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 license keys, close teams. Your first step is to create an account:
When you have received your license key, you can activate your account. One license key may be activated for several users depending on the subscription plan. Each of your users should activate the key for their account:
You can create a team and, optionally, encrypt it to secure your privacy. To do this, you will enter and confirm the Team Password.
How to create and manage teams
Here is more information on why we recommend you to encrypt your teams:
Encryption and your data protection
When your team is created, you can invite users manually by entering their emails and checking permissions:
How to invite team members manually
Or you can import a .CSV file with all the emails and permissions:
How to import emails and permissions
As soon as you click the Send invite button, your colleagues will receive invitations 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 pass the keys. 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:
