Features & Systems

Teams — Workspace Collaboration

Create teams, invite members, and share cleanup rules and email templates across your organization.

What Is Teams?

Teams lets you create workspaces where multiple TridentInbox users can collaborate. Share cleanup rules, email templates, and best practices across your organization.

Creating a Team

  • Navigate to Teams from the sidebar
  • Click "Create Team"
  • Enter a team name and optional description
  • Your team is created and you're automatically the owner

    • Inviting Members

  • Open your team
  • Click "Invite Member"
  • Enter the member's email address
  • Choose their role: Admin or Member
  • They'll receive an invitation to join

    • Roles

    • Owner: Full control including deleting the team. One owner per team.
    • Admin: Can invite/remove members, manage shared resources, and edit team settings.
    • Member: Can view and adopt shared rules and templates.

    Shared Resources

    Shared Rules

    Team admins can create cleanup rules that are shared with all members. Members can adopt these rules into their personal Patrol configuration. This ensures consistent email hygiene across the organization.

    Shared Templates

    Team admins can share email templates that all members can use in Trident Scribe. This maintains consistent communication quality and saves time on common email types.

    Use Cases

    • Sales Teams: Share cold outreach templates and follow-up rules
    • Support Teams: Share response templates and ticket categorization rules
    • Executive Teams: Share delegation templates and priority screening rules
    • Company-Wide: Share newsletter cleanup rules and security screening policies

    Related Documentation

    Fleet — Multi-Account Management

    Connect and manage multiple Gmail and Outlook accounts from a single dashboard.

    Read Receipts — Email Tracking

    Track when recipients open your emails with optional read receipt tracking on sent messages.

    Scheduled Dispatch — Timed Sending

    Schedule automated inbox reports and email dispatches to be sent at specific times.

    Ready to Try It?

    Now that you know how it works, put it into action. Start managing your inbox like a pro.