Guide
Connect an email account
Bring a Gmail, Outlook, or IMAP mailbox into your shared inbox.
Before you start
- You need the Admin role to connect an account.
- Find it under Settings, in Integrations, on the Email tab.
Settings › Integrations › Email: your connected mailboxes.
Connect Gmail or Outlook
Add an account
Go to Settings, then Integrations, open the Email tab, and click Add Account. Turn on “This is a shared team inbox” if the whole team should see and reply from it.
Choose your provider
Click Gmail or Outlook. You are taken to the provider to sign in.
Grant access
Sign in and allow WorkWiser to read and send mail. You return to WorkWiser and the account shows as connected.
Connect any other mailbox over IMAP
Pick Other (SMTP/IMAP)
Click Add Account, then choose Other (SMTP/IMAP).
Enter the server settings
Fill in the IMAP and SMTP host and port. Presets for Yahoo, iCloud, and Zoho fill these in for you.
Add your credentials and test
Enter your email address, a display name, and your password, then click Test Connection. When it passes, click Connect Account.
Good to know
Gmail and Yahoo need an app password for IMAP, not your normal password. Create one in your account’s security settings.
A shared inbox is visible to the whole team, and read and archive stay in sync for everyone. A personal inbox is yours alone.
Give each account a color from the swatches on its card. That color tags the account’s conversations throughout the inbox, so a team running several mailboxes can tell them apart at a glance.
A new account loads your recent mail, then keeps up in real time. If an account ever shows an error, open its menu and choose Reconnect.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.