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CNolan21
Member

Shared Inbox: Restricting Access to Sender Email Addresses

I have multiple emails linked to a team inbox, and because of this, my team keeps selecting the incorrect sender address, when sending an email. So the email will be coming from Brand A, when I want it to come from Brand B. 

I've tried to drill the practice of selecting the correct email domain into them, but when they're sending hundreds of emails per-day, they continue to forget. 

I'm wondering how I can limit their access to certain sender addresses. Specifically, I'm considering 2 options. 

1. Setting up a new team inbox, which they don't have access to. 

2. Limit their access to only be able to communicate on records that their team owns (see screenshot). However I'm worried that this may be overly restrictive, and cause bigger issues to fix a small one. 

Screenshot 2024-02-23 at 11.41.25 AM.png

Which, if either of these would limit their ability to send from certain team email addresses? Are there other options I haven't considered? Any and all help would be appreciated. 

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4 Replies 4
IlayKiriaty
Member

Shared Inbox: Restricting Access to Sender Email Addresses

Thanks... That's really disappointing and kinda basic, especially with HubSpot's very customizable permissions settings. 

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Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Shared Inbox: Restricting Access to Sender Email Addresses

Hi @CNolan21 I would connect each brand email to their own inbox and restrict access to each inbox accordingly.

 

The user permissions for what they can see won't limit which email they can send on behalf of.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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IlayKiriaty
Member

Shared Inbox: Restricting Access to Sender Email Addresses

Hello,

So is there no option of limiting users from using certain connected emails as their "sent from" email?

We have salespeople accidentally sending emails from a billing designated address which is a big issue.

 

Thanks!

0 Upvotes
Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Shared Inbox: Restricting Access to Sender Email Addresses

@IlayKiriaty From all the tests I've done I have not been able to restrict users from sending emails from a connected email address. 

 

The only workaround is creating a clear process where users are trained to update the "from" before sending the reply.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes