Carepatron

Connect your Google or Microsoft email account to Carepatron to manage client communication directly from your workspace.

Enter a name, select a color, add a description, and set access permissions. 

Click Continue, then Connect.

Select your Google or Microsoft account and follow the prompts to complete the sync.

1. Go to Inbox.
2. Click + New.
3. Enter a name, select a color, add a description, and set access permissions. 
4. Click Continue, then Connect.
5. Select your Google or Microsoft account and follow the prompts to complete the sync.

Learn more about <a href="https://help.carepatron.com/en/collections/8635889-communications">Communications</a>.

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Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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