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Account types — Company vs Independent

The two-type model

Every team member in your workspace belongs to one of exactly two account types. The type decides who owns their Solavel account, what workspace-wide capabilities they can ever have, and how much of their profile you can manage.

Type Owner of the account Workspace-wide capabilities Per-organization role Typical example
Company Your workspace Optional Workspace builder Yes An employee at name@acme.com
Independent The user themselves Never Yes A contractor at name@gmail.com, an external accountant at name@theirfirm.com

There is no third type. Everything reduces to one question: do you own their account, or do they?

When to choose Company

Pick Company when:

  • The user has an email at your company's domain
  • They're an employee — on payroll, part of your org chart
  • You want them able to receive Workspace builder rights
  • You want their account to live entirely inside your workspace

Effects of Company:

  • They show up on your Team page as a Company employee
  • Workspace owners can grant them the Workspace builder toggle (see Workspace builder)
  • You can manage their workspace-side details (such as display name) from the Team page

When to choose Independent

Pick Independent when:

  • The user has their own email at their own domain
  • They're a contractor, accountant, freelancer, partner, or external consultant
  • They might be working with other workspaces too — their account shouldn't be tied to yours

Effects of Independent:

  • They show up on your Team page as Independent
  • You cannot grant them Workspace builder or any other workspace-wide capability
  • Giving them a role in one of your organizations affects that organization only — their account stays their own
  • They can leave your workspace and join another without losing their account

What stays the same

Regardless of type, both share the same per-organization capabilities:

  • Per-organization role (Owner, Manager or Member) — same options for both
  • What each role can do (manage team, manage settings, manage billing) — driven by the role, identical for both
  • Project access inside organizations — controlled per project, same rules

So if you just want someone to "use SolaBooks in Org A as a Member", the type barely matters. Pick Company if you own their email domain, Independent if you don't.

How the type is set

  1. At invitation time. When you invite someone from the Team page, Solavel detects the type from the invitee's email domain: if it matches one of your workspace domains (see Workspace Settings), the invitation defaults to Company. You can review it before sending.
  2. It's locked after acceptance. Once the user accepts and creates their account, the type is fixed. You don't toggle it later.

What you can manage

On a Company user On an Independent user
Workspace builder toggle (Workspace builder is never available)
Role in any organization you own Role in any organization you own
Project access in any organization you own Project access in any organization you own
Display name (workspace-side) —

You can never manage an Independent user's:

  • Email or password (it's their account)
  • Display name on their personal account
  • Membership in other workspaces

See also

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