Train your teammates
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
Switching to Gmelius
How to create a shared inbox
How to convert a Google Group into a shared inbox
Manage emails in your shared inbox
Manage users of a shared inbox
How to send emails and reply from a shared email address
How to stop sharing an email conversation
How to rename or delete your shared inbox
How to create an email alias
How to consolidate multiple email addresses into one shared inbox
Prevent forwarded emails from being shared
Understanding shared inboxes
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to add attachments in boards
How to use automations with Boards
How to delete a board
Shared Gmail Labels
How to create Gmail shared labels
How to edit your shared labels
How to manage and apply shared labels
Prioritise a shared label
Notes and @mentions
How to create and use tags
Understanding the difference between a shared inbox and a shared Gmail label
How to use workspaces?
How to share a draft in Gmail?
How to use shared conversation permalinks?
Emails are not arriving in the shared inbox
How to be notified of assigned emails?
How to view the full history of a shared email conversation?
How to use the multiple inbox view
Pin the "Mine (all)" in your inbox
Rules and SLAs
Understanding Gmelius Rules
How to create a rule
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically assign emails
How to create and use email templates
How to create and use email snippets
Manage your email templates
How to insert images in a template
How to add attachments to a template
How to create a meeting
How to schedule meetings from your inbox
How to share and edit meetings
How to connect your Zoom account to Gmelius Meetings
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to unthread emails in a sequence
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link to a campaign
Why my campaign is not sent to all contacts?
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
CRM Integration (Bcc rules)
Account & Billing
How to add and manage users
Roles and permissions
How to transfer a Gmelius subscription to another account
How to cancel your subscription
How to uninstall Gmelius
How to permanently delete your Gmelius account
Difference between my legacy plan and the current ones
How to update my billing details
Accepted forms of payment
Do you offer any discounts or coupons?
How to upgrade to a paid plan
FAQ & Quick Fixes
Gmelius is not visible in Gmail
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
How to know if my issue is related to a conflict or not?
Gmail is slow
User showing as inactive
Legal & Policies
Why is authentication required?
Is Gmelius HIPAA compliant?
Gmelius SLAs and System Requirements
Feature Deprecation Process & Policies
Google Advanced Protection
Is Gmelius GDPR compliant?
What happens at the end of my trial?
How to contact support?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
In this page
Updated by Gmelius
Types of Roles
Company Roles (Default)
Plan: Growth & Above
- Admin: An admin is the owner of the Gmelius subscription. As such, she/he can add or remove users, and map users to roles. By default, an admin also has access to account management and billing information.
- Manager: A manager has access to team reports, user management and billing information.
- Subscription Reports: They can review team performance through access to all analytics.
- User: This is the default role assigned to all users added to an account. Users are are allowed to manage and respond to conversations.
All roles in Gmelius allow you to be the owner of shared inboxes/ labels. The owner can create and configure shared mailboxes and shared labels from their respective dashboard.
Team Roles (Custom)
- Team Admin: They can manage their respective teams' users, assign roles and access analytics.
- add / remove users to their teams
- create sub-teams within their teams
- assign roles within their teams and sub-teams
- Team Reports: They can review team performance through access to analytics.
- User: Users are are allowed to collaborate directly with their teams, and not with the whole list of users in their Gmelius subscription.
For example, you can organize your Gmelius subscription with Teams for each company department, and create separate shared inboxes, shared labels, templates, boards, and sequences for each team.
Plan: Growth & Above
As an admin of your subscription, you can change your teammate's status to a "Manager" and delegate responsibilities, from "Billing" to "User Management".
- Go to your Account and select the tab Company
- Under Action column click on Edit (pencil icon).
- Under Company Roles, select