We have an Administrative Assistant who has shared access to our 3 Partner’s email inboxes. She has been helping them by doing an initial overview of their inbox to identify emails that could be delegated out to other members of the team or easy client requests that she could take care of herself. This was designed to help alleviate Partner time spent reviewing emails.
Since the mailboxes aren’t set up as true “Shared Inboxes” and the email address is already tied to the Partner’s Karbon account, the Administrative Assistant doesn’t have access to their Triage in Karbon. Now the Partners are back to spending too much time delegating items out of their Triage.
Does anyone else have a similar situation or know of a solution that might work within Karbon?
Thanks!