> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sinosend.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Collaborate on File Delivery with Your Team in Sinosend
> Invite teammates, assign roles, collaborate in shared workspaces, and run approvals. Pro: 2 seats included; Business: 5 seats included.
Sinosend's team features let your whole organisation share a single, governed sending environment. Everyone works under the same brand, in shared workspaces organised by client or project, with a clear record of who did what and when. Role-based access keeps sensitive transfers in the right hands, while guest reviewer controls let you bring in external stakeholders without handing them a full account.
## Seats by plan
| Plan | Included seats | Additional seats |
| -------- | -------------- | ------------------------- |
| Free | 1 (owner only) | Not available |
| Personal | 1 | Not available |
| Pro | 2 | Not available |
| Business | 5 | Available — contact sales |
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
In your dashboard, click **Settings** in the left sidebar, then select **Team**.
Click the **Invite Member** button in the top-right corner of the team panel.
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.
Select a role from the dropdown (see [Roles](#roles) below). The role determines what the invitee can see and do once they join.
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:
| Role | What they can do |
| ---------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin** | Full access: manage team members, billing, settings, branded portals, and all transfers |
| **Editor** | Create and manage transfers, upload files, view delivery analytics, comment on transfers |
| **Viewer** | Read-only access to transfers and analytics — cannot send or edit |
| **Guest** | External reviewer: can view and comment on specific transfers they are explicitly granted access to — no access to the wider dashboard |
Use the **Guest** role for external stakeholders — a client reviewing a deliverable, a lawyer checking a contract draft, or a supplier confirming a spec sheet — rather than creating a full account they do not need.
## 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
Click **Workspaces** in the left sidebar.
Click **New Workspace**, enter a name (e.g., *Acme Corp — Q4 Shipping*), and click **Create**.
Invite specific team members to the workspace if you want to restrict visibility. Leave membership open to share with all Editors and Admins automatically.
Transfers created inside a workspace are visible to all workspace members. Transfers created outside a workspace are private to the sender unless explicitly moved.
## 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:
1. Go to **Settings → Administrative Tags**.
2. Click **New Tag** and enter the tag name and an optional colour.
3. Click **Save**. The tag is immediately available to all team members in the tag picker.
Use administrative tags to enforce consistent categorisation — for example, *compliance*, *client-facing*, *internal*, *archived* — across every transfer the team creates.
## 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
You can filter the activity feed by workspace, team member, or event type to focus on what matters to you.
## In-platform comments and notes
Leave comments directly on a transfer to keep context and conversation alongside the files:
1. Open a transfer.
2. Click the **Comments** tab in the detail panel.
3. Type your comment and click **Post**. Team members with access to the transfer are notified.
You can also pin notes — private annotations visible only to you — by clicking **Add Note** instead of **Add Comment**.
Use comments to document decisions made during a negotiation cycle: *"Client confirmed v4 is the final version — 12 Jan"*. This creates an in-context record without relying on a separate email thread.
## 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:
Navigate to the transfer you want to share for review.
Click **Share for Review**, enter the guest's email address, and click **Invite**.
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.
Open the transfer, click **⋯ → Request Approval**, and select one or more reviewers from your team (or add guest reviewers by email).
Choose an approval deadline. Sinosend sends a reminder to any reviewer who has not responded as the deadline approaches.
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.
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.
## Security
All team transfers are protected by bank-grade end-to-end encryption. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). Access is scoped strictly to each member's assigned role — an Editor cannot access billing settings, and a Guest cannot browse the team transfer library. Audit trails record every action any team member takes on any file.