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 create a shared inbox for a primary email address
How to create a shared inbox for an alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
Troubleshooting a Shared Inbox created from a Google Group
Manage users of a workspace
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
How to manage your shared inbox with the Board View
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 create a board of your inbox
How to add attachments in boards
How to use automations with Boards
How to delete a board
Shared Gmail Labels
How to share Gmail labels
How to edit your shared labels
How to manage and apply shared Gmail labels
How to filter emails in shared label by assignments or status
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 avoid double replies
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 see emails both in a workspace and in your regular inbox
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically assign emails
How to add and use business hours
How to create and share email templates
How to create and use email snippets
How to use a template in Gmail
How to insert images in a template
How to add attachments to a template
How to add smart variables to a template
How to manage your email templates
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
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
Gmelius 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
Custom roles and permissions
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 loading
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
Workspaces created before April 2021
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
Default roles and permissions
Super admin: A super admin is the owner of the Gmelius subscription. As such, a super admin can add or remove users, as well as map them to roles. Also, a super admin can create, manage or delete all company's workspaces, and access their analytics. Moreover, a super admin can create and manage tags, integrations, as well as automation tools, like rules, templates, sequences, meeting types, and campaigns. Last but not least, a super admin has access to account management and billing information.
- User: This is the default role assigned to all members of a Gmelius account. By default, users are allowed to manage and respond to conversations, create and manage their workspaces, create automation rules for workspaces they are part of, as well as create other automation tools, like email templates, sequences, and campaigns.
Super admin and User roles are part of default Company roles, available on all plans. More Company roles are available on Growth and Pro plans.
Available on Growth & Pro plans
- Admin: The admin role can be assigned to a user by a super admin. An admin has the same rights as the super admin, except for the account deletion.
- Company Analytics Manager: They can review team performance, including the performance of all company's workspaces, teams, and tags.
To manage Company roles, head here: https://gmelius.io/account/roles
Gmelius allows you to organize your account into Teams - without complicating your billing and subscription. For example, you can organize your Gmelius subscription with Teams for each company department, and create separate shared inboxes, shared labels, templates, and sequences for each team. Learn more about Teams.
If you decide to organize your account into Teams, you can also map users to the default Team roles or create your custom ones.
Available on Pro plan only
- Team Managers: They can manage their respective team users, create sub-teams, as well as assign roles, and access analytics within their teams.
- Team Analytics Manager: They can review team performance, including the performance of all team's workspaces, sub-teams, and tags.
To manage Company roles, head here: https://gmelius.io/account/roles
How to create custom roles
If you are on the Pro plan, you can create Custom roles, both, as part of Company and Team roles. Do to so, access https://gmelius.io/account/roles and click
+ New Company role or
+ New Team role
Once the new window is open:
- Create a role name
- Tick permissions you'd love the new role to have
How to map users to their roles
To map users to their roles, head to https://gmelius.io/account/team