Mailbutler is a great companion for any professionals to manage their inbox. It’s also a fantastic tool that encourages and helps colleagues and teams to collaborate easier in their inboxes.
Adding someone to your list of Collaborators allows you to share information with them, and them to share information with you.

The Collaborators feature is available for all Mailbutler plans. That means you can invite Collaborators regardless of the plan you are on.

For more general information about  the Collaborators feature, please see here.

Please select the email program you are using to manage your emails

How to add Collaborators in Apple Mail

1. Open Apple Mail and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will open. Select Collaborators under Account in the sidebar on the left.



3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.


5. Once your Collaborator has confirmed the invite, they will be added to your list of Collaborators and you will also be added to their list of Collaborators. That means, you can share information with your Collaborator and they can share information with you.

6. There are three different statuses which your Collaborators can have - Pending, Active or Active (Restricted).

If a Collaborator is Pending, this means they have received the invite to become a Collaborator, but have not confirmed it yet.

If a Collaborator is Active, this means they have been added to your list of Collaborators and you can share Notes, Tasks, Message Templates, Signatures and Contact information with them.

If a Collaborator is Active (Restricted), this means that the Collaborator is on a Mailbutler plan that doesn't give them full access to the features and thus they might not be able to access all the information you share with them.

7. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

For detailed instructions on how to share information with your Collaborators, please see the below articles:

8. To remove a Collaborator, click on Remove.

How to add Collaborators in Gmail

1. Open Gmail and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

 

2. A new window will open. Select Collaborators under Account in the sidebar on the left.



3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.
5. Once your Collaborator has confirmed the invite, they will be added to your list of Collaborators and you will also be added to their list of Collaborators. That means, you can share information with your Collaborator and they can share information with you.

6. There are three different statuses which your Collaborators can have - Pending, Active or Active (Restricted).

If a Collaborator is Pending, this means they have received the invite to become a Collaborator, but have not confirmed it yet.

If a Collaborator is Active, this means they have been added to your list of Collaborators and you can share Notes, Tasks, Message Templates, Signatures and Contact information with them.

If a Collaborator is Active (Restricted), this means that the Collaborator is on a Mailbutler plan that doesn't give them full access to the features and thus might not be able to access all the information you share with them.


7. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

For detailed instructions on how to share information with your Collaborators, please see the below articles:

8. To remove a Collaborator, click on Remove.

Create add Collaborators in Outlook

1. Open Outlook and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

 

2. A new window will open. Select Collaborators under Account in the sidebar on the left.


3. You can add anyone with a registered Mailbutler account as a Collaborator. To add a Collaborator, enter the email associated with the person's Mailbutler account in the email address field.

4. Click Send Invite. The Collaborator will receive an invite email with a confirmation link.
5. Once your Collaborator has confirmed the invite, they will be added to your list of Collaborators and you will also be added to their list of Collaborators. That means, you can share information with your Collaborator and they can share information with you.

6. There are three different statuses which your Collaborators can have - Pending, Active or Active (Restricted).

If a Collaborator is Pending, this means they have received the invite to become a Collaborator, but have not confirmed it yet.

If a Collaborator is Active, this means they have been added to your list of Collaborators and you can share Notes, Tasks, Message Templates, Signatures and Contact information with them.

If a Collaborator is Active (Restricted), this means that the Collaborator is on a Mailbutler plan that doesn't give them full access to the features and thus might not be able to access all the information you share with them.

7. You can now start sharing information with your Collaborators. You can share Notes, Tasks, Message Templates, Signatures and Contact information.

For detailed instructions on how to share information with your Collaborators, please see the below articles:

8. To remove a Collaborator, click on Remove.

For more general information about the Collaborators feature, please see here.