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Choose Communications Settings for Your Team

Decide whether your team can email and text from Wizard Application, let people connect their own mailboxes and keep personal accounts out.

  • Απαιτεί Standard ή ανώτερο
  • Περίπου 5 λεπτά

Communications settings apply to the whole workspace. An administrator chooses them once, and they decide what everyone else can see and send.

Before you start

Communications is on the Standard, Professional and Enterprise plans. You need permission to change application settings.

Find the settings

Go to Settings, open Application Settings and scroll to the Communication & Messaging section.

Choose what your team can do

  1. Turn Communications on or off

    Enable Communications lets people use the inbox and send emails and texts. When it is off, the inbox and every compose action are hidden and blocked across the app.

  2. Let people connect their own mailbox

    Switch on Allow users to connect their own email accounts so each person can link their Outlook or Google mailbox and send from their own address. If Communications is off, this keeps a limited inbox for connected accounts.

  3. Keep personal accounts out

    Switch on Restrict to the user's own email address so people can only connect the mailbox that matches the email on their Wizard Application account. This blocks personal Gmail and Outlook accounts.

Save your changes.

Mailboxes need your Google or Microsoft integration. For Google mailboxes, the Gmail API must be enabled with the gmail.readonly and gmail.send scopes. For Microsoft, the app registration needs the delegated Mail.Read and Mail.Send Microsoft Graph permissions.

Once the settings are in place, see Send Emails and Texts to connect a mailbox and send your first message. For more, see communications.

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