Seats by plan
Each seat is a named team member with their own login. All members send under the main account’s brand and contribute to a shared transfer history.
Invite team members
1
Open Team settings
In your dashboard, click Settings in the left sidebar, then select Team.
2
Click Invite Member
Click the Invite Member button in the top-right corner of the team panel.
3
Enter the email address
Type the email address of the person you want to invite. You can invite multiple people at once by entering multiple addresses separated by commas.
4
Assign a role
Select a role from the dropdown (see Roles below). The role determines what the invitee can see and do once they join.
5
Send the invitation
Click Send Invite. The invitee receives an email with a sign-up link. Once they accept, they appear in your team list and can access the shared workspace immediately.
Roles
Sinosend uses four roles to match different levels of trust and responsibility:Shared workspaces
Workspaces are shared folders that organise transfers by client, deal, campaign, or any other grouping that fits your workflow. Every team member with the appropriate role can see and contribute to a workspace.Create a workspace
1
Go to Workspaces
Click Workspaces in the left sidebar.
2
Create a new workspace
Click New Workspace, enter a name (e.g., Acme Corp — Q4 Shipping), and click Create.
3
Add members
Invite specific team members to the workspace if you want to restrict visibility. Leave membership open to share with all Editors and Admins automatically.
Team sending under your brand
When any team member sends a transfer, it goes out under the main account’s brand — your logo, your custom domain (on Business), your sender email address. Individual team members do not have separate brands or domains. This gives your recipients a consistent experience regardless of which colleague initiated the send. Admins can see and manage all transfers sent by any team member from Transfers → All Team Transfers.Administrative tags
Administrative tags are org-wide labels that Admins define and any team member can apply. They make it possible to search and filter the entire company transfer history consistently. To manage administrative tags:- Go to Settings → Administrative Tags.
- Click New Tag and enter the tag name and an optional colour.
- Click Save. The tag is immediately available to all team members in the tag picker.
Real-time activity feeds
The Activity panel in your dashboard shows a live feed of everything happening across your team’s shared transfers:- Files sent, opened, and downloaded
- Comments posted
- Files replaced or versions restored
- Access revocations and password changes
- Approvals completed
In-platform comments and notes
Leave comments directly on a transfer to keep context and conversation alongside the files:- Open a transfer.
- Click the Comments tab in the detail panel.
- Type your comment and click Post. Team members with access to the transfer are notified.
Guest reviewer controls
Guests can review and comment on specific transfers without accessing anything else in your Sinosend account. Here is how to add a guest reviewer to a transfer:1
Open the transfer
Navigate to the transfer you want to share for review.
2
Add a reviewer
Click Share for Review, enter the guest’s email address, and click Invite.
3
Guest receives an invitation
The guest gets an email with a secure link to a reviewer view of the transfer. They can view files, leave comments, and mark items as approved — but they cannot download files unless you enable that permission, and they cannot see any other transfers or workspace content.
Approval workflows
For transfers that require sign-off before a file is shared externally, use approval workflows to formalise the review process.1
Create an approval workflow
Open the transfer, click ⋯ → Request Approval, and select one or more reviewers from your team (or add guest reviewers by email).
2
Set a deadline
Choose an approval deadline. Sinosend sends a reminder to any reviewer who has not responded as the deadline approaches.
3
Reviewers approve or reject
Each reviewer opens the transfer, checks the files, and clicks Approve or Request Changes. If changes are requested, the sender is notified with the reviewer’s comments.
4
Workflow completes
Once all required reviewers have approved, the transfer is marked Approved and the sender can proceed with sending it externally. A full record of the approval — who approved, when, and any comments — is stored in the transfer’s audit trail.