Overview
Email Accounts shows mailbox information for the selected client. Internal SDRs get a read-only reference for active Primary or SDR accounts available to them, with sender details, connection status and copy controls. Other authorized users retain sender editing, mailbox connection and inbox responder settings.
How to use this page
Select the client
Pick the client in the switcher. Internal SDRs see only active Primary or SDR mailboxes available through their existing inbox access; internal SalesHive mailboxes are excluded. Other users see their available management view. The screenshot shows management controls.
SDRs: review sender and connection details
Read Email address, Account type, Sender name, Sender title, Sender phone and Connection. Missing details show Not provided. Connection may show SalesHive managed, Connected, Reconnect needed, Connection revoked, Connection needs attention or Status unavailable. Ask your manager or strategist about corrections or connection issues.
SDRs: copy details or open your signature
Use Copy email address or Copy sender phone beside an available value. View my client signature opens the selected-client signature preview. Use Settings to return to the hub. Copying does not change the saved account or connect a mailbox.
Edit sender settings
In the management view, with the required access: In the sender table, edit Sender Name, Title, Phone, and Type inline. Changes auto-save shortly after you stop typing, and the identity fields feed the senderName, senderTitle, and senderPhone signature merge fields.
Connect or reconnect a mailbox
In the management view, with the required access: Connect a Google, Microsoft 365, or SMTP/IMAP mailbox, or use Re-auth or Reconnect when an existing connected mailbox needs access restored.
Configure an inbox responder
In the management view, with the required access: For each Primary or SDR mailbox, choose an automation mode, optionally select a default meeting owner, add a mailbox booking URL, and record reply or booking instructions. The booking URL takes precedence over meeting-owner and deal links, except for a reliably attributed campaign link.
Choose a safe automation mode
In the management view, with the required access: Use Off to disable mailbox automation, Shadow evaluation to evaluate without acting, Draft for review to create reviewable drafts, or Live to arm sending. Live still cannot send unless the global live-send guard is enabled.
What the buttons do
- Copy email address / Copy sender phone
- SDR reference view: copy the available value without changing the account.
- View my client signature
- SDR reference view: open your eligible selected-client signature preview.
- Settings
- SDR reference view: return to the Settings hub.
- Sender name / Title / Phone / Type
- Management view only: Inline sender identity fields that auto-save and feed the senderName, senderTitle, and senderPhone signature merge fields.
- Connect a Google mailbox / Connect a Microsoft 365 mailbox / Connect via SMTP/IMAP
- Management view only: Adds a client's own mailbox as a sending account through the selected provider.
- Re-auth / Reconnect / Disconnect
- Management view only: Restores a connected mailbox's access, reconnects it when required, or removes its stored provider credentials.
- Automation mode
- Management view only: Sets an eligible Primary or SDR mailbox to Off, Shadow evaluation, Draft for review, or globally guarded Live automation.
- Default meeting owner
- Management view only: Sets the mailbox's fallback meeting owner, or leaves routing to the contact or deal default.
- Mailbox booking URL
- Management view only: Sets a mailbox-specific booking link, which overrides meeting-owner and deal links unless a campaign link is reliably attributed.
- Responder instructions / Booking instructions
- Management view only: Stores mailbox-specific reply guidance and booking or handoff guidance for the responder.