Assign Team Members to a Shared Inbox
When emails land in a shared inbox, it’s pivotal to ensure they're assigned to the right team member for timely action. Our guide dives deep into the seamless process of assigning members to a shared inbox, ensuring you're leveraging collaborative emailing to its fullest potential.
1
Access Front Dashboard
Begin by logging into your Front account with appropriate administrative privileges.
2
Locate Settings
Inside Front, click on the gear icon (⚙️) found in the upper right corner to access settings.
3
Open 'Inboxes' Section
In the dropdown menu of settings, click on "Inboxes" or "Team Inboxes" to view all available inboxes.
4
Choose the Desired Shared Inbox
Scroll through the list of inboxes or use the search bar to find and select the shared inbox you want to assign members to.
5
Access Team Member Settings
Once you're inside the desired shared inbox's settings, locate and click the "Team Members" or similar tab/section.
6
Add Team Members
There will be an "Add" or "Assign" button (or a similar option). Click on it, and a list of all available team members will appear.
7
Select Members to Assign
Scroll through or search for team members. Tick checkboxes next to their names or click on them to add them to the shared inbox.
8
Configure Member Permissions (Optional)
For each assigned member, you might have options to set specific permissions, like "Can Reply," "Can Archive," etc. Adjust as needed.
9
Save Changes
After assigning all desired team members and configuring permissions, locate and click the "Save" or "Update" button to confirm your changes.
Effectively assigning members to a shared inbox is a game-changer in the world of collaborative communication. By following this guide, you've taken a substantial step in ensuring that your team handles incoming emails with agility and precision. Keep optimizing, and watch your team's productivity soar!