In this guide, you will find instructions for IT pros on how to deploy, activate, create a team & invite members, and manage Shared Email Templates for your Microsoft Outlook users.
Before you start, bear in mind that Shared Email Templates includes two components:
As an admin, you can create teams, invite users, manage access permissions, manage subscription keys, close teams. Your first step is to create an account:
You can activate your subscription on receiving your subscription key. The number of users that a key is intended for depends on the number of subscriptions it covers.
You can create a team and, optionally, encrypt it. To do this, you will enter and confirm the Team Password.
Here is more information on why we recommend encrypting teams:
When your team is created, you can invite users manually by entering their emails and checking permissions:
Or you can import a .CSV file with all the emails and permissions:
As soon as you click the Send invite button, your colleagues will receive an invitation to join the team. This is how it looks like:
To secure your privacy, we do not pass the password and key automatically, so this is your responsibility to communicate them to your colleagues. However, we've created an easy way for you to do that. The built-in New team member welcome email template in your My Templates folder will help.
You can change the team members' permissions, remove them from the team, edit your team or close it: