Product Guides & Reference

Protect your account with a 6-digit code from an authenticator app, keep backup codes safe and turn it off if needed.

Change your password, see where you are signed in, sign out other devices, set a recovery email and create app passwords.

Use the Ask bar in the PGB Business app to search, summarise, draft and schedule in plain words, with the assistant acting under your own permissions.

How confirm cards work, what the risk labels and warnings mean, and why nothing is sent or shared until you say so.

Ask questions about your mail, summarise a conversation, pull out action items and draft a reply, all read-only.

Record when you start and finish work, choose where you are working, and see today's total.

Read your last 30 days of attendance and see which teammates are checked in.

What each Admin tab does, how usage and limits are shown on Overview, and where to start with a new workspace.

Create mailboxes, add aliases and shared mailboxes, reset passwords, pause sending, suspend or delete, and understand what counts toward your plan.

Read your limits, change plan, pay a term from the wallet, add storage or add-ons, and ask for a higher limit.

Require two-factor, control public links and outside sharing, allow self-service password reset, and review who has set up protection.

Connect OpenID Connect or SAML, test it, turn it on, require it, and keep break-glass administrators.

Download a full copy of mail, files, documents and more as ZIP parts, and what to do with it.

Review held messages from AI agent keys, see why they were held, and approve and send or reject them within 72 hours.

Delete old data on a schedule, freeze data for a legal matter, search across the workspace and export results.

Create rules that look for card numbers, keys, national IDs or your own patterns and warn, ask for a reason or block.

Set sensitivity, protect executive names, notify administrators and review allowed and blocked senders.

Create keys for apps and AI agents, limit mailboxes and permissions, add agent rules, and pause or revoke a key.

Understand the sandbox, add verified recipients to test, and request production access to email anyone.

Register an app that supports OpenID Connect so your team signs in to it with their workspace account.

Switch between day, week, month, year and agenda views, manage several calendars, and show task cards with due dates.

Schedule an event, add a Meet link, repeat it, set reminders, and change one occurrence or the whole series.

Add guests by name or email, see when colleagues are free, and answer an invitation with Yes, Maybe or No.

Create channels, message people and groups, mention colleagues, share files, reply in threads and search.

Start an instant meeting, create a room, invite guests through the lobby, and use chat, hand raising, notes and recording.

Add and edit contacts, organise them into address books, and find colleagues in the directory.

Bring contacts in from a vCard file, take them out again, and use them as suggestions when writing.

Add a domain to your workspace, copy the DNS records to your registrar and check that mail is flowing, including domain aliases.

What each DNS record for your email domain does and why mail can fail or land in spam without it.

Run a DNS check, read each record's status, and fix missing or mismatched records.

Understand My Drive versus team folders, and what Viewer, Commenter, Editor and Manager can do.

Create a link anyone can open, add a password or an expiry time, and stop people downloading.

See every saved version of a file, download an old one, restore it or upload a new version.

See your meetings, mail that needs a reply, tasks, mentions, learning and invoices on one page, with an assistant summary on top.

Create a collection from a template or your own fields, choose which mail it reads, and let new messages become rows.

Approve or reject uncertain rows, then notify people, create tasks or call a webhook when rows arrive.

Find people, edit their job details and reporting line, and organise teams into departments with leads and members.

See who reports to whom, edit a person's role in place, and optionally publish a public chart with privacy controls.

Submit a time-off request, and how managers and HR approve, reject or forward it.

Approve or reject each person's weekly timesheet, set the approved hours for payroll, and read the audit trail.

Add customers and items, write an invoice or quote, send it, record payments, remind customers and issue credit notes.

Set up numbering, payment terms, tax rates, automatic reminders and late fees, and schedule recurring invoices.

Use the Needs reply, Waiting, Promised, Today and Follow up views, plus snooze and scheduled sending, to keep your inbox moving.

Create coloured labels, put several on one conversation and find mail again with the sidebar or search.

Build rules that move, label, star, forward or delete new mail the moment it arrives.

Build a signature, choose which one each address uses, and send from an alias such as sales@.

Send an automatic reply while you are away, with optional start and end dates.

Add your PGB Business mailbox to Apple Mail, Outlook, Thunderbird or your phone's mail app using the values from Settings.

Turn a group address such as support@ into a shared inbox with assignments, statuses, internal notes and a response target.

Get the app, sign in with your work email, PGBHub or your company, handle two-step verification, and find your way around the tabs.

Add work accounts, switch between them, colour and reorder them, and remove one from the device.

Choose which kinds of notification reach your phone, set quiet hours, let calls through, and see which devices are registered.

Require Face ID, fingerprint or PIN, review where you are signed in, change your password and set a recovery email.

How mail drafts, chat messages, uploads and documents behave without a connection, and how to retry.

Join or start a Meet meeting, schedule one from the app, answer calls from chat, and set quiet hours that still let calls ring.

Take notes, make checklists, pin, colour and label them, share with colleagues and recover items from the trash.

Make a form from a template or from scratch, share a link, control who can answer and read the responses.

Create a document, work together live, comment, save named versions and export to PDF, HTML, Markdown or text.

