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Creating an Inbox

Once you have a verified domain, you can create shared email inboxes for your team. Each inbox gets its own email address and appears as a dedicated channel in the Copera sidebar, making it easy for assigned members to collaborate on email conversations.

note

Only workspace administrators can create inboxes. If you do not see the option to create an inbox, ask your workspace admin for assistance.

Opening the Create Inbox Dialog​

To create a new inbox:

  1. In the Communicate section of the sidebar, hover over the channel category where you want the inbox to appear.
  2. Click the + button and select Inbox as the channel type.

Alternatively, you can right-click on a category and select Create Inbox from the context menu.

Step-by-Step Inbox Creation​

1. Set the Inbox Name​

Enter a descriptive name for the inbox in the Inbox Name field. This name is displayed in the sidebar and helps members identify the inbox at a glance.

Good naming examples:

  • Customer Support
  • Sales Inquiries
  • HR Department

2. Set the Display Name​

The Display Name is what recipients see in the "From" field when they receive an email from this inbox. For example, setting the display name to "Acme Support Team" means outgoing emails will appear as being from "Acme Support Team".

3. Choose a Domain​

Select a verified domain from the dropdown. Only domains with an Active status are available. If no domains appear, you need to set up and verify a domain first.

If you need to add a new domain, click Add New Domain at the bottom of the dropdown. This will navigate you to Workspace Settings where you can start the domain verification process.

4. Set the Primary Email Address​

Enter the local part of the email address (the part before the @ symbol). For example, if your domain is yourcompany.com and you type support, the inbox email address will be [email protected].

This is the primary email address for the inbox. All incoming emails sent to this address will appear in the inbox.

5. Add Aliases (Optional)​

You can add additional email aliases that also route to this inbox. For example, you might want both [email protected] and [email protected] to deliver to the same inbox.

To add an alias:

  1. Type the local part of the alias in the alias field.
  2. Click the + button or press Enter to add it.
  3. Repeat for additional aliases.

Aliases appear as chips below the input field. Click the X on any alias chip to remove it.

6. Assign Team Members​

Use the member selector to search for and add workspace members to the inbox. Each member you add will be able to see the inbox channel in their sidebar and interact with the email conversations.

When adding members, you assign a role to each participant:

RoleCapabilities
AdminFull control --- can manage inbox settings, add/remove members, send and manage emails
MemberCan view, send, and manage emails in the inbox
ViewerCan read email conversations but cannot send or reply

7. Create the Inbox​

Click the Create button to finalize the inbox. The new inbox channel will appear in the sidebar for all assigned members, and the inbox is immediately ready to receive email.

What Happens Behind the Scenes​

When you create an inbox, Copera:

  1. Creates a mailbox on the email server linked to your verified domain.
  2. Registers the primary email address and any aliases.
  3. Creates a new channel of type Inbox in the sidebar.
  4. Assigns the selected members with their respective roles.

Incoming emails sent to the primary address or any alias will start appearing in the inbox channel automatically.

Editing an Inbox After Creation​

To modify an inbox after it has been created, open the inbox channel and click the channel name or settings icon in the header. From the Channel Overview dialog, you can:

  • Rename the inbox
  • Manage members and their roles
  • Add or remove email addresses
  • Configure signature preferences

For details on managing members, see Managing Inbox Access.