Once you've connected your email account, you can choose between two default sharing levels for email correspondence - Metadata only and Subject line and metadata.
From Personal settings, click Email and calendar and select your email account
Metadata Only only shares email participants and timestamps with members of your workspace
Subject line and metadata shares participants, timestamps, and subject lines with members of your workspace
Both sharing settings exclude email body content and attachments. To see these, members must be granted access
Share email body content with other members of your workspace. You can opt to share a single email with your entire team or just one person. Additionally, you can make all correspondence with a certain record available to everyone or an individual.
Granting access to a single email
Open the email you would like to share
Select Manage access in the top right of the email window
Select Workspace access or the specific members who need access
Grant access to a specific record's emails
Share a record's email correspondence with everyone in your workspace, or just specific members.
Head to the Email tab of a the record profile
Select Manage access in the top right of the tab
From the Workspace Access dropdown, select Access to give access to everyone in your team
Alternatively, search and select specific members to grant individual access
You can change workspace and individual access at any time from Manage access
Accepting access requests
Workspace members can request access to specific emails.
Head to the Activity tab in your sidebar
Click Requests to see pending access requests
Select either Accept or Deny
Access will only be given to the member who requested it
Requesting access to emails
You can directly request access to emails in your workspace. Under a record's Email tab, click Request Access on the email you'd like to view. The email owner will receive a notification and can approve or deny access. If your request is approved, the email content will be visible to you immediately.
Blocklisting emails and domains
Emails from blocklisted domains and email addresses will not appear in Attio.
Head to your Personal Settings and click Email and Calendar
Select your email account
Type in any domains or email accounts you'd like to blocklist in the Blocklist field
Other members of your workspace can still access their own correspondence with email accounts and domains you blocklist, but yours will not appear in Attio
Removing synced accounts
Select the email account you'd like to remove from your workspace
Click Remove Account
All email correspondence will be removed from your workspace