Change or remove a person's access to the dashboard

You can change what a team member can do in the IT Solver dashboard, or remove their access to your business. You can also send an invitation again, or cancel it, before the person joins.

Before you start

• You must be an owner or IT manager of your business in the dashboard. Other roles do not see Account access.
• An owner can change and remove people in all four roles: Owner, IT manager, Web designer and Billing only.
• An IT manager can change and remove only Web designer and Billing only people. An IT manager cannot give the Owner or IT manager role.
• You cannot change your own role or remove your own access. Ask another owner to do it.
• A business must always have one owner. You cannot remove the last owner or change the role of the last owner.

For what each role can do, see What each dashboard role can do.

Open Account access

1. Sign in at dashboard.itsolver.net.
2. At the bottom of the sidebar, select your name.
3. If you manage more than one business, select All businesses, then select the business. Then select your name again.
4. Select Account access.

The People with access list shows each person, their role and their status. The status is Active, Invitation pending or Invitation expired. If a row has no role list and no actions button (three dots), you cannot change that person.

Change a role

1. In People with access, find the person.
2. In the role list on their row, select the new role.
3. Select Save role.

The dashboard shows Account role updated. The change takes effect immediately.

Remove a person

1. In People with access, find the person.
2. On their row, select the actions button (three dots).
3. Select Remove access.
4. Confirm the message from your browser.

The dashboard shows Account access removed. The person can no longer open your business in the dashboard, unless they are an owner or IT manager of a linked parent business. People with access through a parent business do not show in your list. To remove that access, remove them from the parent business, or ask IT Solver. Their dashboard sign-in stays, so they can still open other businesses that gave them access.

Removing access does not remove their email account

Removing dashboard access does not delete, block or change the person's Microsoft 365 or Google Workspace account. They can still sign in to their email and files. When a staff member leaves your business, also do the steps in one of these articles:

• When a staff member leaves: offboard them in Microsoft 365
• When a staff member leaves: remove them from Google Workspace

Resend an invitation

Use this when the invitation email did not arrive, or the invitation has expired.

If the person asked IT Solver for a new invitation, IT Solver handles that request. You can still resend it yourself with the steps below.

1. In People with access, find the invitation row.
2. Select the actions button (three dots).
3. Select Resend invitation.

The dashboard shows Invitation sent again. The person gets a new email with a new link. The link in the old email stops working. The new invitation expires 14 days after you send it. You can resend up to 10 times in one hour.

If the dashboard shows The new invitation was saved, but the email could not be sent., select Resend invitation again. If it fails again, contact IT Solver.

To find out how the person asks for a new invitation, see Accept an invitation or ask for a new one.

Cancel an invitation

Use this when you sent the invitation to the wrong address, or the person no longer needs access.

1. In People with access, find the invitation row.
2. Select the actions button (three dots).
3. Select Cancel invitation.
4. Confirm the message from your browser.

The dashboard shows Invitation cancelled. The link in the email stops working, and you cannot resend it. To invite the person again, do the steps in Give a team member access to the dashboard.

If a person lost their authenticator

You cannot reset another person's dashboard authenticator from Account access. The person contacts IT Solver, and 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 web designer finished your new website

Your web designer still has the Web designer role, but the project is done.

To fix it: do the steps in Remove a person. If they need access again later, send a new invitation.

A staff member left your business

An office manager left last week. They had the IT manager role and a Microsoft 365 mailbox.

To fix it: an owner does the steps in Remove a person. Then offboard their mailbox in When a staff member leaves: offboard them in Microsoft 365. Removing dashboard access alone does not stop them reading email.

You sent an invitation to the wrong address

You typed the email address of your bookkeeper wrong. The row shows Invitation pending with the wrong address.

To fix it: do the steps in Cancel an invitation. Then invite the correct address in Give a team member access to the dashboard.

You want to hand the business to a new owner

You are the only owner, and you are selling the business. The role list on your own row does not show.

To fix it: invite the new owner with the Owner role. When they join, ask them to change your role or remove your access. You cannot do this to yourself.

Changing dashboard roles does not change who IT Solver bills, the card on file, or your business details. Contact IT Solver to move these to the new owner.

Still have a problem?

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