> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your new workspace

> The essential settings to configure in your Penbox workspace before you start.

To get the best experience in Penbox from day one, we recommend completing the following settings in your newly created workspace.

Go to **Settings** in your workspace, then work through each tab below.

<Frame>
  <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.15.21.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=d4e9e19be417c2e71acb90a874407908" alt="Screenshot 2026 06 04 At 15 15 21" title="Screenshot 2026 06 04 At 15 15 21" className="mx-auto" width="1878" height="1270" data-path="images/Screenshot-2026-06-04-at-15.15.21.png" />
</Frame>

***

## Information

In the **Information** tab:

* **Company name:** verify and update it if necessary.
* **Website:** verify and update your company website. This is useful for redirecting your clients to your site at the end of a form.
* **Phone number and general email address:** verify and update these. They are typically used in certain form signatures.

***

## Members

In the **Members** tab, invite your teammates to join your workspace:

<Frame>
  <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.16.48.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=7a89026badd4b3131c458ae08341e962" alt="Screenshot 2026 06 04 At 15 16 48" width="2576" height="738" data-path="images/Screenshot-2026-06-04-at-15.16.48.png" />
</Frame>

<Steps>
  <Step title="Invite a new member">
    Click **Invite member**.
  </Step>

  <Step title="Fill in their details">
    Enter their **email address**, **first name**, and **last name** (all required).
  </Step>

  <Step title="Assign a role">
    Choose the role you want to assign to them.
  </Step>

  <Step title="Set template permissions">
    Choose whether to give them access to edit **case templates** and **form templates**.
  </Step>

  <Step title="Send the invitation">
    Click **Send**.
  </Step>
</Steps>

***

## Branding

In the **Branding** tab, define your visual identity to improve the experience for your clients:

<Frame>
  <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.17.29.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=d82e843818f9ac066db8c56538182ed2" alt="Screenshot 2026 06 04 At 15 17 29" title="Screenshot 2026 06 04 At 15 17 29" className="mx-auto" width="2618" height="1354" data-path="images/Screenshot-2026-06-04-at-15.17.29.png" />
</Frame>

* Upload your **logo**, **icon**, and **favicon**.

***

## Domains

In the **Domains** tab, configure where your forms are hosted and from which address your emails are sent.

<Frame>
  <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.18.23.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=0a4b38d935f6371d170a49c71087ca23" alt="Screenshot 2026 06 04 At 15 18 23" width="2674" height="700" data-path="images/Screenshot-2026-06-04-at-15.18.23.png" />
</Frame>

<Tip>
  We strongly recommend configuring your own domain rather than using Penbox's default domain. Your clients will trust an email from an address they recognise, and will feel more comfortable navigating a form hosted on your own domain.
</Tip>

<Steps>
  <Step title="Set your form hosting domain">
    Define the domain on which your forms will be hosted.
  </Step>

  <Step title="Set your email sending domain">
    Define the domain from which your emails will be sent.
  </Step>

  <Step title="Share the instructions">
    Click **Share** to retrieve the configuration instructions to send to your domain administrator.
  </Step>

  <Step title="Verify the connection">
    Once your domain administrator confirms the changes are done, click **Verify** and make sure all statuses show as **Connected**.
  </Step>
</Steps>

***

## What's next?

<CardGroup cols={2}>
  <Card title="Build your first form" icon="hammer" href="/guides/build-first-form">
    Create your first form template in Penbox.
  </Card>

  <Card title="Members" icon="users" href="/workspace/settings/members">
    Learn more about roles and permissions in your workspace.
  </Card>
</CardGroup>
