Manage Team Members' Integrated Inboxes

Add Integrated Email for a Team Member

Team members can connect their own inboxes by following the steps in these articles (for Outlook or Gmail) or an Admin can setup the inboxes for them. When emails are sent to or from contacts in your Kizen account, the emails will display on the Timeline. 

  1. Select Settings from the top menu bar
  2. Select Privacy Settings

Settings___Privacy_Settings.png

  1. In the Integrated Inboxes section, select Add Integrated Email

Add_Integrated_Email.png

  1. Select the Team Member
  2. Select the Email Provider (Gmail or Outlook)
  3. Follow the prompts for Gmail or Outlook

Select_Team_Member_and_Email_Provider.png

Delete Integrated Email for a Team Member

If a Team Member should no longer have their email inbox connected to Kizen, an Admin can delete the connection using the steps below. Deleting a team member's integrated inbox will also delete any previously logged emails on your Kizen timeline. 

  1. Select Settings from the top menu bar
  2. Select Privacy Settings

Settings___Privacy_Settings.png

  1. In the Integrated Inboxes section, find the team member
  2. Select the ...
  3. Select Delete

Delete_Integrated_Email.png

 

Block Outgoing Emails for a Team Member's Integrated Email 

If a Team Member should no longer have their email inbox connected to Kizen, an Admin can delete the connection using the steps below. 

  1. Select Settings from the top menu bar
  2. Select Privacy Settings

Settings___Privacy_Settings.png

  1. In the Integrated Inboxes section, find the team member
  2. Select the ...
  3. Select Block Outgoing Emails

Block_Outgoing_Emails.png

 

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