PageJoyInviting people, team roles and approvals
Business teams in PageJoy have email invites, Owner, Member and Viewer roles, approvals before sending and an activity log.
Invite someone
1. Open the invite option in the correct Business team, if your role allows it.
2. Enter the person's email and choose a role.
3. Check the address and role before sending the invite.
The recipient follows the link and instructions in the invite.
Roles
1. Owner: manage billing, members, records and approval rules.
2. Member: create and edit documents.
3. Viewer: view, download and export documents.
These permissions cover what each role can view, edit, manage, approve and send. Check them before giving someone a role.
Request approval before sending
Prepare the document and check its details. The request and reviewer selection steps are Submit the document for approval. The Owner reviews it and approves it or asks for changes.
The documents and actions covered, and when approval is required, are The rules in Approvals determine which documents need approval before they can be sent.
Check the request's status before continuing.
Review a request
Open the approval request and check the document. Approve it or ask for changes using the available review options.
If changes are requested, follow the instructions in the request.
After approval
Follow Open the approved document and choose the issue or send action to send the approved document. These steps explain the sending method and destination, and how to check whether sending has completed.
Do not assume approval has sent the document.
Approval is not a request for someone else's signature. PageJoy PDF does not send documents to other people for signature.
Activity log
The actions recorded, details shown, access permissions and retention period are Read Privacy for the activity log and access details.
PDF and Photo work
Read Privacy for more about these file routes.
If an invite or approval is missing
Check the email address and workspace used. Ask an invite recipient to check spam or junk.
For an approval, check the request status and reviewer details. If the problem continues, use Contact and Complaints with the workspace name, request or invite reference, and exact message.