> ## Documentation Index
> Fetch the complete documentation index at: https://docs.z360.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup your organization - Free trial and subscription, Adding team members to your organization, Change organization identity

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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.

### **Start a Free Trial or Subscribe to Z360**

#### **Starting Your Free Trial**

1. **Create Your Account**\
   Visit[ ](https://beta.z360.biz)[<u>beta.z360.biz</u>](http://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.

#### **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**.

### **Adding Team Members to Your Organization**

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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.

### **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**.

### **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.

### **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.