Create a spreadsheet, edit it together, bring data in and out as CSV and restore earlier versions.

Make a presentation from a template, edit together, add speaker notes, present with presenter view and export.

Open a PDF from Drive, rotate, reorder or delete pages, fill in form fields and save a new version or a copy.

Run PDF tools on files from Drive: merge, split, compress, OCR, watermark, password-protect and more.

Pick a PDF from Drive, add signers, place signature fields, choose signing order and expiry, and send.

Open your signing link, create your signature, fill the fields, agree, and sign, or decline with a reason.

See who has signed, send reminders, issue a fresh link, cancel a request, and download the completed document.

Create a board, add cards with quick-add shortcuts, move them across columns and open a card for details, checklists and labels.

Turn on sprints for a board, plan work from the backlog, start and finish a sprint, and read burndown and velocity.

Start a timer or log hours by hand on a card, then review your week in Timesheet.

What the free Boards page is, how to make a board from a template, and how it connects to a PGB Business workspace.

Send email invitations to a board as editor or viewer, approve join requests, and understand what an outside guest can see.

Turn on a read-only link anyone can open, choose whether names show, control search engines, and turn it off again.

Make QR codes, signatures, email signatures, images, converters and more, and understand the free action limits.

Sign in with your company account, choose a master password, install the app on your devices and share passwords with your team.

Create a project, add secrets per environment, reveal and copy them safely, import a .env file, and give a server a read-only token.

What built-in authentication gives your app, and a tour of the Authentication page in the Console.

Turn sign-in methods on or off, set password rules and session lifetimes, and decide whether email must be verified.

How confirmation emails and password resets work, and how to wire the links into your app.

Edit the subject, wording, sender name and button colour of sign-in, verification and reset emails, with a live preview.

Add and verify a sending domain so sign-in, verification and reset emails show your brand and address.

Register your app with a provider, paste its credentials into the Console, and let people sign in with an account they already have.

How your users can protect their accounts with an authenticator app, and how you test and reset it.

Collect a username, name, user type or custom details at sign-up, checked on the server and saved with the user's profile.

Use RLS policies and the signed-in user's identity so each person sees only their own rows.

How automatic daily backups work, how to set retention, time and snapshot count, and when they cost money.

Restore a snapshot or uploaded dump into a database, download .sql.gz exports and use command-line dumps.

Restore a whole project, all databases and stored files together, to an earlier point, and what happens to current data.

What the paid hourly backup option gives you, and what is and is not available for restoring to an exact moment.

Read the Usage & Billing page: month-to-date cost, storage and compute meters, project breakdown and usage history.

Top up your prepaid balance, turn on auto-reload and read the activity list.

USD is the default; where a local currency such as the Nigerian naira is offered you choose it before your first payment.

What credits are, how they are spent and expire, and the application page.

Edit invoice details, view statements and receipts, and see how monthly statements are settled.

The warning states, the grace period, what a pause does and how to resume.

Run a backend service, web app or worker in your project, with a public address and your database already connected.

Let idle containers sleep at no compute cost, wake on the next request, or keep one always online.

Configure your container with variables and project secrets, and read build and runtime logs to fix problems.

Point a subdomain at your container, check DNS, and get an HTTPS certificate automatically.

Add a PostgreSQL database to a project, choose its version and extensions, and manage several databases in one project.

Find your host, port and credentials, choose between the pooled, regular and direct connection, and test that they work.

Use the per-database address shown on the Connection page, what is faster about it, and how to rename it safely.

Run queries and scripts against your database from the Console, use templates and history, and understand the safety limits.

Bring a database over from another host, or upload a .sql or .sql.gz dump, from the Backups page.

See which PostgreSQL extensions are available for your database, enable or disable them and understand "needs approval".

Choose a version when you create a database and upgrade to a newer one from DB Settings, with a verified copy.

Restrict which IP addresses may call your database's endpoints, and what is enforced where.

Run a schema audit, analyze slow queries, apply suggested indexes and watch database metrics.

The limits your databases run with, what a pause means and how deleting a database works.

Read and write rows, run SQL and call actions with plain HTTP requests to your project address.

Install @pgb/sdk, create a client, run a first query, and find the calls for each service.

Install pgbhub, create a sync or async client, run a first query, and use auth, mail, storage and actions.

Install the Go and Rust clients and run a first call with each, then find auth, mail, storage and actions.

Let tools such as Claude Code, Cursor and Windsurf inspect your schema and run your actions through the PGB MCP server.

Receive webhooks in a function, send them from event rules, cron jobs, jobs and actions, and verify signatures.

Publishable and secret project keys, account-level keys, how to create, scope, rotate and revoke them.

Write a function in the Console editor, choose a runtime and trigger, test it, and call it over HTTP.

Keep keys out of your code, protect a function with a signed webhook, and read or limit its execution logs.

Run a function, SQL, an action, an HTTP call or an email on a schedule, and read the run history.

Hand slow or unreliable work to a background job that retries on its own, and watch its status in the Console.

Define a named SQL transaction once, call it from your app, an AI agent or a schedule, and trigger emails, queues and more after it commits.

Send transactional email such as receipts and notifications with one API call, and check delivery in the Console.

