Administrator Setup Resources

Company configuration and branding

Manage the Penneo Dashboard and Archive to oversee your account’s documents and monitor general system status.

Administrators can configure the company account by viewing and changing settings in the administration portal to ensure proper setup and oversight.

Establish your brand identity in Penneo by customizing the interface for your company account. Branding options include adding a company logo and changing the color theme to match your organization’s style.

Email signatures and templates

Create an email signature for your Penneo company account to provide recipients with essential contact information. While Penneo signing requests are sent via penneo@penneo.com, your custom signature ensures signers can reach you directly if they have questions regarding documents or the signing process.

Administrators can standardize communication by creating email templates for use when sending out case files. These templates define the messages recipients receive when they are invited to sign documents.

User account administration

Manage your team’s access and security in Penneo using the following resources:

• Create new users to grant team members access to the platform.
• Enable or disable users’ login methods to manage company authentication security.
• Reset a user’s password as a Penneo administrator to restore account access for staff.
• Delete a user and transfer their data to ensure information continuity when a user departs from the company.

Contacts and folder collaboration

Administrators can manage communication efficiency and recipient management by understanding how contacts work in Penneo.

Learn how to create and share folders to collaborate effectively with colleagues. Because every Penneo archive is personal, administrators must share folders to grant team members access to the folders and the specific case files they contain.

Case management and security configurations

Penneo administrators can manage automated workflows and authentication protocols using the following resources:

• How to set up the automatic deletion of case files to manage data retention within the Penneo system.
• Detailed information regarding Allowed Signing methods available for use in Penneo.
• How to set up SSO with Microsoft Entra ID for secure single sign-on access to the Penneo platform.