Purpose:  We will discuss the multiple ways that Kizen allows you to Manage your Team Member's Integrated Inboxes. Team members can either connect their own inboxes, or they can assign Admin privileges to other team members in the Sharing Settings of their Inbox. This allows other team members to add or delete an Integrated Email on their behalf. It is also possible to Block Outgoing Emails for a Team Member's Integrated Email. When emails are sent to or from contacts in your Kizen account, these emails will be display on the Timeline

Email Integration Overview

Team members can add Integrated Email accounts for their own inboxes by following the steps in these articles (Outlook or Gmail) or they can have an Admin to set up the inboxes for them. The Admin can also Delete an Integrated Email on a team member's behalf. It is possible to assign Admin privileges to other team members when creating your Inbox. It is also possible to Block Outgoing Emails for a Team Member's Integrated Email. When emails are sent to or from contacts in your Kizen account, these emails will display on the Timeline

Key Features

Add Integrated Email for a Team Member 

To Add an Integrated Email for a Team Member, you can navigate to here. Follow these steps: 

1. Select Settings from the top menu bar.

2. Select Privacy Settings. 

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

4. Select the Team Member.

5. Select the Email Provider (Gmail or Outlook).

6. Follow the prompts for Gmail or Outlook.

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. To Delete an Integrated Email for a Team Member, you can navigate to here and follow these steps: 

1. Select Settings from the top menu bar.

2. Select Privacy Settings. 

3. In the Integrated Inboxes section, find and select the Team member.

4. Select Delete.

6. Confirm Deletion.

Block Outgoing Emails for a Team Member's Integrated Email

To block outgoing emails in an integrated email for a Team Member, you can navigate to here and follow these steps: 

1. Select Settings from the top menu bar.

2. Select Privacy Settings.

3. In the Integrated Inboxes section, find and select the Team member.

4. Select Block Outgoing Emails. 

Using Product

There are 3 ways to Manage Team Member's Integrated Inboxes:

1. Add an Integrated Email for a Team Member.

2. Delete an Integrated Email for a Team Member.

3. Block Outgoing Emails for a Team Member's Integrated Email.

Summary:  You can add an Integrated Email for yourself or another team member in the integrated inboxes section of privacy settings. You can also delete an Integrated Email for yourself or another team member and Block Outgoing Emails for a team member if you have the Admin role. To learn more about the Admin role Click Here  

Add Integrated Email:

How do I connect my Google email?

How do I connect my Outlook email?