The organization setup wizard creates a new organization, lets you choose apps and plans for it, and then prepares the app workspaces while you wait. You go through it once right after signing up, and again every time you click Create organization.
Where to find it
- First organization: automatically after you create an account and verify your email.
- Additional organizations: Sidebar → Organizations → Create organization (top right), or the organization switcher → Create organization.
- URLs:
/portal/orgs/create→/portal/orgs/create/projects→/portal/orgs/create/checkout→/portal/orgs/create/provisioning/{organization}.
Who can use it
- A person who signed up on their own (workspace owner with an independent account).
- A Company account that a workspace owner gave the Create organizations control.
Others are sent back to the Organizations list with "You do not have permission to create organizations in this workspace…"
The steps at a glance
| Step | First-time sign-up (left panel) | Additional organization (step bar) |
|---|---|---|
| 1 | Create your account | — |
| 2 | Verify your email | — |
| 3 | Organization details | 1. Organization |
| 4 | Apps & plans | 2. Projects & Plans |
| 5 | Ready | 3. Review order |
| then | Setting up your workspace | Setting up your workspace |
During first-time sign-up the page has its own header with a theme toggle, a language menu and Log out, and shows the app tiles (SolaCount, SolaProjects, SolaHR, SolaStock).
Step 1 — Organization details
First-time sign-up shows Organization details — "Tell us a little about your organization to finish setting up Solavel."
| Section | Field | Required | Notes |
|---|---|---|---|
| Business information | Business name | Yes | Shown everywhere as the display name. |
| Legal name (optional) | No | Defaults to the business name. | |
| Country | Yes | Becomes the default registered-address country and drives app defaults (for example AED currency for the UAE). | |
| Organization type | No | Company (default), Individual, Non-profit, Government, Other. | |
| Registration number (optional) | No | Trade licence or TRN. | |
| Workspace name (optional) | No | Only when your workspace has no name yet. | |
| Contact | Organization email, Phone, Website | No | Phone is validated. |
| Registered address | Address line 1, Address line 2, City, State / Governorate, Postal code | No | |
| Physical address is the same as registered address | — | Ticked by default; untick to show Physical address. | |
| Logo | Upload organization logo | No | PNG, JPG, WebP, GIF or SVG · Maximum 2 MB. Change logo / Remove logo. |
Click Continue (shows Saving…). Optional details can be updated later. Errors are shown at the top and the first invalid field is focused.
For an additional organization the form is titled New organization with the panels Identity & branding, Contact Information, Registered Address and Physical Address; the fields are the same.
Your answers are kept as a draft, so if you leave and come back the wizard resumes where you were.
Step 2 — Choose your apps and plans
The page Choose your apps and plans — "Compare plans for each app. Included apps are added automatically." — shows one panel per app (SolaCount, SolaProjects, SolaHR, SolaStock) with Choose one plan.
- Click a plan in each app you want. Each option shows its name, price per billing cycle (with the original price struck through if discounted) and, if the plan bundles other apps, + SolaProjects etc.
- Plans already covered by another choice show Included in your bundle and Included, and cannot be selected separately.
- A plan that cannot be chosen is greyed out with the reason.
- Promotions show Offer ends {date}.
- The Your selection box lists billable choices (each with Remove) and Included at no extra cost.
- Click Review order →. Use Back to organization details to go back.
You must choose at least one plan ("Select a plan above to get started.").
Step 3 — Review order
The left panel lists each app and plan with its billing cycle and price, included apps, Original price, Discount and Due now, with Back to plans.
- Nothing due (free plans or full discount): the right panel shows Complete Setup — No automatic charge — Your selected plans will be activated for this organization. Click Complete Setup.
- Amount due: the online checkout appears. If online payment is not available you see "Online checkout is currently unavailable."; paid plans then go through an activation request handled by Solavel — see Subscriptions & billing.
If setup cannot start you see "We could not complete setup right now. Your details are saved. Please try again."
Step 4 — Setting up your workspace
After you complete setup, the Setting up your workspace screen tracks progress live:
- Preparing secure setup
- Creating your workspace
- Preparing your apps
- Applying plans and access
- Workspace ready
It shows Started, Elapsed time and Last checked, and the message "Keep this page open. We will take you to your workspace automatically." It checks every couple of seconds; if the connection drops it shows "Connection interrupted. Checking again…" and continues.
| State | What you see | What to do |
|---|---|---|
| In progress | Setting up your workspace | Wait. Closing the page does not stop setup. |
| Retriable failure | Setup needs attention — Setup was interrupted. Your data is safe. | Click Retry setup (limited to a few tries per minute). |
| Final failure | Setup needs administrator review. — Please contact support with this reference. | Send the Reference (for example ORG-118) to support. |
| Ready | Workspace ready — Opening your workspace… | You are taken on automatically. |
What happens when it is ready
- The new organization becomes your Current organization.
- You land on its Overview page (
/portal/orgs/{organization}). - Each chosen app is enabled with its plan; you are the Owner with Full access.
- Workspace Home shows the apps as Available to you with Open app.
Worked example
Fatima creates Al Noor Trading LLC: Country United Arab Emirates, type Company, registration number 100123456700003, email accounts@alnoor.ae, address Office 1204, Business Bay, Dubai. She chooses SolaCount Premium (which adds SolaProjects as included) and reviews: Due now 0.00 during a promotion. She clicks Complete Setup; after about a minute the stages complete and she lands on the organization overview with SolaCount and SolaProjects active.
Common problems
- Stuck on Preparing your apps. Leave the page open; if it turns into Setup needs attention, click Retry setup.
- A plan is greyed out. Read the reason on the option; some products are only sold within a bundle.
- Wrong country. Edit the organization afterwards and change the registered-address country; app defaults that were already created (such as base currency) may need changing inside the app.