⏳ 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 |
|
Who |
|
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 |
|
Who |
|
When | You need to manage client
contacts and requests
centrally. |
Create
an individual inbox
Step
1:
Create the inbox
- Click your profile
icon in Teamwork Desk's main
navigation menu.
- Select Settings.
- Switch to
the Inboxes tab.
- Click Connect work
email in the
view's top right.
- If you're a site admin/owner, click Add inbox, then select the Connect a work email option.
- Select your email provider:
- Outlook
- Gmail
- Click Next.
- Enter an inbox name.
- 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.
- Click Next.
Step 2: Sync
emails
- Choose which emails are shared with the inbox:
- 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.
- Show all emails: Allow people with access to the inbox to see all emails associated with the connected account.
- Click Next.
- Exclude specific email domains. This prevents emails from those addresses being synced to the inbox.
- Click Next.
Step 3:
Connect your email account
- Log in to your email account.
- Check the Select all box to grant Teamwork Desk access to the account.
- Click Continue.
Step 4: Share the
inbox
- Choose who to share the inbox with:
- Click the Select your teammates field.
- Click the plus beside each user you want to grant access to the inbox.
- Choose each user's permissions:
- Access (read only or read and reply)
- Inbox admin
- 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 | ✗ |