A business in the IT Solver dashboard holds your services, billing details and team. Create your first business when you sign in for the first time, or add another business later from the account menu.
Before you start
- You need a dashboard login with a verified email address. See Create a dashboard login and sign in. If your email is not verified, the dashboard does not let you create a business.
- If your business is already an IT Solver customer, do not create it again. A second copy has separate billing and does not show your current services. Email support@itsolver.net or phone 07 3123 6000, and we will invite you to your business account.
- If someone invited you to their business, accept the invitation instead. See Accept an invitation or ask for a new one.
Create your first business
- Sign in at dashboard.itsolver.net. If you have no business yet, the dashboard shows Create your business. If you see an invitation instead, select Create a new business only if you need a different business (see If you have an open invitation). If you see Ask for account access, verify your email first.
- Select Create business.
- In Business details, type the Business name *. Use no more than 200 characters.
- Type the Billing and contact email *. Use the address that must get invoices and account messages.
- Optional: type the ABN, Contact name, Phone and the address (Address line 1, Address line 2, Suburb, State and Postcode). State starts as QLD. Change it if your business is in a different state.
- Select Create business.
- Wait until you see Business account created. The dashboard opens the home page of the new business.
You are the Owner of the new business. You can then add your billing details, a payment method and services, and invite your team. See Change your billing details and invoice recipients and Give a team member access to the dashboard.
Add another business
Add another business when you run a second company or trading entity. Each business has its own billing details, invoices and team.
Before the dashboard creates a second business, it asks for the code from your authenticator app. If you have no authenticator yet, it asks you to set one up. The details you typed are not saved. After you enter the code, select Add business again and type the details. See Set up an authenticator app for the dashboard.
- On a phone, first select the menu button at the top of the page to open the sidebar.
- In the sidebar, select your name at the bottom to open the account menu.
- Select Add business. If you do not see it, select All businesses, then select Add business.
- Do steps 3 to 7 in Create your first business.
The account menu shows Add business when no business is open, or when you are an Owner or IT manager of the business you have open. The All businesses page always shows it. Any person with a verified login can create a new business and becomes its Owner. If you are a Web designer or Billing only member of another business, create a business only for your own company. Do not create a copy of the business that invited you. If you need more access there, ask its Owner. For more about roles, see What each dashboard role can do.
To change between your businesses later, see Switch between businesses and set up a separate billing account. A billing account inside a business that shares its Microsoft 365 is a different thing, and that article explains it too.
If you have an open invitation
If a business invited you, the dashboard shows the invitation before you create a business:
- On the first page, it shows the business name, your role and Join account. Select Join account to join that business. Select Create a new business only if you need a different business.
- If more than one business invited you, the page lists each business with your role, and the button is Join accounts.
- On the Create business page, a warning names the business that invited you. Select Join account (or Join accounts) to join it, or continue only if your new business is a different business.
Examples
You signed up, but you are already an IT Solver customer
You made a dashboard login and the dashboard shows Create your business. IT Solver already looks after your email and website.
To fix it: do not select Create business. Email support@itsolver.net from the address you signed in with. We invite you to your existing business, with your current services and invoices.
You created a business by mistake
You selected Create business, but your business is already an IT Solver customer, or you created the same business twice.
To fix it: do not add services or a payment method to the new business. Email support@itsolver.net or phone 07 3123 6000 from the address you signed in with. Tell us the name of the business you created and the business you meant to use. We will help you sort it out.
You put a domain in your cart before you had a business
You put a domain in your cart, then signed in. The dashboard asks you to create a business first.
To fix it: do the steps in Create your first business. After Business account created., the dashboard takes you back to where you started: your domain cart, the domain search or the transfer page.
You start a second company
You have a business in the dashboard and you open a new company with a different ABN. Its invoices must go to a different email address.
To fix it: do the steps in Add another business. Type the new company's name, ABN and billing email.
The dashboard shows "Business creation is in progress. Wait, then try again."
You selected Create business twice, or the first try is still running.
To fix it: wait two minutes, then select Create business again with the same details. Do not change the details. The dashboard does not create a second copy of the business.
Still have a problem?
Questions? Email support@itsolver.net or phone 07 3123 6000.
Comments
0 comments
Please sign in to leave a comment.