Set up your organisation
After choosing Organisation during signup, you'll create your organisation workspace, upload your logo, add your profile photo, and land on the onboarding dashboard.
Create your organisation
You're prompted to create your first organisation
After choosing Organisation on the workspace selection screen, SOTRU takes you to the organisation creation prompt. This is where your business identity begins on SOTRU.
Enter your details and choose a plan
Fill in your organisation details:
Logo — upload your company logo or skip it for now. You can add it later from Settings, but contacts see your branding from the moment you connect.
Organisation name — enter your registered business name.
Country of registration — select the country where your organisation is incorporated.
Plan — choose between a free account, a 30-day free trial of the paid plan, or a paid subscription.
Business identity credentials and bank account credentials are currently only available to organisations incorporated in South Africa. If your organisation is registered elsewhere, you can still create an account and use SOTRU's secure channels and document features — you just won't be able to receive your own verified credentials until support for your country is added. However, you can verify the credentials of others on the platform.
Add your profile photo (or skip for now)
SOTRU then asks you to add a personal profile photo. This is separate from your organisation logo — it's the photo that represents you as a person across all of your workspaces.
You're on the organisation dashboard
Once setup is complete, you land on the organisation dashboard. A welcome modal shows your five onboarding tasks — everything you need to get fully up and running.
The five setup tasks
The welcome modal outlines what to do next:
- Verify your business — complete KYB to get your Business ID credential
- Invite a contact — connect with your first business contact
- Invite a team member — bring a colleague onto your organisation
- Complete your profile — add a description and contact details
- Learn more — links to this guide
You don't have to complete these in order, and you can dismiss the modal at any time. The tasks remain accessible from your dashboard.
Verifying your business first unlocks your Business ID credential. Without it, your organisation profile shows as unverified to contacts — which limits trust. Aim to complete this early. See Verify your business identity.