Workspace setup¶
A workspace (organization) holds all of your members, accounts, sessions and billing. The setup wizard appears automatically the first time you sign in without any organization. You can also create another one at any time from Settings → Organization → New Organization.
Step 1: Workspace details¶
| Setting | Notes |
|---|---|
| Business / facility name | Shown in the top bar and on statements |
| Primary currency | Symbol used across balances, packages and statements (ZAR, USD, EUR, GBP and more) |
| Operational time zone | Defaults to South Africa Standard Time when available |
| Workspace subdomain | Your workspace address, for example mypool.southdune.com |
About the subdomain¶
- It is generated from your business name. You can edit it.
- Lowercase letters, numbers and hyphens only.
- South Dune checks availability as you type.
- It is permanent. It cannot be changed after the workspace is created, so check it carefully.
Step 2: Plans & packages¶
Add at least one package. You can add more later under Settings → Organization → Manage.
A Standard Monthly Plan (R450, recurring monthly) is pre-filled as a starting point. Edit or delete it as needed.
Recurring packages need a trigger day
Enter a Trigger Day of Month (1-31) on recurring packages. Without it, no automatic monthly charge is created. Days beyond the end of a short month are clamped (day 31 bills on the 28th, 29th or 30th where needed).
Read Packages & billing before choosing billing models.
Step 3: Review & create¶
Review the details and choose Create Workspace. South Dune will:
- create your organization,
- apply your regional settings,
- make you the Owner,
- create your initial packages.
You are then taken to your workspace at its own address.
Working with more than one organization¶
If you belong to several organizations, the top-bar organization menu has Change Organization. Each organization has its own address, members, packages and billing.
After setup¶
- Fill in Statement Details so statements show your address and banking details: Organization settings & team.
- Invite your team.
- Add or import members: Managing members.