The organisation inbox is the single email address your firm's Inbox sends and receives from. Once it's connected, every staff member can email clients from the Inbox and see replies in the shared conversation list — no more messages trapped in one person's mailbox. Setting it up is an admin task.
An admin first connects the mailbox as one of their own accounts (see Connecting your email account). Google and Microsoft accounts are supported.
Go to Settings and choose Channels.
In the Connected Emails card, use the Organisation inbox dropdown and pick the account.
Confirm the dialog — Change organisation inbox? This will change the organisation inbox to …. You'll then see address set as organisation inbox.
Only firm admins can change this dropdown; other members see it disabled. Choosing None (confirmed via Remove organisation inbox?) stops the organisation receiving email in the Inbox until a mailbox is selected again.
Below the connection cards, the Organisation Inbox card shows The email address your organisation uses to send and receive in Inbox. When connected, it lists the address with its provider icon. Admins get two extra controls:
Disconnect — via the row's actions menu. The confirmation warns: The organisation will no longer send or receive email through this address in the Inbox until you select a mailbox again.
Resync emails — under Missed emails?. If mail was missed while the shared inbox was locked or disconnected, an admin can open Resync shared inbox emails, choose a Start date/time and End date/time (the range must be 30 days or less, in the past), and click Resync. Missing inbound and sent emails are imported; existing emails are skipped. You'll see Email resync queued. Missing emails may appear over the next few minutes. If a resync is already running you'll get A resync is already running for this organisation. Please try again shortly.
If the card shows No inbox email selected, no organisation inbox is nominated yet.
The Organisation Inbox signature card controls the signature applied to email sent from the organisation inbox. Admins can edit it inline with the rich-text editor; other members see a read-only preview. If no custom signature has been saved, Nagaris shows a generated default built from your firm details and profile, with the note: No custom signature is configured for the shared inbox; this preview uses your organisation default (from firm details and your profile).
When composing from the Inbox, senders can still choose between My profile signature and Organisation default per email, or turn the signature off entirely.
The Team Channels card summarises Messaging channels available to your team in Inbox:
WhatsApp — Connected or Not connected.
Email — the shared inbox status, with the connected address shown.
SMS — your firm's SMS number status.
SMS and WhatsApp channels are provisioned by Nagaris rather than self-service — if they show Not connected and you'd like them, contact support to enable them for your firm.
If Nagaris Mail or document management is enabled for your organisation, the Channels page also shows a Mail tab (to connect Microsoft 365 and manage which mailboxes sync) and/or a Documents tab (to manage the SharePoint connection). Both tabs are staff-only: client-role users never see them, even when the features are enabled for the firm, since Mail and document management themselves are staff-only areas of Nagaris.
The organisation inbox must belong to a connected account owned by the admin who nominates it.
Until a shared inbox is connected, the email option in the Inbox compose window shows Connect shared inbox with a link to Open Email settings; bulk email is unavailable for the same reason.
Disconnecting the shared inbox doesn't delete past conversations — it only stops new send/receive through that address.
