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How do I share an individual email account with others?

Team Wealthbox
Team Wealthbox
  • Updated

To share your individual email address with everyone in your workspace, go to Email Settings>Email Accounts, and click on the down arrow next to your individual account> Sharing:

From there, set sharing to your Default Visibility Permission. You can also check the box to override existing sharing rules set on an individual contact basis. Note: Checking this box will override existing sharing rules that you may have set on individual contacts intending to keep them private.