There are three different ways to share full email content with your team.

Granting access to a single Email

  1. Open the email you would like to share on the relevant record page.
  2. Select Manage Access in the top left of the email box.
  3. Select Everyone or the exact Members who need access.

Granting access to an entire Record

  1. Go to the email tab of the relevant Contact or Company record page.
  2. Select Manage Access in the top right of the tab.
  3. Select Everyone or the exact Members who need access.

Accepting an Access Request in Notifications

  • Go to Activity on your navigation panel.
  • Move to the Requests tab.
  • Select Accept or Deny to requests from your team members.

Things to Consider

  • Members will receive notification when new content has been shared with them.
  • Accepted requests will grant access only to the requester.

Related Articles

  • Requesting Email Access

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