Account & Settings

mpurkayastha
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Setting up a new user but they can only send emails from admin email

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HI,

Im a new hubspot admin, previously familiar with Salesforce. Ive just started to add  a new user but when I set her up after she connected her email to hubspot, she can only send emails from my email address...not hers. She also sees every email that Ive recieved. How do i adjust so she is able to send emails from her email address and not mine/admin
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webdew
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Orientador(a) | Parceiro Diamante
Orientador(a) | Parceiro Diamante

Setting up a new user but they can only send emails from admin email

resolver

Hi @mpurkayastha ,

This should not happen. Would you mind going through these articles and trying to connect the personal email and check with user settings in the hubspot again
https://knowledge.hubspot.com/settings/add-and-remove-users
https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Setting up a new user but they can only send emails from admin email

resolver

Hi @mpurkayastha,

 

Would you share some more details on how you added her as a user and how she has connected her email address?

 

The correct steps can be found here:

Add and remove users

Connect your personal email

 

Could you confirm that both of you connected your personal inboxes and not by accident a team email channel / conversations inbox? The latter is shared among users while a connected personal inbox is tied to the user's email address.

 

If this is not it, could you share some more details of where this is occurring (on a contact record?) and potentially screenshots of email composer pop-up in HubSpot, with the incorrect sender address showing?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Respostas 2
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Setting up a new user but they can only send emails from admin email

resolver

Hi @mpurkayastha,

 

Would you share some more details on how you added her as a user and how she has connected her email address?

 

The correct steps can be found here:

Add and remove users

Connect your personal email

 

Could you confirm that both of you connected your personal inboxes and not by accident a team email channel / conversations inbox? The latter is shared among users while a connected personal inbox is tied to the user's email address.

 

If this is not it, could you share some more details of where this is occurring (on a contact record?) and potentially screenshots of email composer pop-up in HubSpot, with the incorrect sender address showing?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva
webdew
Solução
Orientador(a) | Parceiro Diamante
Orientador(a) | Parceiro Diamante

Setting up a new user but they can only send emails from admin email

resolver

Hi @mpurkayastha ,

This should not happen. Would you mind going through these articles and trying to connect the personal email and check with user settings in the hubspot again
https://knowledge.hubspot.com/settings/add-and-remove-users
https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Avaliação positiva