In this guide, you'll learn how to update inbox details, set default reply settings, manage team access, and connect additional accounts.
Inbox Details
Easily update the name, color, and description of your inbox to keep everything organized.
Steps:
Reply Format
Set a default reply-from email address and email signature to ensure consistency across all communications.
Steps:
Go to Inbox.
Hover over the inbox name and click the gear icon (Settings).
Select Reply Format and click Edit.
Use the dropdown under Set a default reply from to choose the email address you want to use.
Add an email signature manually or use Smart Data Chips to pull information from the Details tab in your Workspace Settings.
Click Save to apply your changes.
Assign Team Members
Control who can access and manage the shared inbox for better team collaboration.
Steps:
Access Levels:
Admin: Full access to the inbox.
Responder: Can respond to emails.
Viewer: Can view emails only.
Connected Apps
Add another account by creating a new inbox linked to your connected apps.
Steps:
Navigate to Inbox, then use the option to create a new inbox for the additional account you'd like to connect.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.