Why this matters
Every panel belongs to a client account from the moment it is created. A panel built under your own installer account sits in the wrong place · the client cannot see it, it does not appear on their site, and correcting it afterwards is far harder than selecting the right client up front. Take ten seconds on this screen and the rest of the build lands where it should.
The trap · the Client field defaults to you
On the New Panel screen, the Client field starts on your own installer account · the entry marked You. If you fill in the panel name and tap Create Panel without changing it, the panel is created under your account, not the client's. This is the single most common way a panel ends up in the wrong place.
Creating the panel under the client
Tap New Panel and give the panel a clear name · for example "Main Distribution Board" or the board's label on site.
Tap the Client field to open Select a client.
Search for the client and select the entry marked Client · never the entry marked You. The client entry shows the company name and site address, for example "Company name · street address".
Check the Site field now shows the client's installation site. If the client has more than one site, pick the one where this panel will physically live · and if it only shows a default site, confirm with the client or Hybird that it is the right one before continuing.
Add any installation notes, then tap Create Panel.
The ten-second check before you tap Create Panel
Client shows the client's name · not your name, and not the entry marked You.
Site is the actual installation site.
Panel name matches how the board is labelled on site.
If the Client field shows you, stop and change it · a panel is always built for the client it will serve.
Already created it under your own account?
Contact Hybird support before going any further with the build. Support will help move the panel to the right client account · continuing the build first only makes the correction bigger.
Summary
The Client field defaults to you · change it every time. Select the entry marked Client, confirm the site, run the ten-second check, and only then tap Create Panel. If a panel has gone into the wrong account, stop and contact Hybird support straight away.
