How to set up Unibox for teams

View shared mailboxes

Unibox is our built-in email client designed to help you manage communications across multichannel campaigns.

You can connect and sync multiple email accounts — whether used within Snov.io or external mailboxes — so your team can handle deals more efficiently. This lets team members read replies and respond to leads directly from the Snov.io dashboard, keeping everyone updated on ongoing conversations.

In the Unibox settings, select the mailbox status and the syncing period.

Email visibility

Choose whether your mailbox and its emails will be visible to other team members. You can update this setting at any time.

• Shared: The mailbox and its emails are visible to team members who have the appropriate permission.

• Private: Only you, the account owner, can view the mailbox and its emails in your Unibox. It is hidden from all other team members, including the team leader.

Sync history

Select how much email history you'd like to sync to Snov.io — from 3 days up to 6 months.

Step 2. Manage team settings

To complete the Unibox setup, check your permissions in the Team settings.

By default, new team members can only see their own records. This is the "View own records" access level.

View team records – The member can see all mailboxes that other team members have marked as Shared.

Only own records – The member can see only the mailboxes they’ve connected themselves.

The team leader automatically has "View team records" permission. However, even team leaders cannot view the mailboxes of other members with a private status.

If you're the Team leader, update permissions for specific members to allow them to view shared mailboxes.

If you're a Team member, contact your team leader and ask to change your access level. You can find your team leader's email at the top of the My Team page.

Member permissions are managed by the team leader. Only team members with the proper permission access can view shared mailboxes, prospect lists and campaigns.

Step 3. View shared mailboxes

Go to the Unibox page to view all connected mailboxes. Unibox syncs your entire email history - not just Snov.io campaigns. This includes all messages from both your inbox and sent folders.

Team members with permission can view emails in shared mailboxes. However, only the mailbox owner can:

• Pause or resume sync for their mailboxes
• Manage their conversations
• Send new emails from their accounts
• Reply to their leads

Good to know:

Email read/unread status only syncs once during the initial setup. After that, changes won't sync between Unibox and Gmail. For example, if you read an email in Unibox, it will still appear unread in Gmail. When viewing a team member’s mailbox, mark their emails as unread in Unibox so they don’t miss anything.

What team leaders can do in Unibox:

• Set the permission level for other team members

• Add and manage their own mailboxes, pause or resume sync and clear synced emails

• View other members’ email conversations if their mailbox is set to shared

• Send new messages and reply to their own leads (with whom they have a conversation in their inbox)

What team members can do:

• Add and manage their own mailboxes, pause or resume sync and clear synced emails

• View other members’ email conversations if the mailbox is set to shared and the permission level is "View team records".

• Send new messages and reply to their own leads (with whom they have a conversation in their inbox)

When we detect a conversation with a prospect from your Snov.io list, we organize it into a single email thread and label it with the prospect’s name. To view only email threads with Snov.io prospects, select the Leads only option at the top.

If multiple team members have communicated with the same prospect, each member will only see their own emails in the thread. To view emails sent by other members, check their mailboxes. You can use the "Search messages" option at the top to find a conversation by prospect name.

To filter threads in Unibox by a team member, select their name from the dropdown menu at the top left. This will show their messages from all synced accounts and all their Snov.io campaigns. Use the filters at the top to choose a specific account or campaign from which to see messages.

Note: All team members, including the team leader, can only reply to their own prospects. If a prospect belongs to another member, you can view the communication, but cannot reply.

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