You can restrict your users' access to each channel and shared email account in Inbox.
If a user doesn't have access to a specific shared inbox, you will not be able to assign a conversation in that inbox to that user. You will need to add the user to the inbox first.
Managing Shared Email Inboxes
Click Settings in the lefthand sidebar, then click Company Settings.
Click the Email Settings tab.
Click the gear icon on the righthand side of the email account you'd like to add or remove a user. That will pull up the settings for that particular email account.
In the settings window that appears, click the "Users" section.
In the dropdown that appears, you'll see all the users that currently have access to this email account. Search for the user you would like to add and select them.
Note: if you are trying to remove a user from a shared email that is set as the default for a pipeline or process that that user has access to, you will need to do one of two things:
Remove that user from that pipeline or process so they no longer have access
Make the email account no longer the default for the pipeline or process (in the next drop down menu under the users menu). Note that you will only want to do this if you do not want this email to be the default sending email for that pipeline or process.
Managing Shared Email Inboxes
If you need to delete a shared email inbox from LeadSimple:
Access the Company Page under Settings: Navigate to Settings and then the Company page where your shared inboxes are listed. Look under "Email Settings".
Locate the Inbox: Find the shared inbox you wish to delete.
Delete the Inbox: Select the delete option next to the inbox to remove it from the system. Deleting an unused or unnecessary inbox helps streamline your email communication and keeps your system organized.
Fixing Email Issues in Shared Inboxes
When troubleshooting email sending and receiving issues for a shared inbox, you may need to decide between reconnecting the email integration or performing a fresh connect.
Reconnect: Attempting this can retain the original scopes and permissions. It is a quicker option but might not address cases where permissions are outdated or insufficient.
Fresh Connect: For a more robust solution, remove the email integration entirely and reconnect it from scratch. This ensures that all required permissions and scopes are correctly granted.
Recommendation:
Start by attempting the Reconnect option. If the issue persists, proceed with a fresh connect to ensure comprehensive permissions are applied. By following these steps, you can address common shared inbox issues and maintain smooth email integrations in LeadSimple.
Have any questions? Reach out to us using the chatbox in the bottom righthand corner of this page or email us at support@leadsimple.com.