Practice-wide Shared Email Account
If you have a practice-wide email account (for example,
firstname.lastname@example.org or email@example.com ) which multiple people edit and reply from, but it is no one person’s primary email account, the following steps explain how to set this up so that users can access emails from this account through FYI.
Refer also to
for additional scenarios and for information on setting up aliases. How can we use a Shared Mailbox?
The practice-wide email address (for example,
) must have an active user account in FYI. You can add a user directly in FYI (refer to firstname.lastname@example.org ). Managing Users The email address must have a Microsoft account.
A user must sign in to this account at least once and set the user settings AutoFile mode to "In Tray Review". Refer to Individual Settings and Status .
3. Then share the In Tray of this shared email account with all other users that need access to this account's emails. These are added in the
My Settings - Share tab. Refer to . Sharing your In Tray
Was this article helpful?
2 out of 3 found this helpful
Return to top
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, merge fields, automation, primary contact, sync