General settings
This section helps you with general settings for your organization.
- Login to Zoho TeamInbox with your admin credentials.
- Click the Settings icon in the top right corner.
- Click More Settings.
- Click the Organization tab.
The following settings will be available for all your organization:
Organization Members
You can add/ remove members and manage the roles of all the members of your organization.
Team
You can create teams and add members to work in them. The team you've created will be listed in the left pane.
Inbox
Create shared inboxes for your channels of communication and add members to give them access across the inbox.
Channels
Zoho TeamInbox offers multichannel shared inboxes, allowing you to connect multiple communication channels to a single inbox and access all your conversations alongside emails in one place. Add channels to your organization and associate them with inboxes.
WhatsApp credit
You can purchase WhatsApp credits for your business WhatsApp channel.
Tags
Create tags and apply them to threads across inboxes, allowing better management of your threads.
Rules
Rules let you automate actions that you might perform repeatedly. Simply define the workflow, automate it, and you're good to go. You can create any rule and apply it to the threads in your team's inboxes.
Signatures
You can create a common signature for all the members in the team and have them assigned to specific email inboxes. Create multiple signatures for the same inbox, and while you draft an email, you can choose the signature that should be sent out.
Response template
You can pre-compose and save email templates that your entire team can use while responding to queries.
Deliverability status
You can manage your deliverability settings for the domains that you've added.
Delete organization
If you no longer need an organization in Zoho TeamInbox, you can delete it permanently, provided you have Administrator permissions. Deleting an organization removes all its associated inboxes, messages, team, and other settings.
Once you initiate the deletion, you have a 7-day recovery period to restore the organization if needed. Users with Organization admin or moderators permissions can restore the organization. During this period, you can recover all data without any loss. However, after 7 days from the date of actual deletion, the organization and all its associated data will be permanently deleted from our database and any linked dependencies. This action is irreversible, and you won't be able to retrieve the data once the retention period expires.
Steps to Delete Organization
- Log in to Zoho TeamInbox with your admin credentials.
- Click the Settings icon in the top right corner.
- Click More Settings.
- Click the Organization tab and select Delete Organization.
- Enter your Zoho account password and click Proceed.
- Click Delete to confirm the deletion or Cancel to stop.
Steps to restore the organization
- Log in to Zoho TeamInbox with your admin/moderator credentials.
- Click Recover and your account will be activated.
Note- Only the organization admin or moderators can recover the deleted organization.