How to Create a Teambox in the Postworks Portal

Before You Start

To create a Teambox, you’ll first need to:

1. Add users to your organisation

2. Create a Team with those users

👉 If you haven’t done this yet, follow our Add a Team Guide first.

Create a Teambox

1. Go to the Send Section

   From the Portal landing page, click “Send” in the left-hand menu.
   Then click “Create new”.

   

2. Toggle to Teambox

   In the Create new window, toggle the option from Postbox to Teambox.

   

3. Fill Out the Teambox Details

   Enter all the details as you would for a normal Postbox:

   • Name

   • Postage settings

   • Any other required info

   Then click “Next” to continue.

   
   
   

4. Assign Teams to the Teambox

   
   

   You’ll now be prompted to select which Teams you want to assign to this Teambox.

   ✅ Tick the checkboxes next to the relevant teams.

   

5. Finalise Creation

   Click “Create” to complete the setup.

   

   Your Teambox will now:

   • Appear alongside your other Postboxes

   • Be marked with a Teambox icon for easy identification

   • Be accessible to all users in the assigned teams based on their permissions