Set up your organization
The first settings to check after you create your ShiftCandy organization.
For organization managers· 1 min read· Updated Oct 15, 2026
Before you start
You need an account with owner or admin access to your organization.
Where organization settings live
Everything about how your organization works is under Settings in the sidebar.
| Section | What it's for |
|---|---|
| Organization | Your organization details, locations and defaults |
| Workspace | Choose Basic, Advanced or Custom, and which features your team sees |
| Brand & Presence | Logo, colours, domains and public presence |
| Workforce Setup | Roles, credentials, terminology and readiness rules |
| Team & Access | Who works in ShiftCandy and what they can do |
| Communications | Email, text messaging, WhatsApp and notifications |
Suggested order
- Open Settings → Organization and confirm your organization name, time zone and locations.
- Open Settings → Brand & Presence and add your logo.
- Open Settings → Workforce Setup and add the roles you staff (for example Brand Ambassador or Server).
- Open Settings → Team & Access and invite the people who manage work with you.
- Open Settings → Communications to check how messages reach your workers.
Tip
Basic mode keeps the sidebar short. You can switch to Advanced later in Settings → Workspace without losing data.
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