Inviting people
Owners and admins add people to their client account from the app. Authors and viewers do not see this option.
Add a colleague
Section titled “Add a colleague”- Sign in at app.binbox.ai.
- Open the account menu at the top right and choose Members….
- Type the person’s email address and choose their role.
- Choose Add.
What happens next depends on whether the address already has a BInbox account:
- A new address gets a BInbox account and an invitation email. They click its link, which opens BInbox, and choose Finish signing in.
- An address that already has an account gets no email. Your client account appears in their account menu the next time they open BInbox. Tell them yourself.
The dialog tells you which of the two happened.
After that, they can sign in any of the three ways, as long as they use the address you added.
Change someone’s role
Section titled “Change someone’s role”In Members…, pick a new role from the list beside their address. The change takes effect at once.
Remove someone
Section titled “Remove someone”In Members…, choose Remove beside their address, then confirm. They lose access to the client account at once, including any session they have open. Their BInbox account stays, with any other client accounts they belong to.
Limits
Section titled “Limits”- An admin cannot add, change or remove an owner, or make anyone an owner. Only an owner can.
- Nobody can change or remove their own entry.
- A client account always keeps at least one owner.
- A client account can add up to 50 people in 24 hours. After that, BInbox asks you to try again the next day.
- If the address is already a member, BInbox says so. Change their role in the list instead.
The account’s log
Section titled “The account’s log”Every addition, role change and removal is recorded with who made it and when.
A new client company
Section titled “A new client company”Members… adds people to a client account that already exists. To set up a client account for a new company, write to contact@binbox.ai.