How to transfer a shared inbox to a teammate (or vice versa)

You can transfer a shared inbox to a teammate and vice versa to move the inbox and conversation history to another workspace.

This is useful when:

• A teammate mistakenly adds their personal inbox to a shared workspace

• A teammate leaves your company and their conversations need to be shared with the team

• Conversations and channels in the inbox will move.

• Conversation participants, assignees, tags, and comments will be retained.

• Conversation statuses:

  • For shared inbox → individual inbox: Archives conversations where the teammate isn’t a subscriber.

  • For individual inbox → shared inbox: Conversation statuses will be retained.

• Tags:

  • Private and shared tags will remain in place on the conversation, even after the move.

  • Private and shared tags on the conversation will not be mapped/translated to existing tags in the destination workspace.

  • New tags will not be created in the destination workspace.

• Rules:

  • Rules where the inbox is referenced in conditions will not be changed. The conditions will not be true anymore (because the inbox changed workspaces), but the rule will still work with no impact.

  • For shared inbox → individual inbox only: Rules that move conversations to the inbox (using the Mirror in inbox [in beta], Move to inbox, or Move message to a new conversation actions) will be deactivated. When viewing affected rules, you'll see a warning explaining why they are deactivated. We recommend updating these rules and selecting other shared inboxes.

• Calendar (for Gmail/Office 365 sync):

  • For shared inbox → individual inbox: The teammate can access the inbox's calendar via Front Calendar.

  • For individual inbox → shared inbox: The teammate will not be able to use Front Calendar unless they have another channel connected to an individual inbox via Gmail/Office 365 sync.

You must be an admin to transfer a shared inbox to a teammate (shared inbox → individual inbox).

Step 1

Click the gear icon on the top right of Front and into the Company settings tab. Click Inboxes in the sidebar, then select the inbox you'd like to convert.

Step 2

In the Settings tab, navigate to the Transfer inbox to teammate setting, then click Transfer to teammate.

Step 3

A pop-up will appear. Select the teammate who should own the inbox, then click Next.

Step 4

Click Convert to confirm.

Step 5

Once finished, you'll be navigated to the teammate's Individual inboxes tab in company settings.

Company admins can transfer a teammate's individual inbox to a shared workspace in company settings (individual inbox → shared inbox).

Step 1

Click the gear icon on the top right of Front and into the Company settings tab. Click Teammates in the sidebar, then select the teammate who owns the inbox you'd like to convert.

Step 2

Click the Individual inboxes tab, then select the inbox.

Step 3

Navigate to the Transfer inbox to workspace setting, then click Transfer to workspace.

Step 4

A pop-up will appear. Fill in the following fields:

• Transfer to: Select the workspace this inbox should be moved to.

• Inbox access: Select who should have access to the inbox.

• Show this inbox in sidebars of: Select who should have this inbox automatically added to their sidebars.

Step 5

Click Next, then click Convert to confirm.

Step 6

Once finished, you'll be navigated to the Inboxes tab in your workspace settings.

This feature is available on all plans.