to know

  • Reonic is passwordless by design. There's no "set a password" option, no "forgot password" flow. Sign-in is always a magic link or one-time code sent to your email (and, where configured, WhatsApp), a QR scan from the Portal (app only), or SSO. Your email-account security is your Reonic security, so use a strong password on your email account and turn on two-factor authentication with your email provider.
  • SSO works on both the Portal and the Mobile App. Reonic supports OpenID Connect (OIDC). Your admin configures SSO under Settings > Company settings > Integrations > OIDC Server (Discovery URL, Client ID, Client Secret from your identity provider such as Okta, Google Workspace, or Azure AD). On the Mobile App, entering an SSO-tied email sends you to your provider's sign-in page in the browser and back into the app.
  • One email, many workspaces. Your email maps to one Reonic identity that can belong to multiple installer companies. The workspace switcher (top-right) lets you flip between them, and the workspaces stay isolated: data, role, permissions, and billing are all per-workspace. For a parent-company / subsidiary structure that needs cross-workspace visibility, talk to your account manager.
  • Your historic actions stay attributed to you after you leave a workspace. Projects you owned, offers you sent, and tasks you closed keep your name on them. To leave a company entirely, an admin removes you from Settings > Company settings > Users & Teams; your Reonic identity stays active as long as you belong to any workspace. Account deletion is an admin action.
  • The Bearbeiter on an offer is the assigned Key Account Manager on the project (their name, email, and phone). If no KAM is assigned, the offer falls back to the user who sent it. To change which Bearbeiter the customer sees, change the assigned KAM on the project; the name, email, and phone come from that user's profile.
  • Your daily digest is sent in your workspace's timezone. If your team works across timezones and a per-user time would help, talk to your account manager.
  • For better email deliverability, your admin can configure a custom SMTP server (Settings > Company settings > Integrations > SMTP Mail Server) so customer-facing emails come from your own domain.
  • Some settings live on the company side, not your user. Your offer's "from" sender, the company name on the invoice footer, the legal terms, the Energy House link, license management, and company-wide lead notifications are configured by your admin under Settings > Company settings (for example, Settings > Company settings > Branding, Settings > Company settings > Licenses & Billing) and under Settings > Organization > Notifications > Company wide for company-wide notifications. Adding a new user is also an admin action in Settings > Company settings > Users & Teams.
  • Linking a partner installer is done with the External user option (not a separate role): your admin invites them and ticks External user, then assigns them per-project access. They sign in with their own email and see only the projects you've explicitly given them.
  • If self-service user management isn't available in your workspace, contact your Reonic account manager.

Need help?

  • Step-by-step questions about this flow → contact your Reonic account manager.
  • Feature requests / something missing → drop a note to your account manager.
  • Bug reports → include a screenshot and the URL where it happened in your support email.

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