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.