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Workspace setup

This guide walks through the first objects you create in the dashboard before you send or receive traffic through the API. Read Test vs. Live mode first so you work in Test until you are ready for production.

1. Team​

A team is your workspace: it owns companies, participants, and documents. Users are invited to a team with a role (Owner, Admin, Developer, or Read-only).

Create a team

  • Sign in to the dashboard.
  • If you do not have a team yet, use Create team (team registration) and enter a team name. You become the Owner of that team.
  • If someone invited you by email, open the invitation link and accept; you join their team instead.

You can belong to more than one team and switch between them from the team menu.

2. Team members and invites​

Owner and Admin can manage who belongs to the team. Developer and Read-only cannot open team settings.

  1. With the team selected in the dashboard, open Team settings from the team menu.

  2. Open the Members tab.

  3. Use Invite member to send an email invitation. Choose a role:

    • Admin — companies, participants, team settings, API credentials, webhooks
    • Developer — API credentials, webhooks, companies, and participants (not team membership or team name/slug)
    • Read-only — view access; cannot change integration settings

    The Owner role is not available on invitations (the person who creates the team becomes Owner).

Pending invitations appear in the table until the recipient accepts. You can change a member’s role or remove them from the team. The last Owner cannot be removed or demoted—another Owner must exist first.

The Details tab on the same page lets Owner and Admin edit the team name and slug.

3. Company​

A company is a legal entity inside the team. Participants (network addresses) are attached to a company.

Create a company

  1. In the sidebar, open Companies.
  2. Create a new company and fill in at least:
    • Company name
    • Country
    • Company number (your official business identifier for that country, e.g. CVR in Denmark)
  3. Optionally set a parent company if this is a subsidiary.

Owner, Admin, and Developer can create or edit companies.

4. Participants​

A participant is your address on Peppol and/or NemHandel so others can route documents to you (and so you can send as that identity). Participants belong to a company.

Add a participant

  1. Open Companies and select the company.
  2. Open the Participants tab.
  3. Use New participant, choose channel(s) (Peppol, NemHandel, or both), and complete the identifier fields (scheme and value) for each channel.

Registration with the network is handled for you; status updates appear on the participant. Use Test mode in the header mode toggle while you integrate; use Live only when you are ready for production traffic.

Owner, Admin, and Developer can add or change participants for a company.

Next steps​

  • API keys for your systems.
  • Webhooks — optional real-time notifications (Developers → Webhooks in the dashboard).
  • Sending and Receiving — how documents flow through the API.
  • Status: incident history and uptime are published at status.ecourier.io.