Invite a team member to the dashboard – IT Solver Support

You can give your staff, your bookkeeper or your web designer their own sign-in to the IT Solver dashboard. Each person gets a role that controls what they can see and change, so you do not need to share your own sign-in.

Before you start

You must have the Owner or IT manager role for the business. Other roles do not see Account access in the account menu.
An owner can invite people in all roles. An IT manager can invite only Web designer and Billing only people.
You need the email address that the person will sign in with.

Choose a role

There are four roles:

Owner: full access, including who else has access.
IT manager: manages services, users, billing, domains and account settings. Can add, change and remove only Web designer and Billing only people.
Web designer: manages domains, DNS, websites, hosting and control panels.
Billing only: manages billing and Microsoft 365 licences.

Give each person the lowest role that lets them do their job. For the full list of what each role can and cannot do, see What each dashboard role can do.

Send an invitation

Sign in at dashboard.itsolver.net.
On a phone, select the menu button at the top of the screen to show the sidebar.
At the bottom of the sidebar, select your name or email address to open the account menu.
Select Account access.
Select Add delegate.
In Email address, type the email address of the person.
In Choose a role, select one role. To see what the role can do, select View access under it.
Select Send invitation.

The dashboard shows "Invitation sent to" and the email address. The person shows in People with access with the status Invitation pending and the date and time the invitation expires.

If the dashboard shows "The invitation was saved, but the email could not be sent. Use Resend invitation.", find the person in People with access. Select the three-dot button on their row, then select Resend invitation.

Limits

The invitation expires 14 days after you send it.
You can send up to 10 invitations in one hour.
If the person already has a pending invitation, a new invitation replaces it. The old link stops working, and the new role and the 14 days apply.
If you send the same role to the same address again within 60 seconds, the dashboard does not send a second email. It shows "An invitation was sent to" the address "a moment ago". To send the email again, use Resend invitation. See Change a role, remove access or resend an invitation.
You cannot invite your own email address or a person who already has access to the business.

What happens next

The person gets an email with the subject "Join (your business name) on IT Solver". The email tells them their role and the steps to join. They must sign in with the same email address that got the invitation. When they join, their status changes to Active. Send them Accept an invitation or ask for a new one if they need help.

To change a role, remove a person, or resend or cancel an invitation, see Change a role, remove access or resend an invitation. If a person loses the phone with their dashboard authenticator app, they must contact IT Solver. We check that it is them before we help. See Who can ask IT Solver for changes, and how we check it is you.

Examples

Your bookkeeper needs to pay invoices

Your bookkeeper asks you for your dashboard password so that they can download and pay invoices.

To fix it: do the steps in Send an invitation and select Billing only. The bookkeeper can manage billing and Microsoft 365 licences, but cannot manage your users, domains or website.

A web designer is building your new website

Your web designer needs to change DNS records and open the hosting control panel. You do not want them to see your invoices.

To fix it: invite them with the Web designer role. When the website is finished, remove their access. See Change a role, remove access or resend an invitation.

You selected the wrong role

You invited a new office manager as Billing only, but they also need to manage users. They have not joined yet.

To fix it: do the steps in Send an invitation again with the same email address and select IT manager. The new invitation replaces the old one. Ask them to use the newest email. Only an owner can send an IT manager invitation.

The dashboard says "This person already has access."

You try to invite a staff member, and the dashboard shows this message.

To fix it: the person already joined your business. Find them in People with access. To give them a different role, see Change a role, remove access or resend an invitation.

Still have a problem?

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