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Assigning team to an inbox
Assigning team to an inbox

How do I assign my team members to an inbox?

Updated over a week ago

Here are the steps to assign specific team members an inbox:

You can assign permissions to specific team members when creating an inbox or through the inbox settings.

  1. To create an inbox follow the steps here

  2. To access the Inbox setting, hover over the inbox and select the edit icon. In the assign team members section, select edit.

  3. If you select Everyone in the workspace, you can select the options, Admin Responder or Viewer.
    (Viewer allows the team to view only, Responder allows the team to view and reply, and Admin allows the team to view, reply and manage the inbox)

  4. If you select Restricted, in the Assign team dropdown select the team members you would like to give access to

  5. Assign responder, viewer or admin to the specific team members

  6. Select save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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