⏳ In early access for some Teamwork Desk accounts across all subscriptions.

What
Connect your work email as an individual inbox and import client emails into Teamwork Desk.
Why
  • Have a single source of truth for your client communications.
  • Collaborate with your team on important emails.
  • Easily create tasks for client requests and delegate when necessary.
Who
  • Site owners can create individual inboxes. They have automatic access to individual inboxes created by anyone, view the inboxes' tickets, and edit/delete the inboxes. 
  • Site admins and agents can create individual inboxes. They can edit and delete individual inboxes they create or are an inbox admin on.
  • Agents with access to an individual inbox can be granted inbox-specific permissions:
    • Read-only (allows users to view the inbox's tickets & add notes).
    • Read and reply (allows users to reply to tickets, forward tickets, and edit ticket options).
    • Inbox admin (allows users to manage the inbox's settings).
When
You need to manage client contacts and requests centrally.
What
Connect your work email as an individual inbox and import client emails into Teamwork Desk.
Why
  • Have a single source of truth for your client communications.
  • Collaborate with your team on important emails.
  • Easily create tasks for client requests and delegate when necessary.
Who
  • Site owners can create individual inboxes. They have automatic access to individual inboxes created by anyone, view the inboxes' tickets, and edit/delete the inboxes. 
  • Site admins and agents can create individual inboxes. They can edit and delete individual inboxes they create or are an inbox admin on.
  • Agents with access to an individual inbox can be granted inbox-specific permissions:
    • Read-only (allows users to view the inbox's tickets & add notes).
    • Read and reply (allows users to reply to tickets, forward tickets, and edit ticket options).
    • Inbox admin (allows users to manage the inbox's settings).
When
You need to manage client contacts and requests centrally.

Create an individual inbox

Step 1: Create the inbox

  1. Click your profile icon in Teamwork Desk's main navigation menu.
  2. Select Settings.
  3. Switch to the Inboxes tab.
  4. Click Connect work email in the view's top right.
    1. If you're a site admin/owner, click Add inbox, then select the Connect a work email option.

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  5. Select your email provider:
    1. Outlook
    2. Gmail
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  6. Click Next.
  7. Enter an inbox name.
  8. Toggle on the Import emails option to import emails (from the last 30 days) from the connected email account to the inbox. This is optional but can help you pick up where you left off with ongoing client communications.
     
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  9. Click Next.

Step 2: Sync emails

  1. Choose which emails are shared with the inbox:
    1. Show only client-associated emails: Allow people with access to the inbox to see only emails associated with the client's domain.
      📝 We recommend choosing this option for more control over the emails filtered into the inbox — a ticket reaches the inbox if a) the sender already exists as a Desk customer and is associated with a company, or b) the sender's email matches a domain assigned to a Desk company.
    2. Show all emails: Allow people with access to the inbox to see all emails associated with the connected account.

       
  2. Click Next.
  3. Exclude specific email domains. This prevents emails from those addresses being synced to the inbox.
     
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  4. Click Next.

Step 3: Connect your email account

  1. Log in to your email account.
  2. Check the Select all box to grant Teamwork Desk access to the account.
  3. Click Continue.

Step 4: Share the inbox

  1. Choose who to share the inbox with:
    1. Click the Select your teammates field.
    2. Click the plus beside each user you want to grant access to the inbox.


       
  2. Choose each user's permissions:
    1. Access (read only or read and reply)
    2. Inbox admin
  3. Click Finish set up.

Feature impacts

Feature
Individual inboxes
Reporting
In-app: Use the Exclude work emails filter to manage whether those tickets are included in reporting metrics.
 
API: Exclude inbox type 'individual inbox.' 
Ticket templates

Auto replies

Canned responses

Email signatures

Time tracking

Notifications

Turned off by default.
Happiness ratings

Available on Premium and Enterprise subscriptions. Turned off by default.
Triggers

Feature
Individual inboxes
Reporting
In-app: Use the Exclude work emails filter to manage whether those tickets are included in reporting metrics.
 
API: Exclude inbox type 'individual inbox.' 
Ticket templates

Auto replies

Canned responses

Email signatures

Time tracking

Notifications

Turned off by default.
Happiness ratings

Available on Premium and Enterprise subscriptions. Turned off by default.
Triggers

 

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