Solavel keeps access simple with two ideas that work together:
- Account type — how a person's Solavel account relates to your workspace: Company or Independent.
- Per-organization role — what they can do inside each organization: Owner, Manager or Member.
There is one extra workspace-level toggle, Workspace builder, which controls whether a Company member can create new organizations.
This page explains all three, plus the roles your customers and guests get.
Account types — Company vs Independent
Every team member in your workspace has one of exactly two account types. Solavel detects the right one automatically from the invitee's email domain when you invite them.
| Type | Whose account is it? | Typical example |
|---|---|---|
| Company | Your workspace owns it | An employee at name@acme.com |
| Independent | The person owns it themselves | A contractor at name@gmail.com, an external accountant at name@theirfirm.com |
- Company accounts can be granted the Workspace builder toggle and are managed as part of your team.
- Independent accounts stay under the person's own control. You only manage their role inside the organizations you've added them to — never their personal account.
See Account types for the full comparison.
Per-organization roles
Inside each organization, every member has one of three roles. Roles are set when you invite someone on the Team page, and can be changed later per organization.
Owner
- Manages everything in that organization: members, apps, settings and billing.
- Can invite and remove members and change their roles.
- The person who creates an organization becomes its Owner automatically.
Manager
- Runs day-to-day operations: manages the team and the organization's apps.
- Cannot change billing, subscriptions or organization-level settings — those stay with the Owner.
Member
- Uses the organization's apps and sees what they've been given access to.
- No management rights: cannot invite people, change roles or touch billing.
Note: "Viewer" is no longer an assignable role. Existing members keep working normally; new invitations choose from Owner, Manager or Member.
Roles are per organization. The same person can be an Owner in one organization and a Member in another — Solavel applies the right rights in each place automatically.
Workspace builder
Workspace builder is a single workspace-level toggle a workspace owner can switch on for a Company member. When it's on, that member can create new organizations under your workspace; when it's off, they work only inside the organizations they've been added to. Independent accounts never get this toggle.
See Workspace builder.
Roles inside the apps
Each app applies your organization role in its own way, and some apps (like SolaBooks) add finer-grained roles of their own — for example, who can post a journal entry or approve a purchase. Those roles are managed inside the app by its administrators. If a button or menu you expect is missing inside an app, ask your organization Owner — your access there may need adjusting.
Customer portal users
These are not Solavel users. They are your own customers, signing in to view the invoices and quotes you have sent them.
- Who: a customer you have invited to your customer portal. They sign in with a magic link sent to their email.
- Access: only their own invoices, payments, quotes and orders inside your organization. Nothing else.
See Customer portal.
Guest secure-link users
A "guest" is someone clicking a one-off link you sent them — usually a quote acceptance, a shared project view, or a secure document link.
- Who: anyone with the link. No login required.
- Access: only the single document or page the link points at. Links expire for safety.
Quick reference
| Who | Managed by | Can do |
|---|---|---|
| Workspace owner | — (they own the workspace) | Everything in the workspace: Workspace Settings, team, all organizations |
| Company member | Your workspace | Their organization roles; optionally Workspace builder |
| Independent member | Themselves | Only the roles you've given them in your organizations |
| Organization Owner | Workspace / themselves | Everything inside that one organization, including billing |
| Organization Manager | The org's Owner | Team and apps in that organization; no billing or settings |
| Organization Member | The org's Owner | Day-to-day use of that organization's apps |
| Customer portal user | You, from inside SolaBooks | Their own documents only |
| Guest secure link | You, per link | One document, until the link expires |
Common problems
- You can't see the Billing menu. Billing is visible to organization Owners. Ask the Owner if you need something changed.
- You can't create an organization. Either you're not a workspace owner and your Workspace builder toggle is off, or you're on an Independent account. Ask a workspace owner.
- Someone needs more access inside an app. App-level permissions are managed inside the app itself by its administrators — ask your organization Owner.