Manage teams
Organize mailboxes in teams for easier analysis
Teams in Email Meter offer a way to group mailboxes for an easier analysis. By creating teams, you can easily filter and analyze the statistics of specific teams or a combination of teams on your dashboard.
They are designed to bring together mailboxes that regularly collaborate, typically reflecting internal company structures like Customer Success, Operations or Marketing. It’s up to you how to organize your teams, and mailboxes can be part of one or many teams at once.
Basics
On Settings > Teams, you’ll find a list of your current teams. If you still don’t have any teams you will be prompted to create one.
Creating a team
You can create a new team by clicking + Create new team on the Settings > Teams page.
You just need to give a name to the team and select the mailboxes that should be part of it.
Editing teams
Teams can be rearranged at any moment by clicking on the three-dot icon next to their name and choosing Edit team. You can change the team name and add or take away mailboxes.
Removing a team
To remove a team, click on the three-dot icon next to their name and choose Remove team. A modal will open to confirm the action.
Filtering by team on the dashboard
Once teams are created, analyzing the statistics of a specific team on your dashboard is simple.
On the filter bar of your dashboard, you’ll find a Teams filter. Here, you can select the team or teams you’re interested in analyzing.
Once a team is selected, the dashboard will reflect the metrics corresponding to the mailboxes within that team.