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How do I add collaborators?

Add teammates as Mailbutler collaborators so you can work together on emails and share information.

Written by Julia

ℹ️ Before you start: To collaborate on emails, you'll need a shared inbox.

👉 How do I set up a shared inbox?

💡 Good to know: Team members using Mailbutler with the same company email address are automatically added as collaborators, allowing them to assign emails and share information.

Step 1: Open Mailbutler

Open the Mailbutler Sidebar:

👉 Apple Mail

👉 Gmail

👉 Outlook

Step 2: Invite collaborators

🔔 Note: The people you invite will need a Mailbutler account. If they don't have one yet, they'll be prompted to create one when they receive your invitation.

Go to Account & Preferences -> Collaborators and and click the + button to invite collaborators.

Step 3: Start collaborating

Once your collaborators accept the invitation, you can start working together on emails by:

➤ Assigning emails
➤ Creating and sharing Notes
➤ Creating and sharing Tasks
➤ Adding Tags
➤ Collaborating in shared Inboxes

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