Shared Inbox: Restricting Access to Sender Email Addresses

[CNolan21]

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. 

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. 

 

[Kierstin]

The more an account uses HubSpot the more this starts to happen. This is an important feature to keep contact communication from getting very confusing and logged incorrectly. 

[BSlicker]

This is ESSENTIAL! Upvoted. 😁

[IlayKiriaty]

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

[Jnix284]

Completely understand your frustration @IlayKiriaty and recommend adding your feedback to/upvoting this idea for the product team to consider

[Jnix284]

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.

[IlayKiriaty]

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!

[Jnix284 · Accepted solution]

@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.