Sharing a template with a team member

Steps for sharing an email template

If you have created an e-mail template and want to share it with a member of your team so that they can also use it, you can do so as follows:

1.- Log in to your InboxPro’s dashboard and click on the "Templates" section of the menu.

2.- In the next screen, click on the three dots in the right corner of the template you want to share and when the menu appears, click on "Share".

3.- When the pop-up appears select if you want to share it with "Everyone in the team" or "Select people individually". You can specify as well if this person will have permissions for editing it or not.

4.- To see the shared templates, scroll down the options by clicking on the arrow that appears in the upper right margin of the templates screen and then click on "Shared with me".

5.- If you want you can also share a folder of templates with team members, delete them or rename them by clicking on the three dots.

(*) Important: see the article "Organizing templates" to learn how to organize e-mail templates in different folders.