What each dashboard role can do

Each person who signs in to the IT Solver dashboard has a role for your business. The role controls what the person can see and change. There are four roles: Owner, IT manager, Web designer and Billing only.

See the roles in the dashboard

You must be an owner or IT manager to open this page.

1. Sign in at dashboard.itsolver.net.
2. At the bottom of the sidebar, select your name.
3. Select Account access.
4. Select Add delegate.
5. In Choose a role, select View access under a role. The dashboard shows the full list of what that role can do. An IT manager sees only the Web designer and Billing only roles here. To see all four roles, use the list below.
6. To close the window without sending an invitation, select Cancel.

What each role can do

Owner

The dashboard describes this role as: "Full access to this account, including billing, settings, and delegates."

• Sees all product and service details.
• Manages billing, invoices and payment methods.
• Manages domains and DNS. Buys, renews, cancels and transfers domains.
• Shows domain transfer codes. Only an owner can do this.
• Manages websites, hosting and control panels.
• Buys and changes Microsoft 365 licences.
• Manages users and other services.
• Manages account settings and separate billing accounts under the business.
• Adds, changes and removes people in all four roles.

IT manager

The dashboard describes this role as: "Manage services and account settings, with limited delegate access."

• Can do the same tasks as an owner, with these exceptions.
• Cannot show domain transfer codes.
• Adds, changes and removes only Web designer and Billing only people. An IT manager cannot give or remove the Owner or IT manager role.

Web designer

The dashboard describes this role as: "Manage domains, DNS, websites, hosting, and control panels."

• Manages domains and DNS.
• Manages websites, hosting and control panels.
• Sees domain and hosting details only.
• Does not see Billing, Microsoft 365 or Google Workspace in the sidebar.
• Cannot buy, renew, cancel or transfer domains, and cannot show domain transfer codes.

Billing only

The dashboard describes this role as: "Manage billing and Microsoft 365 licences. View available product information."

• Manages billing, invoices and payment methods.
• Buys and changes Microsoft 365 licences. A licence change can change what you pay.
• Sees details of the services that your business has.
• Cannot add or remove users, change domains or DNS, or change account settings.
• Cannot invite other people.

Give each person the lowest role that lets them do their job.

Rules for all roles

• Role changes take effect immediately. The person does not need to sign out.
• You cannot change your own role or remove your own access.
• A business must always have an owner. Add another owner before you change the role of the last owner or remove them.
• If your business has separate billing accounts, an Owner or IT manager of the main business has the same role on each of those billing accounts. Web designer and Billing only do not carry down. To give those people access to a billing account, invite them to that billing account. See Switch between businesses and set up a separate billing account.
• Invitations expire 14 days after they are sent.
• No person in your business can reset the dashboard authenticator of another person. This applies to all roles, including Owner. If you lose your authenticator, contact IT Solver. We make sure that it is you before we help. See Who can ask IT Solver for changes, and how we check it is you.

IT Solver uses the same roles

When you email or phone IT Solver, we accept a request only if your dashboard role allows that action. Staff who do not have a dashboard role get help only with their own account and device. For more information, see Who can ask IT Solver for changes, and how we check it is you.

Examples

• Your accountant needs your invoices. Invite them as Billing only. They can download and pay invoices. They can also buy and change Microsoft 365 licences and see your active services. They cannot add or remove users, change domains or DNS, or invite other people. You cannot limit this role further. See Give a team member access to the dashboard.
• A web developer is rebuilding your website. Invite them as Web designer. They can change DNS and manage hosting. They cannot see your bills. If they need to move your domain to another registrar, an owner must get the domain transfer code. See Get your domain password to move a domain away.
• Your office manager adds and removes staff. Invite them as IT manager. Keep the Owner role for the people who own the business.
• A person cannot see a page that you can see. Their role does not include that page. An owner or IT manager can change their 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.