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Forward emails to team members

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Bonnie Wolfe edited this page Dec 7, 2022 · 25 revisions

Forwarding project account's Gmail

  • The organization gets a copy of all mail
  • The PMs get a copy of all mail
  • Any leads who need copies of mail can be added
  • You can also temporarily add members who need to see incoming messages. Usually that is a UX member on a project specific UX email account (e.g., [email protected])

Base forwarding to the organization

This should already be setup, which will look like this

If it is not setup, please do the following

  • log into email account for project
  • Access the 'Forwarding and POP/IMAP' tab through Settings
  • Click on 'Add a forwarding address' and follow steps
  • In the drop down, choose [email protected]
  • Click on 'Save Changes'

Forward emails from the project's email account to a person on the team

  • How to add someone to the email account for the project
    • Log in project email address (use 1password)
    • Go to settings (its the gear icon)
    • Go to See all settings
    • Go to Forwarding POP/IMAP: https://mail.google.com/mail/u/0/#settings/fwdandpop
    • Choose "Add a forwarding address" button
    • Add the person's personal email address (one by one for multiple team members)
    • Have person accept invitation in their personal email
    • after all the people you want to add have confirmed that they have accepted, reload gmail
    • Go to settings (its the gear icon)
    • Go to See all settings
    • Go to Filters and Blocked Addresses: https://mail.google.com/mail/u/0/#settings/filters
    • Choose "Create filter"
    • In the "To" field add the name of the project's email account you are in
    • Choose Create Filter
    • Choose Forward it to: Choose an address and select their personal email address from the drop down
    • Choose Create Filter (create a new filter for each team member)

Remove team members from forwarding

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