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How do I share my synced email with others?

Wealthbox Support
Wealthbox Support
  • Updated

To share the emails that sync from your email address to the email tab on a contact record, with everyone in your workspace:

  1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
  2. Select "Groups" in the sidebar.
  3. Select “Email Accounts.” 
  4. Click on the down arrow next to your individual account.
  5. Select "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.