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 - it has two tabs. On Global, click Install on any service covered by your plan; installation is silent, no separate checkout. On Premium, click Subscribe on Knowledge Hub or Social Publishing to pay for just that service through its own Stripe Checkout - no plan required first.
Once installed, the service appears in the sidebar with its own pages and a Developers tab for API keys and webhooks. See Billing → Install & subscribe 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).
sk_live_… / pk_live_… on production deployments.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.