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How to Set Email Permissions by Company Admin?

Updated today

A company-level setting that enables administrators to centrally control email functionality across the system; when disabled, all email permissions and actions are restricted for all company user, ensuring no email-related operations can be performed organization.

Uses of Email permissions

  • Allow administrators to enable or disable email functionality across the entire system from a single company-level setting.

  • Ensure users cannot access or trigger any email actions when the feature is turned off.

  • Provides a single point of control within company settings to manage email usage efficiently.

  • Maintains uniform email restrictions across all modules where email functionality is available.

Steps to Set the Email Permission by Company Admin

  1. Click the “Admin” tab in the top navigation bar of the CRM dashboard. Select the "Settings", from the Company Dashboard page.

  2. On the Settings page, When the “Allow Company Users to Send Emails” toggle is disabled, all email-related functionalities are restricted across the organization, preventing users from performing any email actions.

  3. Users will not have access to create or initiate emails through the Quick Action button when email permissions are disabled.

  4. The ability to send emails to multiple recipients is also restricted, ensuring that company users cannot perform bulk email actions under these settings.

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- Accountable Support

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