Wondering how you should establish your email sharing settings as a manager or executive team member? You have come to the right place!
By design, Nutshell is intended to serve as a collaborative tool for teams, but certain communications such as emails from HR or payroll are not meant to be shared.
Connecting your Nutshell account with Google
Would you like to take advantage of Nutshell's Google integration? Setting up this integration is a cinch, but as a manager, you'll want to make sure a few things are taken into consideration during your setup process.
You may also consider only enabling calendar sync from Nutshell to your native calendar, but not enabling the sync from your calendar back to Nutshell. This will prevent the automatic creation of people in Nutshell via the calendar event sync. Click here to learn more about limiting calendar sync for Google users.
Option 1: Set up Nutshell to send outbound messages and use the Google Chrome extension to push threads into Nutshell
Click the user icon in the lower left, then Your settings
Click Send under the Email section
Click Set up email with Nutshell
Follow the steps in the wizard up until the second step to connect your email with Nutshell
On step 3 in the wizard, click Maybe later
Follow these steps to download the Chrome extension to forward threads into Nutshell from inside your Google inbox
Option 2: Enable mail sync, sync only labeled messages into Nutshell and choose not to automatically share any messages with Nutshell
Click the user icon in the lower left, then Your settings
Click Send under the Email section
Click Set up email with Nutshell
Follow the steps in the wizard to connect your email, clicking Yes, sync my email after step 2
Under Which emails would you like to sync into Nutshell?, choose Just those I label Nutshell
Under Which emails should be visible to your team?, select None, I'll manually choose which to share
Follow these instructions to learn how to add labeled messages from your Gmail inbox into Nutshell
Additionally, you may add any sensitive email addresses to your personal blocklist which you know you would never like to see emails from inside of your account, even if they are forwarded into your Nutshell account by accident!
Connecting your Nutshell account with Office 365
Follow these instructions to connect your Nutshell and Office 365 accounts safely for managers or members of an executive team.
Option 1: Set up Nutshell to send outbound messages and use bcc@nutshell.com to pull inbound emails into your Nutshell account
Click the user icon in the lower left, then Your settings
Click Send under the Email section
Click Set up email with Nutshell
Follow the steps in the wizard up until the second step to connect your email with Nutshell
On step 3 in the wizard, click Maybe later
In your Outlook inbox, forward any received message to bcc@nutshell.com. We'll connect the message directly to the contact person's page, and to any open leads with them.
Option 2: Enable mail sync, manually share individual emails with your team from inside your Nutshell inbox
Click the user icon in the lower left, then Your settings
Click Send under the Email section
Click Set up email with Nutshell
Follow the steps in the wizard to connect your email, clicking Yes, sync my email after step 2
Under Which emails would you like to sync into Nutshell?, choose All of them
Under Which emails should be visible to your team?, select None, I'll manually choose which to share
From your personal Nutshell inbox, click Share in the menu on the right of any private emails you wish to make visible to your team
Additionally, you may add any sensitive email addresses to your personal blocklist on this page, which you know you would never like to see emails from inside of your account, even if they are forwarded into your Nutshell account by accident!
