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Email Sharing Settings: Control Who Sees Team Emails

What are Email Sharing Settings?#

When a team member sends an email to a contact directly from a contact record, that email is logged in the contact's activity timeline. Email Sharing Settings control who else on the team can read those logged emails.

This matters when you have:

  • Account managers who should only see emails they personally sent

  • Team leads who need visibility across their team's communications

  • Support agents where full transparency is required for handoff continuity

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Email sharing settings apply to individual emails sent from contact records, not to campaign emails. Campaign analytics are always visible to users with the appropriate permissions.

The sharing options#

Navigate to Settings → Marketing Channel → Email → Sharing. The page shows your team's current email sharing permissions.

The sharing options

Configure sharing at two levels:

  • Organisation-level default — click Preferences to set the default sharing behaviour for new users. The sharing types are: Private (no one else sees them), Public (everyone, with a Read / Read-Write / Read-Write-Delete access level), Custom (only the roles and users you pick), and User's Choice.

  • Per-user override — adjust sharing permissions for individual team members where the organisation default is not appropriate

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Set a sensible organisation default first, then override for exceptions. Many teams keep the default at Private and switch specific users to Public or Custom where shared visibility is needed. (Note: User's Choice currently behaves as Private until the user sets a preference.)
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Email sharing settings take effect immediately. No restart or re-login is needed. Existing logged emails follow the new permissions from the moment you save.

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