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Invite a Team Member

How to add a colleague, accountant, or contractor to your Solavel workspace so they can work in your organizations and apps.

Before you start

  • You need to be an Owner or Manager of the organization you are inviting them into.
  • Have their email address ready — it determines their account type (see below).

Step by step

  1. Sign in to Solavel. In the sidebar, open Team.
  2. Click to invite a new member. The Invite Team Member form opens ("Add someone to your organization. They will receive an invitation by email.").
  3. Full name (optional) — the recipient can set their own name when they accept.
  4. Account type — pick one of two options. Solavel auto-detects this as you type the email, and you can override it:
    • Company account — for employees using your company email. You control what they can do in the portal.
    • Independent account — for contractors, accountants, freelancers, or anyone using their own email (for example a Gmail address). They keep their own account; you only control their access inside your organization.
  5. Email address — for a Company account, the email must be on your company's domain; the form splits into name + your domain. For an Independent account, enter any email.
  6. Organizations — tick the organization(s) they should join (pre-selected if you only have one).
  7. Role — per organization, pick one:
    • Owner — manages everything in that organization.
    • Manager — manages team and apps/projects in that organization.
    • Member — uses the workspace.
  8. Workspace builder (Company accounts only, shown to users allowed to assign roles) — a single account-level toggle that lets this employee add new organizations to your workspace. Company employees don't have a workspace of their own — they belong to yours.
  9. Click Send invitation.

What the invitee receives

  1. They get an email with a secure link.
  2. They click the link and set their own password (there are no password fields on your side — invitees always choose their own).
  3. They join the selected organization(s) with the role you picked and land on the Workspace home, where they can open the apps they have access to.

You can resend or cancel a pending invitation from the Invitations page, reachable from the Team area. If the email doesn't arrive, ask them to check spam, then resend.

Common scenarios

  • "My new accountant only needs to work in our books." Independent account, role Member. Their app access inside SolaBooks follows from their organization role; for finer control, ask your workspace owner.
  • "My business partner is a co-owner." Company account, role Owner.
  • "A senior employee should be able to spin up new organizations." Company account, any role, with Workspace builder switched on.
  • "An external consultant for one project." Independent account, role Member; remove them from the organization when the engagement ends.

Removing a team member

Open Organization → Members, find the person, and remove them from the organization. They lose access immediately. Documents they created stay attributed to them — history is not rewritten.

If something is missing

If you can't see the Team page, the invite button, or the Workspace builder toggle, your own role doesn't include it — ask your workspace owner.

Related

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