SoftSolzDocs

Account & team

Everything that lives at the workspace level - members, roles, branding, regional defaults.

Workspaces

A workspace owns its data and billing. One person can belong to many workspaces. Select your name at the bottom of the sidebar to see your workspaces, switch between them, or press Create new workspace.

On the free plan you can own up to 3 workspaces; upgrade any one of them to create more. A new free workspace does not restart the trial: it ends on the same day as the earliest free workspace you own.

Each workspace has a paired Sandbox for safe testing. Same members, separate data, no real card charges or emails. Switch to it from the same menu with Switch to Sandbox mode.

Only the Super Admin can delete a workspace, from Workspace settings → Danger. We email you a code to confirm, and it cannot be undone.

Your account menu

Select your name at the bottom of the sidebar to open your account menu. From there you can:

Your profile, workspace settings, members, plan and help are in the Account and Support parts of the sidebar. Each one opens with its own tabs along the top, such as Profile → Sessions or Members & access → Roles.

Members & roles

Members & access → Members shows everyone in the workspace. Invite people from the Invites tab with Invite member. Invitations expire in 7 days. You can resend an invitation once a minute, and a workspace can send up to 100 invitation emails a day.

Each member, and each invite still waiting, uses one of your plan's seats. The Free plan has 1 seat, Basic 3, Growth 10 and Business 25.

Built-in roles:

Need finer control? Open Members & access → Roles and press New role to pick exactly which permissions it has. You can also Edit the permissions of a built-in role, but not rename or delete it. Nobody can give a role more than they hold themselves.

The workspace owner always keeps their role; nobody else can change it. Removing or deactivating a member, or changing their role, applies to the Sandbox straight away, and ends any AI app connections they made.

If an agency runs your workspace, its people are labelled Agency. You do not change their role here: choose what they can do on My Agency. See My Agency. Running an agency yourself? See the Agency portal.

Regional settings

Workspace settings → Region. Choose your Country, Timezone and when your Fiscal year starts, then save. The country sets your currency and how dates and numbers are written, and a preview shows exactly how they will look. Used throughout invoices, PDFs, emails and the dashboard.

Change country? Existing invoices keep their original currency; new invoices use the new default.

Custom branding

Workspace settings → Branding sets your logo and colours, on the Logo, Brand, Surfaces, Text and Buttons tabs. Applied to:

Text on your brand colour must be easy to read. If white text on your colour is not clear enough, we use dark text on it instead, and the Brand tab tells you so.

Name your assistant

The AI assistant sits at the top of the sidebar, under Dashboard. It answers questions about your workspace and can be pointed at one service or at everything you have.

On the Assistant tab of Workspace settings → Branding you can give it a name of your own - Aria, Nova, or whatever your team calls it. The name appears in the sidebar, on the chat screen, and the assistant uses it when it introduces itself. Leave it blank and it is simply called AI Assistant.

The assistant needs Knowledge Hub installed. Without it the sidebar entry is hidden.

Audit log

Members & access → Audit. Every change is recorded: who did what, when, and to which record. Entries can never be edited. By default the Super Admin and Manager roles can see the log.

The Super Admin can delete entries. Security events are always kept, such as members, roles, API keys, sign-ins, passwords, invitations and plan changes, and the deletion itself is recorded.

Security

Emails from SoftSolz

Besides account and security emails, SoftSolz sends the owner of a workspace the odd helpful email: a tip to get started, a nudge when a service is half set up, and a heads-up before the free trial ends. Other members never get these. You get one at a time, a few days apart, and nothing when there is nothing useful to say.

Product news and offers only go to people who said yes: by leaving Don't send me product tips unticked when signing up, or by switching tips on later.

To stop tips and product news:

Account and security emails, such as invitations, receipts and the notice before your trial ends, still arrive. To stop almost every email, untick Email notifications in Profile → Notifications.