How do inboxes work across users?

Explanation on how connecting sender accounts across separate users works inside of Uptics

Add and connect any inbox (email account) under the User account that you want to manage the inbox and replies. The user who has the inbox connected will receive all replies sent to that inbox inside of their Consolidated Sales Inbox inside of Uptics. This consolidated inbox will show all replies for any inbox that the user has connected through their account.

As an admin, you can see all of the inboxes connected under your entire Company on the WarmUp page via one of the following methods:

  1. Look at the profile picture to the left or hover over the profile icon to display what user owns the inbox and has it connected under their account

  2. Run a filter on the WarmUp page to filter inboxes connected by one or more users of your choosing.


Because the inboxes have to go through authorization during the connection, the capabilities of managing replies sent to these inboxes can only be conducted under the user account that added and authorized them, with the replies showing up in the consolidated sales inbox as mentioned above.

To change the user that is in charge and responsible for a particular inbox, simply disconnect the inbox from whatever account it's currently in, and connect it from the other user profile when logged in, and you'll be good to go!

To remove an inbox, simply hover over the inbox you want to remove and select the trash icon.

To add a new inbox, follow the steps in the video here.

Uptics has added a team inbox feature that eliminates the need to remove a connected inbox from one user account and add it under another user account.

This feature allows you to denote an inbox as a team inbox, and it will be accessible to any user that is part of the specific team denoted for that inbox.

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