Email access lets staff ask a question by sending an email and receive an answer back in the same thread. It is useful for team members who prefer email or who do not log in to the portal often.
How email access works
Your account is given its own email address for questions. Staff simply email that address and receive a reply drawn from your policies.
How to set it up
- 1Open Settings and find the Email section.
- 2Note the email address shown for your team. You can share this with staff.
- 3Add the email addresses of the staff who are allowed to use it to the approved senders list.
- 4Save your changes. Approved staff can now email questions straight away.
Only approved senders can use email access, which keeps your account secure.