Help centerOrganization
09

Organization

Manage profile, brand, and team

Keep customer identity and access separate from the Softworld platform owner account.

What this does

Every customer organization owns its settings, media, screens, members, and plan limits.

Step by step

1

Complete the profile

Add the customer contact email, website, logo, compact workspace icon, colors, and time zone.

2

Invite staff

Open Team, enter the employee email, choose an appropriate role, and send the secure invitation.

3

Review plan usage

Settings shows storage and screen limits. Billing changes remain disabled until paid plans launch.