Switch between businesses and set up a separate billing account – IT Solver Support

If you look after more than one business in the IT Solver dashboard, you can switch between them from the top of the page. You can also add a separate billing account, so that another business gets its own invoices for its Microsoft 365 licences.

Switch to another business

Sign in at dashboard.itsolver.net. If you prefer not to click links, type dashboard.itsolver.net into your browser.
At the top of the page, select the name of the business you are in. The Switch business menu opens.
To find a business quickly, type part of its name in Find a business.
Select the business. Its Home page opens.

The business name at the top is a menu only when you have access to more than one business.

See all your businesses

Select your name at the bottom of the sidebar.
Select All businesses. The Choose a business page opens.
Select a business card.

Each card shows the business name, its domain and up to four of its IT Solver services. A card shows No public domain linked or No active IT Solver services when the business has none.

You can also open this page from the bottom of the Switch business menu.

Parent and child businesses

A child business is a separate billing account under a main business, called the parent business. A child business gets its own invoices and its own payment details. Use one when a related company, a trust or another entity must pay for its own Microsoft 365 licences.

In the Switch business menu, a child business shows "Under" and the name of its parent business.

The Home page of a child business shows one of these labels:

Separate billing · Shared Microsoft 365 tenant: the child business uses the same Microsoft 365 as the parent business. Billing and licence purchases stay in the child business. Microsoft 365 work for the whole organisation, such as users and settings, and domain work stay in the parent business. The sidebar shows Microsoft 365 licences for the child business. It also shows Microsoft 365 tenant if you have access to the parent business.
Separate billing · Separate Microsoft 365 tenant: the child business has its own billing and its own Microsoft 365.
Separate billing · Microsoft 365 setup incomplete: the billing account exists, but IT Solver must link its Microsoft 365 before licences or Microsoft 365 setup can continue. Until then, the sidebar does not show Microsoft 365 for this business.

Who can see a child business

An Owner or IT manager of the parent business gets the same access to each child business automatically.
A Web designer or Billing only member of the parent business does not get access to child businesses. To give them access, invite them to the child business. Refer to Give a team member access to the dashboard.
The person who creates a child business becomes an Owner of it.

For more about roles, refer to What each dashboard role can do.

Set up a separate billing account

Only an Owner or IT manager of the parent business can set up a separate billing account. The new billing account always goes under the parent business, even if you start from a child business.

A billing account with its own Microsoft 365

You can do this yourself only from the Microsoft 365 page of a business that has no Microsoft 365 connected to the dashboard. The Add Microsoft 365 tenant button does not show on a business that already has Microsoft 365 connected. Most parent businesses already have Microsoft 365 connected. If your business has Microsoft 365 connected, or the sidebar has no Microsoft 365 link, ask IT Solver to set up the billing account.

Before you start:

You must be an Owner or IT manager of the parent business.
You must sign in with your authenticator app. Refer to Set up an authenticator app for the dashboard.
You must be in a business of the group that has no Microsoft 365 connected to the dashboard.

To set it up:

Sign in at dashboard.itsolver.net.
Switch to a business of the group that has no Microsoft 365 connected.
In the sidebar, select Microsoft 365.
Select Add Microsoft 365 tenant.
In Business name, type the name of the business that will pay.
In Billing email, type the email address that gets the invoices.
If you have one, type the ABN of the business that will pay.
Check the contact and address fields. The dashboard copies them from the parent business. Change them if the new business is at a different address.
Select Create billing account.

If the form shows Billing setup is pending after you select Create billing account, select Retry billing setup. This does not make a second billing account.

When it works, the dashboard shows "Billing account created. Link its Microsoft 365 tenant when ready." and opens the Microsoft 365 page of the new business. That page shows Tenant not linked. IT Solver links the Microsoft 365 of the new business. Until IT Solver does this, you cannot set up Microsoft 365 or buy licences for it, and its Home page shows Separate billing · Microsoft 365 setup incomplete.

A billing account on the same Microsoft 365

Use this when another business must pay for some licences, but the staff stay in your current Microsoft 365. You cannot set this up in the dashboard. Ask IT Solver to set it up.

Tell IT Solver:

The name of the business that pays.
The email address that gets its invoices.
Its ABN, if it has one.
Its address, if it is not the same as yours.
Which Microsoft 365 the licences go on.

That Microsoft 365 must be connected to the dashboard first. Refer to Connect the dashboard to your Microsoft 365. When the billing account is ready, you can buy licences for it. For help with licences, refer to Buy, assign and reduce Microsoft 365 licences.

Examples

You cannot find your second business

You run two companies, but the dashboard opens only one. Select the business name at the top of the page and type the name of the other company in Find a business. If it is not in the list, you do not have access to it. Ask an Owner of that business to invite you.

Your bookkeeper cannot see the family trust

Your bookkeeper has Billing only access to your company. The family trust is a child business of your company, but the bookkeeper cannot see it. Billing only access does not carry down to child businesses. Switch to the trust and invite the bookkeeper to it.

A related company must pay for its own licences

Three staff work for a related company, but they use your Microsoft 365. The related company must get its own invoices. Ask IT Solver to set up a billing account on the same Microsoft 365. The related company then appears as a child business with Separate billing · Shared Microsoft 365 tenant.

A new business shows "Microsoft 365 setup incomplete"

You created a billing account with its own Microsoft 365. Its Home page shows Separate billing · Microsoft 365 setup incomplete. This is normal. IT Solver must link its Microsoft 365 first. If it stays like this, contact IT Solver.

Still have a problem?

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