In this article, you'll discover who has access to your Triage, how to effectively share information received in Triage, and steps to share a central inbox, like a support or sales email.
Index
Access to Triage
Triage acts like a powerful inbox: it includes your emails, notifications and mentions; in other words, everything that relates to you and requires your attention.
Only you have access to your Triage and emails unless you share them by
Adding the contact to your account
Assigning the email to a colleague
Adding the email to a work or contact timeline or
Auto-sharing to that contact
Sharing an inbox
If multiple colleagues on your team share one central generic group email address, consider setting up a Shared Triage in Karbon:
Shared Triage in Karbon allows you to connect additional email inboxes and invite team members to collaborate seamlessly. This feature ensures that each email has a designated owner, reducing the risk of multiple responses or overlooked messages.
To set up a Shared Triage:
Navigate to Settings and select Shared Triage.
Click "Add Shared Triage" and enter a name for easy identification in your Triage sidebar.
Configure sharing settings as needed (default is 'Always Share').
Connect your email accounts (Office or Gmail) with the necessary credentials.
Invite colleagues to collaborate by adding them to the Shared Triage. They'll have access to manage emails from connected accounts and can send messages from those addresses.
This setup enhances efficiency and clarity in team communications, ensuring every email is managed effectively within Karbon's collaborative environment.
Setting up Email Aliases
If you have set up an alias email address in your email client, we can update your Karbon account to allow you to choose what address a new email will be sent from.
Karbon will need to know the details to set this up in your account.
Just drop us a note in Help & Feedback (Main Menu > Help & Feedback > Still can't find what you need?) to start a new conversation with an agent, and give us the following information:
The primary email address you use for Karbon
Alias email address to be added
Would you like this alias to become the default address for messages?
Would you like to be able to send messages from this alias?
We'll alert you once we've made the update on our end and you'll be able to click the arrow next to your default address and select the email address you would like to use. You may have to log out and back in to see the change.
Whatever email address you select, your Karbon username will still appear as the sender on your recipient's end. Your email signature will be the same for both email addresses.
This alias feature specifically relates to alias addresses set up in your email client. It does not allow addresses from two different accounts to be merged in a single Karbon login.
Remote managing emails through Gmail
For firms using Gmail, it is possible to remote manage email accounts on other domains. Once you've confirmed in Gmail that your regular email account can send and receive messages on behalf of a remotely managed address, you can submit a request for that address to be added as an alias to your account. Outlook/Exchange does not currently support this type of remote management.