Setting up Email Preferences

Note

1. Emails of users in a role will be shared with the members in the immediate superior role by default. This cannot be edited.
   
2. If the sharing permission is modified for existing users then their previous permissions will be overwritten.
   
3. If an existing user's sharing permission is updated, such that there is a mismatch between the permissions given to the user and his role, then the role based permission will take precedence.
   

To set email sharing preferences

1. Go to Setup > Channels > Emails > Email Configuration > Email Sharing.
   
2. Click Preferences.
   
   
3. Go to a particular role and under Sharing, select a permission from the drop-down list.
   
   
4. Enter the Excluded Domains and click Done.
   This option will appear only if you choose sharing permission as Public.
   
5. Under Emails Shared with Click to update hierarchy.
   You will not get Click to update hierarchy if the sharing permission is set as Private.
   
   
6. In the Email Sharing Setting page, select Roles, Peers or Subordinate roles.
   
   
7. Click Show Users and select the desired users, if you want to share with few users.
   
   
8. Click Done.
   
9. Click Apply now and select New & existing users or New user's only.
   
   
10. If you choose New & existing users, click Proceed in the alert popup.
    
    
11. Click Revert to reset the sharing permissions.