Penbox is a collaborative platform designed to help teams work together on document management and information collection within a shared workspace. Adding colleagues to your Penbox workspace is quick and easy, allowing your team to start collaborating right away.

1. How to Invite a New Member

Follow these steps to invite a colleague to your workspace:

1. Go to Settings in app.penbox.io.
2. Navigate to Members.
3. Click on Invite Member.
4. Fill in the required information:
   • Email (mandatory): The invite will be sent to this address.
   • First Name & Last Name (optional): Used to personalize the invite.
   • Language: Select the language for the invitation email to ensure it’s in your colleague’s preferred language.
   • Role: Assign a role for the user (see roles below).
   • All Forms Access (optional): Enable this if the user should have access to all forms in the workspace.
5. Click Send to send the invitation.

2. User Roles in Penbox

When inviting a new member, you’ll need to assign them a role. Penbox provides three user roles to suit different levels of access:

• Administrator:

  • Full access to all Penbox functionalities, including workspace settings and form configuration.
  • Can manage other members and settings.

• Handler:

  • Access to basic Penbox functionalities.
  • Can process and send requests but cannot modify workspace settings or forms.

• Restricted:

  • Limited access to requests they own.
  • Cannot view or interact with requests owned by other team members.

Inviting your colleagues and assigning appropriate roles ensures smooth collaboration while maintaining security and access control in your workspace. Once your team is set up, you’ll be ready to work together efficiently on Penbox.