Workspaces

Invite your team

Create a team workspace, invite colleagues by email, and what accepting an invitation looks like.

Creating a team workspace and bringing your first colleague in takes a couple of minutes. You create the workspace, invite people by email, and they accept — from inside the app if they already use SolarLayout, or via a sign-up email if they don't.

Create a team workspace

Open the workspace switcher

In the sidebar's account area, open the workspace switcher and choose Create workspace. That opens the full-page Create a workspace screen.

Name it

Give the workspace a name your team will recognise — the company name, or the bid it's for. You can rename it later.

You're switched into the new workspace right away, as its owner. It starts empty: no projects and no uploaded hardware files, and it carries its own plan, separate from your personal workspace.

Invite people

From the Workspaces page (while the team workspace is active), open the Team section and choose Invite — it opens a dedicated invite page. (Only workspace admins can invite; for everyone else the button is disabled with the note "Only workspace admins can invite people.") There you can add up to 5 people at once — each row is an email plus a role picker (Member or Admin, defaulting to Member; see Roles & members). To bring in several colleagues quickly, paste a list of addresses and it fans them out across the rows. Send when the rows look right.

What the invitee sees depends on whether they already use SolarLayout:

  • Already on SolarLayout — the invitation appears right inside their app, as a banner on their dashboard the next time they're signed in. No email to dig out of a spam folder.
  • New to SolarLayout — they get an email with a sign-up link. Once they create their account, they're brought into your team.

Pending invitations are listed under the Team section's Invitations tab until they're accepted or declined — and an admin can Revoke one there if it went to the wrong address.

The full-page 'Invite team members to your workspace' experience — an email field with a Member/Admin role picker, an add-row button, and a Send invitations button.

Accepting an invitation

When you accept an invitation from the in-app banner, you're switched straight into the team workspace — its (for now, probably empty) projects list and its hardware library. You're in; start working. Your personal workspace is one switch away, untouched.

The in-app invitation banner across the top of the dashboard, saying you were invited to join a team as Member, with Decline and Accept buttons.

Declining — and changing your mind

Declining an invitation is fine, and it isn't final. The invitation disappears from your dashboard, and the team's admin can send you a fresh one any time — if a colleague declines by accident, just invite them again.

Common issues

  • "A pending invitation already exists for this email." That address already has an open invitation to this workspace. It's listed under the Team section's Invitations tab — revoke it there first if you want to re-send with a different role.
  • "… is already an active member of this organization." They're already in — check the members list.
  • The invitee can't find the email. If they already have a SolarLayout account, there is no email — the invitation is waiting as a banner on their dashboard; have them sign in at solarlayout.app.

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