Add team inboxes

Yablo is focused on email collaboration, to do so, it is essential to setup team inboxes. Once setup, you can add co-workers to the team inbox and start working together on email conversations.

Navigate to your Yablo team inboxes by clicking on the Team Inboxes icon . 
Choose Open Yablo App. You now see your email conversation overview in Yablo. 

You can add two kinds of team inboxes in Yablo.

1.  Empty team inbox
   An empty team inbox is not connected to a 'real' mailbox. It only exists in Yablo. Simply move emails to this inbox to share them with your team, rather than forwarding them. 
   
   E.g. You are a file manager in an accountancy firm and receive a lot of emails with questions from customers. To answer them, you need advice from different experts in the company. Instead of forwarding the emails, you just move the email to the team inbox 'Experts' and assign an expert.
   
   
2. Team inbox connected to a Mailbox
   Use this option if you want to manage an existing mailbox together with your team. This can be a shared mailbox or a personal mailbox. 
   
   E.g. Your company has an customer service department. Customers can send their questions to [e-mail]. Once this shared mailbox is connected to Yablo, you can assign emails to set clear ownership, use comments to discuss them and work with shared tags to add more context to your conversations. All the emails in this shared mailbox will be shown in a Kanban overview for follow-up.

Your first team inbox

You already have one team inbox! Congratulations! 🎉
This actually is a default inbox that we made for you to help you get started with Yablo.

The 'Demo Inbox' is an empty team inbox that already contains some conversations. Go through each one of them and you are all set for some next level email collaboration. 🚀

 

Add an empty team inbox

To add an empty team inbox, follow the next steps:

• Click on the plus icon next to Team Inboxes in the black side bar.
• Choose Empty team inbox.
• Type a name for your new team inbox and click Next to confirm.

As great things in business are hardly ever done by one person, they are done by a team of people.
Add your co-workers to your new team inbox. 

 

Add a team inbox connected to a mailbox

To add an team inbox that is connected to an actual mailbox, follow the next steps:

• Click on the plus icon next to Team Inboxes in the black side bar.
• Choose Team inbox connected to a Mailbox.
• Type a name for the team inbox and enter the email address of the mailbox you want to add.
• Select the type of your team email account. You can choose between the following type of accounts:
  • Office 365 shared mailbox. Select this type if your team email account is a shared mailbox on Office 365. Note that this option requires consent from your system admin to proceed.
  • Office 365 user mailbox. Select this type if your team email account is an individual user mailbox that you would like to follow up with your team.
• If you selected an Office 365 shared or user mailbox, you need to enter credentials to access the group email account.
  • For an Office 365 shared mailbox, enter the credentials of your personal account. Please make sure that your account has access to this shared mailbox.
  • For an Office 365 user mailbox, enter the credentials of the primary account of that user mailbox.
• Your team inbox will be added to Yablo.

Yablo is asking me for admin consent?

The first time you (or another member of your team) tries to add an Office 365 shared mailbox, Yablo will ask you for additional permissions to access your shared mailbox. This is a consent that your system admin has to give.

• Yablo shows a Copy Consent button to copy the link that your admin needs to follow to approve the requested permissions. If you have the necessary admin permissions, you can follow the link yourself. If not, please send this link to your system admin.
• Once your system admin has approved the requested permissions, please click the Validate Consent button to continue. If you have closed the Add team inbox dialog in the meantime, you can simply start from the beginning.