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Step 3: Setup groups and invite team members
Step 3: Setup groups and invite team members

Create groups for departments in your business and invite team members to manage envelopes together.

Updated over a week ago

If you've stumbled upon this section of the Annature getting started guide, click here to start from the beginning and maximise your experience by following the step-by-step instructions.

One of the best ways to organise your envelopes is by creating groups for each department in your business. This will help you sort envelopes and ensure that the right team members have access to them.

In this article, we'll show you how to set up groups and invite your colleagues to collaborate.

Prefer hands-on experience over reading a guide? We got you covered. Click here.

Create your first group

If your organisation has distinct departments or teams with their own specific details and branding, groups can be helpful. Additionally, groups can limit users' access to only envelopes within their group.

If you don't need to restrict team members' access or if you don't need to create distinct branding and details for your teams, skip to the next step here.

To create a group, click Settings on the lower right and go to Groups.

Then, click Create on the upper right.

Enter your group's name and business name, and click Create.

Note: Business name appears in envelopes sent from the group, while the group's name is for internal use only. You can choose to use the same name for both fields.

Configure this group's branding and contact details to be used for envelopes sent from this group. Once done, click Save changes

You can also scroll down to preview what the email and envelope would look like for this group.

Invite your team members

Go back to Settings and click Team members.

Click Create on the upper right-hand corner.

Enter your team member's name, email address and contact number.

Next, select the role for this team member.

  • Standard accounts can create, send, and manage envelopes from their account or other users' accounts in the same group.

  • Read-only accounts can only view and download envelopes from other users in the same group and have limited access to the organisation.

  • Administrators can manage an organisation, view and edit envelopes sent by ALL accounts within the organisation, and add or remove other accounts and administrators.

Then, select the group you wish this team member to belong to.

Once done, click Create. An activation email will be sent to this team member. Once they confirm their email, they'll be able to access your Annature account and start sending envelopes.

Up next, we will guide you through setting up templates for documents that are most frequently sent by your organisation.

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