Invite Your Team to Solo
Solo is designed for collaboration. Inviting your team ensures everyone has access to the same powerful tools and information, helping you all stay aligned and work more efficiently. When your whole team can get instant, accurate answers, everyone saves time and can focus on their most important work.
How to Invite a Team Member
You can easily invite new members to join your workspace.
Navigate to Account Settings.
Select the Team tab from the menu.
Enter the email address of the person you want to invite in the Add team member field.
Choose a role for them from the dropdown menu (
RegularorAdmin).Click the Invite button.
An invitation email will be sent to them, and they will appear in your team member list with an Invited status until they sign up.
Understanding User Roles and Permissions
Solo offers two distinct roles to help you manage your team effectively: Admin and Regular. Each role has specific permissions that define what they can do within your workspace.
Capability | Admin | Regular |
Profile Management | ||
Update their own name and personal details | ✔️ | ✔️ |
Team Management | ||
Invite new team members | ✔️ | |
Change the roles of existing team members | ✔️ | |
Workspace Configuration | ||
Manage business name and settings | ✔️ | |
Configure response settings (e.g., voice, templates) | ✔️ | |
Integrations | ||
Connect and manage integrations (e.g., Slack, GitHub) | ✔️ | |
Billing & Payments | ||
Add or manage payment methods | ✔️ | |
Manage the subscription plan | ✔️ |
As shown in the table, Admins have full access to manage workspace settings, team members, integrations, and billing. Regular users can use all the features of Solo but cannot change these administrative settings.