Start with IT Solver: your first steps in the dashboard

You manage your IT Solver services in the dashboard at dashboard.itsolver.net. This article gives the order of the first steps: create a login, get access to your business, set up billing, then order services.

Before you start

• If your business is already an IT Solver customer, do not create a new business. Email support@itsolver.net or phone 07 3123 6000, and we invite you to your existing business account.
• If a colleague already uses the dashboard for your business, ask an Owner or IT manager of the business to invite you.
• Use an email address that you can open now. If you sign up with an email and password, the dashboard sends a verification email to it.
• Keep an authenticator app on your phone. Before you manage services, users or domains, the dashboard asks you to set up an authenticator. Billing and your first domain checkout do not need it. Read Set up an authenticator app for the dashboard.

Step 1: Create your dashboard login

1. Go to dashboard.itsolver.net. You can type the address into your browser instead of clicking a link.
2. Select Create account, or select Continue with Google if your email is a Google account.
3. Enter your Email and a Password of 8 or more characters, then select Create account.
4. Open the verification email and verify your address.
5. Go back to the dashboard and sign in again.

Steps 3 to 5 apply only to an email-and-password login. If you select Continue with Google, the dashboard signs you in straight away.

A login alone does not give access to a business. Do step 2 next. For more help, read Create a dashboard login and sign in.

Step 2: Create your business or join one

After you sign in, the dashboard shows one of these pages.

Create your business

Do this only if your business is new to IT Solver.

1. On the Create your business page, select Create business.
2. Enter the Business name * and the Billing and contact email *. These two fields are mandatory.
3. Enter the ABN, Contact name, Phone and address if you have them.
4. Select Create business.

You become the Owner of the new business. IT Solver gets a note about the new business. For more help, read Create your business or add another one.

Join your business from an invitation

1. Open the invitation email and select its link. You can also go to dashboard.itsolver.net.
2. Sign in with the exact email address that got the invitation.
3. The page shows the business name and your role. Select Join account.

An invitation lasts 14 days. If it expired, select Request a new invitation. IT Solver reviews the request. For more help, read Accept an invitation or ask for a new one.

Step 3: Add billing details and a payment method

You must be an Owner, IT manager or Billing only user to do this step.

1. In the sidebar, select Billing.
2. In Billing details, select Edit. Check the business name, ABN, billing contact, billing email and billing address. These fields are mandatory: business name, billing contact first and last name, billing email, and billing address (street, suburb, state and postcode). If you enter an ABN, it must have 11 digits. Select Save billing details.
3. In Wallet, choose how you pay:
   • To pay by card, select Add or update card and add the card. Then select the card and select Save payment method.
   • To pay by bank transfer, select Bank transfer, then select Save payment method.
4. Read the confirmation message and confirm it.

If you save a card, IT Solver can charge any open invoices to it straight away.

The payment method applies to all your current and future subscriptions. A card on file is charged automatically on the invoice date. Invoices are due 7 days after the invoice date.

The IT Solver bank details for a transfer show in Billing > Wallet after you select Bank transfer and save it. Use the invoice number as the payment reference. If you have not seen these bank details before, please verify them by calling 07 3123 6000 and choosing menu 1.

For more help, read Change your billing details and invoice recipients, Pay an invoice and manage your card on file and When invoices are due and what happens if you pay late.

Step 4: Order your services

You must be an Owner or IT manager to order services. Order your domain first, because business email needs a domain.

• Domain: On the Home page, type a name in Find a new domain, then select Check availability. Read Find and buy a domain. If you already have a domain with another provider, read Transfer your domain to IT Solver or Use IT Solver DNS and keep your current registrar.
• Email: Select Domains, then select Set up business email next to your domain. Choose Microsoft 365 or Google Workspace. Read Set up business email on your domain. If you already have email with another provider, read Move your email to IT Solver: what moves and what you do.
• Support plan: In the sidebar, select Tech Support and choose a plan. To compare the plans, read Essential and Premium support plans: what is included. For one problem without a plan, select Book one-time support.
• Phone, internet or backup: Select Business Phone, Internet or Backup in the sidebar and send a purchase request. Read Order business phone, internet or backup services.
• Other work: For setup work, migrations, hardware or a project, ask for a quote. Read Ask IT Solver for a quote.

Support plans do not include onboarding. If you want IT Solver to set up your staff or devices for you, ask for a quote. If you want IT Solver to set up Microsoft 365 or move your mailboxes for you, ask for a quote. Read Set up business email on your domain.

Step 5: Give your team access

When your services are ready, invite the people who help run your business. You must be an Owner or IT manager to invite people. For example, invite your bookkeeper as Billing only and your web designer as Web designer. Read Give a team member access to the dashboard and What each dashboard role can do.

Examples

You signed up, but the dashboard asks you to create a business

Your business already gets invoices from IT Solver. You created a login, and the dashboard shows Create your business.

To fix it: do not create a business. Email support@itsolver.net or phone 07 3123 6000. We invite you to your existing business. Then sign in with the invited address and select Join account.

You are a new business with no domain and no email

You want a website address and business email.

To fix it: do steps 1 to 3. Then find and buy your domain from the Home page. When the domain shows in Domains, select Set up business email.

Your bookkeeper must pay the invoices

You set up the business, but your bookkeeper pays the bills.

To fix it: invite your bookkeeper with the Billing only role. Your bookkeeper can then see invoices and change the payment method. They cannot manage domains, websites or team access.

You want IT Solver to move everything for you

You have a domain, email and computers with another IT provider. You want IT Solver to take over.

To fix it: do steps 1 to 3. Then ask for a quote and list what you have now. We reply with a quote. The work starts when you accept it.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.