Inviting Team Members
Inviting Team Members
Solido lets you invite team members to your workspace so that multiple people in your organisation can monitor receivables, review emails, and manage collections. Each team member is assigned a role that determines what they can see and do within the workspace.
Roles and Permissions
There are three roles available in Solido. Choose the role that best matches the level of access each team member needs:
| Permission | Owner | Administrator | Viewer |
|---|---|---|---|
| View dashboard, invoices, and contacts | Yes | Yes | Yes |
| Send and manage emails | Yes | Yes | Yes |
| Configure settings and integrations | Yes | Yes | No |
| Manage team members | Yes | Yes | No |
| Manage billing and subscription | Yes | No | No |
The Owner role has full access to everything including billing and team management. There is one Owner per workspace, typically the person who created it. Administrators can do everything except manage billing. Viewers can see the dashboard, invoices, and contacts, and can send emails, but cannot change settings or manage billing.
How to Invite a Team Member
- Navigate to Settings → Team.
- Click the Invite button.
- Enter the team member's email address.
- Select the role you want to assign (Administrator or Viewer).
- Click Send to dispatch the invitation.
The invited person will receive an email with a link to accept the invitation. If they already have a Solido account, they will see the workspace added to their workspace list. If they are new to Solido, they will be guided through creating an account before joining the workspace.
Managing Pending Invitations
The Team page shows both active members and pending invitations. Pending invitations are displayed until the invitee accepts or the invitation is cancelled. If an invitation has not been accepted after some time, you can resend it or remove it and send a new one.
Changing Roles and Removing Members
To change a team member's role, go to Settings → Team, find the member, and select a new role from the dropdown. The change takes effect immediately. To remove a member from the workspace, click the remove button next to their name and confirm. Removed members will lose access to the workspace immediately but their past activity and email history is preserved.
Connecting Team Mailboxes
Each team member can connect their own email mailbox to the workspace. This allows reminder emails to be sent from different team members' addresses depending on how your reminder rules are configured. For example, initial reminders might come from your accounts team while escalated reminders come from a senior manager. Team members connect their mailbox from Settings → Email Mailboxes, and once connected, their mailbox can be selected when configuring reminder rules.
