Hello Karbon Community,
I have a fairly new team member and am wonder if there is a way for me, as the admin, to set up auto sharing of his emails or is that a setting that only he can control. I am hoping that this is something that someone here has dealt with before.
Thanks in advance.
There’s no way in the system to set up auto-sharing of email for a staff member, but I did just discover that you can request the contacts bulk update report from Karbon support, and there’s a place on that spreadsheet that they send you where you can turn on email sharing for a staff member. I discovered that one of my staff members was not sharing their email and made the change.
Here’s the webinar where Ian talks about it:
Does that help at all?
Good to know I can also handle on the spreadsheet.