Managing Email Alias Relationships in Parent/Child Accounts

Ability to adjust permissions on email aliases within a parent account

This feature is designed to streamline communication and operational efficiency, particularly in complex organizational structures. This guide will walk you through the new capabilities and how to utilize them effectively.

Understanding Email Alias Relationships

An "Email Alias" is an alternative email address that routes to the primary email inbox, allowing for more versatile email management. In the context of Parent/Child account types, this feature enables a parent account to manage aliases that can be used across child accounts, ensuring consistent and controlled communication flows.

Key Benefits

• Centralized Control: Manage all email communication preferences from the parent account, ensuring consistency across child accounts.
• Flexibility: Easily adjust who can send or receive emails using specific aliases, adapting to changing roles and responsibilities within your organization.

Setting Permissions on Email Aliases

To adjust permissions for an email alias within a parent account, follow these steps:

Accessing Email Alias Settings

• Log in to the master account on the Patch platform.
• Navigate to your "Account Settings" section, then click on 'Email Settings'.
  
  
• Locate the section for 'Email Alias'. 
  
  

Adjusting Permissions

• Select an Alias: Identify the email alias you wish to adjust permissions for.
  
• Modify Permissions: You'll see options to set permissions for this alias by clicking on the 'lock' icon.
  
  
  • The default for a parent/master account is the 'Parent Account Can -> See and make changes'. 
    
    
  • You will need to adjust the second setting for 'Child Account Can' and choose from: See this but not make changes, Not see this, or See and make changes. 
    
    
• Apply Changes: After setting the desired permissions, save your changes. The system will automatically update the permissions across the specified child accounts.

The enhanced capability to adjust permissions on email aliases within parent accounts introduces a new level of communication efficiency and control within the Patch platform. By leveraging this feature, organizations can ensure more coherent, secure, and effective email communication across their Parent/Child account structures, aligning with their operational needs and privacy standards.