You need the Manage members permission to edit membership.
Adding members to an inbox
- Go to Settings > Inboxes
- Select the inbox by name
- Open the Members tab
- Add the team member or members who need access
Frequently asked questions
A team member says conversations are missing. What should I check first?
A team member says conversations are missing. What should I check first?
Check membership before anything else. Missing conversations in a single inbox is almost always a membership gap rather than a routing or sync problem.
Do members need to log out and back in after being added?
Do members need to log out and back in after being added?
No. Access takes effect immediately.
Does removing someone from an inbox affect conversations already assigned to them?
Does removing someone from an inbox affect conversations already assigned to them?
Removing a member takes away their access to that inbox. Reassign anything they were actively handling so it does not sit unattended.
Why can I see the Members tab but not change anything on it?
Why can I see the Members tab but not change anything on it?
Editing membership requires the Manage members permission. Ask a workspace admin to grant it or to make the change for you.