To learn how to use Mailbutler's Shared Inbox Collaboration features, head to this article.
What is a shared inbox?
How do I set up a shared inbox?
What is a shared inbox?
Sharing an inbox simply means that multiple people have access to the same email account. Usually, teams share email accounts such as info@ or sales@ to work together on replying to emails and managing emails in the shared email account.
In order to share an inbox, all you need to do is to share the credentials to the email account with everybody in the team, so that they can then log in to the email account on their device.
If you are using Outlook or Gmail, you also have the option to set up shared inboxes without sharing credentials.
How do I set up a shared inbox?
Apple Mail
1. Create a new email account under info@, sales@ or any other email address that you would like to share the access to.
2. Share the credentials to that email account with your team members.
3. Your team members now need to add the email account in their Apple Mail by following the below steps:
4. Go to Mail -> Settings.
5. Switch to the Accounts tab, and click the plus icon.
6. Select the account type of the shared email account and click Continue.
7. Follow the on-screen instructions to add the shared email account to your Apple Mail.
8. Once your team members have added the account to their Apple Mail, they will have full access to the emails in the shared email account and they will be able to send emails and manage emails.
9. To be able to work together efficiently in the shared inbox, you and your team members should start using Mailbutler's Shared Inbox Collaboration features.
Gmail
1. Create a new email account under info@, sales@ or any other email address that you want to share the access to.
2. There are two options on how to share the access to an email account in Gmail:
You can either simply share the credentials to the email account with other team members, so that they can log in with the email account on their device.
Or you can delegate access to an email account. The advantage of this method is that you do not need to share the credentials to the email account. To delegate access, follow the steps below:
3. Go to Gmail (on your computer), log in with the shared email account, then go to Settings -> See all settings.
4. Go to the Accounts and Import or Accounts tab.
5. In the Grant access to your account section, click Add another account.
6. Enter the email address of the team member that you want to add.
7. Once you have added your team members, they will have full access to the emails in the shared email account and they will be able to send emails and manage emails.
9. To be able to work together efficiently in the shared inbox, you and your team members should start using Mailbutler's Shared Inbox Collaboration features.
For more information on how to set up shared inboxes in Gmail, head to this help article from Gmail.
Outlook
1. Create a new email account under info@, sales@ or any other email address that you want to share the access to.
2. There are two options on how to share the access to an email account in Outlook:
You can either simply share the credentials to the email account with other team members, so that they can log in with the email account on their device.
Or you can set up an "Outlook Shared Mailbox". The advantage of this method is that you do not need to share the credentials to the email account. To set up an "Outlook Shared Mailbox", follow the steps below:
3. Sign in with a user with Exchange admin role. If you get the message "You don't have permission to access this page or perform this action," then you are not an admin.
4. In the admin center, go to the Teams & Groups -> Shared mailboxes page. Select Show all in the left navigation pane if you don't see Teams & Groups.
5. On the Shared mailboxes page, select + Add a shared mailbox. Enter a name for the shared mailbox. This chooses the email address, but you can edit it if needed.
6. Select Save changes. It may take a few minutes before you can add members.
7. Under Next steps, select Add members to this mailbox.
8. Select the Add members button. Select the people who you want to use this shared mailbox, and then select Add and then close.
10. Once your team members have been added the account, they will have full access to the emails in the shared email account (remember that you need to grant them full access in the permissions when setting up the shared inbox in Outlook) and they will be able to send emails and manage emails.
11. To be able to work together efficiently in the shared inbox, you and your team members should start using Mailbutler's Shared Inbox Collaboration features.
For more information on how to set up shared inboxes in Outlook, head to this help article from Microsoft.
To learn how to use Mailbutler's Shared Inbox Collaboration features, head to this article.