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Overview

Setting up your organization in Z360 is easy and straightforward. This guide walks you through starting a free trial, managing your subscription, adding team members, and customizing your organization’s identity. By the end of this tutorial, you’ll be ready to manage your Z360 organization with ease.

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Start a Free Trial or Subscribe to Z360

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Starting Your Free Trial

  1. Create Your Account
    Visit beta.z360.biz and sign up by either filling in your details and clicking Create Account or by using Google OAuth for a quicker sign-up.
  2. Choose Your Plan
    After signing up, you will be prompted to either start a Free Trial or subscribe to a monthly recurring plan.
  3. Start Your Free Trial
    Click Try Pro for Free to begin your 14-day free trial with full access to Z360 Pro features.
  4. Enter Payment Information
    You will be redirected to the Stripe checkout page to enter your payment details. You can pay via credit/debit card or use Cash App Pay if available.
  5. Enter Promo Code (Optional)
    If you have a promo code, you can enter it for additional discounts by clicking Add Promotion Code before proceeding.
  6. Complete the Transaction
    Fill in your card details and ensure the card is valid for smoother transaction processing. Once done, click Subscribe to activate your free trial.

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Subscribing to a Monthly Plan

  1. Click Subscribe Now
    If you decide to skip the trial and directly subscribe, click Subscribe Now on the payment page.
  2. Complete Payment
    Enter your payment information and, if applicable, use a promo code before confirming your subscription by clicking Subscribe.

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Adding Team Members to Your Organization

Once your subscription is active, you can start adding team members to your organization.
  1. Go to Settings
    Navigate to Settings → Team & Security to manage team members and roles.
  2. Click on Team and Security
    Click Team & Security to proceed to the next section for managing team members.
  3. Invite New Team Members
    • Click Invite New Member and enter the email address of the person you want to invite.
    • Choose their role (Owner, Admin, or Member).
    • Click Send Invitation to send an invite to the team member.
  4. Manage Existing Team Members
    You can also view, edit, or remove members from your organization by clicking Edit Role next to their name.

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Changing Your Organization’s Identity

As an organization owner, you can customize your organization’s identity, including the name and logo.
  1. Go to Team & Security
    In the Settings section, go to Team & Security.
  2. Edit Organization Name and Logo
    In the Team & Security section, you’ll find options to edit your organization’s name and upload a new logo. Make the necessary changes and click Save.

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Roles and Permissions

Z360 offers three main roles that can be assigned to team members:
  • Owner: Full access, including billing and team management.
  • Admin: Can manage everything except billing.
  • Member: Has access only to their assigned tasks and items they’ve created.

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Tips

  • Role Assignment: Be mindful when assigning roles. Owners have full access to everything, so it’s important to limit this to trusted individuals.
  • Team Invitations: Always check the Invitations section to manage pending invites. You can edit or cancel invitations before they’re accepted.
  • Trial Period: Make the most of your 14-day Free Trial by exploring all features and testing the platform with your team before transitioning to a paid plan.
  • Logo Customization: Customize your organization’s logo to make your brand stand out, especially when your team or clients interact with your Z360 workspace.