Invite a team member

This guide walks through adding a colleague from start to finish: checking seats, sending the invitation with the right roles, their acceptance, setting their scope inside the app, and confirming it worked. Allow about five minutes.

Before you start

• You must be an Owner of the organization. Organization Managers can edit existing members but cannot invite.
• The organization's plan must have a free seat in each app you want to grant. Check the seat meters at the top of Team. SolaCount Free allows 1 user, Premium 10, Advanced 20.
• Decide, for each organization:
  • the organization role — usually Member; Organization Manager if they should run the team; Viewer for entry-only access
  • which apps they need, and the app role in each (see Application roles)

Step 1 — Open the invite form

1. Sign in at solavel.com and open the portal.
2. In the sidebar, click Team.
3. Click Invite a teammate (top-right).

Step 2 — Who you are inviting

1. Account type:
   • Independent account — for someone who has, or will create, their own Solavel login (Gmail, their own company email…). Enter their Email.
   • Company account — creates an address on your company domain, for example sara@alnoor.ae. Type the part before the @, pick the domain, and choose Account access (Company only, or Outsource for more than one organization).
2. When you leave the Email field, Solavel checks the address. If they already have an account you may see a short note under the field.

Step 3 — Organizations, apps and roles

1. Under Organizations, tick the organization(s).
2. For each one, choose the Organization role.
3. Tick each app and choose a role in Choose a role. Watch the Role guide on the right: it shows exactly what the role can and cannot do. For SolaCount the choices are Accountant (Member), Finance Manager, Finance Viewer and, since 10 October 2026, Sales and Purchasing for people who only prepare customer or supplier documents (see Sales and Purchasing roles).
4. Owners need no app roles. They get every app in the plan.

Step 4 — Review and send

1. Check the Review panel: one line per organization with the role and each app with its role.
2. Click Send invitation.
3. You land back on Team with "Invitation sent to s***@gmail.com!". The invitation is listed under Invitations as Pending (valid for 7 days).

If you see "This person is already an active member of …", don't invite them again. Click Edit on their row and change their access there.

Step 5 — Your colleague accepts

They receive "You've been invited to join your workspace" and click the button. Then they:

• sign in (existing account), or
• enter Your name and a Password (new account), or
• click Continue with Google (personal invitations).

They click Join organization and see You've joined Organization with each app marked Ready and Continue to App buttons. Details: Receiving an invitation.

You get a notification "Name joined Organization".

Step 6 — Set their scope (SolaStock and SolaHR only)

Scoped roles see nothing until you assign their area:

• SolaStock roles other than SolaStock Administrator → in SolaStock open Admin → Team access and assign warehouses.
• SolaHR HR Manager, Department Manager, Attendance Recorder, HR Viewer → in SolaHR open System → Team Access and assign departments or employees. The member appears there after opening SolaHR once.

SolaCount and SolaProjects Administrator roles work organization-wide. Projects Managers and Members see the projects they are added to in SolaProjects.

Step 7 — Check it worked

1. On Team, the person's row shows status Active, the organization role pill and one chip per app with the role.
2. On Current organization → Application Roles, their card shows Has access for each granted app.
3. Optionally ask them to open each app from Workspace Home.

Worked example

Al Noor Trading LLC is on SolaCount Advanced (20 users, SolaStock and SolaProjects included). Mariam invites Khalid, the new storekeeper:

She sends it. Khalid sets his password from the email and joins. Mariam opens SolaStock → Team access and assigns Jebel Ali. Khalid can now receive and ship in Jebel Ali and view the books read-only. The SolaStock seat meter goes from 3/20 to 4/20.

If something goes wrong

Related

• Team
• Application roles
• Receiving an invitation
• Billing & subscriptions