Getting started

Five steps to a working SoftSolz workspace with your first service installed.

1. Sign up

Create an account at softsolz.uk. We email a verification link - click it before logging in. Optionally sign in with Google or Microsoft.

2. Set up your workspace

A workspace is where your data lives. Solo users get one automatically. To customise it:

• Organization settings → business name, country, currency, locale, fiscal year.
• Custom branding → primary colour and logo. Applied to dashboard, embeds, PDFs, emails.

3. Install a service

Open Marketplace in the sidebar - every service is included with your plan. Click Install on any service, Knowledge Hub and Social Publishing included; installation is silent, with no separate checkout.

Once installed, the service appears in the sidebar with its own pages and a Developers tab for API keys and webhooks. See Billing → Install a service for the full picture.

4. Sandbox vs live

Every workspace has a paired sandbox for testing. Sandbox has its own data, keys (sk_test_…, pk_test_…), and skips real Stripe / email side-effects.

Switch between live and sandbox from the workspace popover (top-right).

5. Invite your team

Team Management → Invitations. Pick a role (super_admin, admin, manager, user) and send. Invites expire in 7 days.

• Roles are per-workspace. The same person can hold different roles in different workspaces.
• Custom roles + per-permission grants live in Team Management → Roles.

Next steps