Verify your domain with DNS records so your app's email comes from your brand and your own address.

Why sending needs a quick review, how to request access, and the limits and reputation checks that protect your sending.

Request Maps access, create a key, and use search, reverse geocoding, routing and map tiles from your app.

Create and revoke Maps keys, pick live or test, set rate limits, and see which endpoints are available.

How organizations (workspaces) and projects relate, how to switch between them and who pays for what.

Invite people to your organization from IAM, pick a role and project scope, change access later and cancel invitations.

What the Project Settings page shows, how to rename a project, where API keys and secrets live and how to delete a project safely.

How a project is moved to a different organization, what moves with it, and what the new owner should do straight afterwards.

Change your password, turn on two-step sign-in with recovery codes, sign out other sessions and revoke account API keys.

What you can check and do from the PGBHub app on your phone, and what stays on the web.

Push live updates to browsers and apps over named channels, and test them from the Console.

Create a queue, push messages, process them with workers, and use retries and the dead-letter queue.

Route events such as user.created to a queue, function, webhook or email, and test rules with a sample event.

Create a storage bucket, organise it with folders, upload files from the Console and copy their links.

Keep files private, share one file for a limited time with a signed link, and switch a bucket between public and private.

Use the SDK or the storage endpoints to upload, list, download and delete files from your own code.

An agent is a saved job with instructions, a list of allowed tools, a budget and a record of every step it takes.

Make a blank agent in two clicks, or add a ready-made one from PGB Marketplace and review it before it runs.

How to word the Instructions box so an agent does the right job, stays inside its limits and tells you when it is unsure.

The list of tools an agent can use, what each does, and which ones always pause for your approval.

Run an agent by hand, set it to repeat with the schedule builder, or give it a private web address that starts a run.

Put a dollar limit on each run and each month, and learn the other limits that stop an agent from running away.

Follow an agent step by step while it works, understand each status and open the details of any tool call.

When an agent wants to send, share, spend or install something it waits for you; here is how to review, approve or deny it.

Add your AI provider key on the AI keys page, test the connection, and read the Usage page to see what your agents cost.

The safety rules built into every agent, what the run record contains, and how PGB monitors AI use for abuse.

A short tour of the PGBHub ecosystem: the Console, PGB Business, Learn, Agents, Studio, the Marketplace and the mobile apps.

Register for the Console with your email and a password, and optionally name your first project at the same time.

Sign in to the Console, finish the second step if you turned it on, reset a forgotten password and sign out.

Create a project from the Projects page, choose Blank Project or Add Database, and see what you get.

Learn where everything is: the Projects page, the project sidebar, the top bar and the account pages.

What each PGBHub product does, where it lives and how they connect, so you know which one to open for your task.

Search the catalog, filter by level, price and topic, read the syllabus and start learning, free or with a preview.

How the course reader works, how quizzes are graded and how you earn and verify a certificate.

Teaching on PGB Learn is by request. Send your request, wait for approval and create your first course draft.

Set course details, organise modules, write lessons in Markdown, add quizzes and try them before you publish.

What happens when you press Submit for review or Publish, how to read feedback and what editing a live course does.

Workspace owners and HR managers can adopt ready-made training tracks as they are or copy and edit them, and build their own.

Assign a track to departments or people with a due date, then see who is done and export the results as a CSV.

Create a space, write and organise articles, control who can read and edit, and keep version history.

Turn articles and text into lessons, add quizzes with a pass mark, publish, assign to people or groups, and follow progress.

Find assigned courses, work through lessons and quizzes, track progress and download your certificate.

Find agents, tools, integrations, functions, templates and workflows by type, category, portability and keyword.

What Official, Verified Publisher, Security Checked, Featured and Community each mean, and what Portable, Compatible and PGB Native tell you.

Choose where a package goes, read exactly what it can access, fill in its settings and confirm the install.

The My installs page lists every package you installed and anything installed on projects you manage, with an Uninstall button.

Create a publisher, understand names and roles, and invite teammates to publish with you.

The one file that describes your package: name, type, version, permissions, settings and secrets, with the rules each field must follow.

Define the fields people fill in, how they are grouped and shown, and which files stay locked, in the template block of your manifest.

Pack your folder as a .tgz, upload it, read the checks, and publish improved versions without changing old ones.

Why a version may wait for review, how to withdraw or retire a package, and how anyone can report a problem.

A tour of the first-party agents, templates, functions, database packages and more that PGB provides to get you going.

Pick a ready-made template, fill in your business details in a form, watch the live preview and create your project.

Type what you want in plain words and the assistant creates and edits the files for you; add your own AI key first.

Files, code tabs, live preview, problems list and the Assistant: what each part of the project screen does.

What the assistant changes, how its edits are applied in one step and how to undo any of them.

Create named save points, compare them with your current files and restore an earlier version safely.

Change your business name, colours, logo and other values after creating a project, without touching the code.

Build your Studio project and publish it as a running app inside one of your PGBHub projects.

Download your project as a zip, or share it with others by publishing a template with its own settings form.

The limits that apply to your projects, files and AI edits, and what Studio keeps for abuse monitoring.