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Email

Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/email

Dashboard → Email

Needs: No module permission: every signed-in member of the company can open it.

Seat Can open it
Owner / Admin Yes
Manager Yes
User Yes

Actions on this page and the permission each needs

Section titled “Actions on this page and the permission each needs”
Action Permission Notes
Configure SMTP Any signed-in member Manage also grants it
Archive Any signed-in member Must be granted on its own (not part of Manage)
Dispatch update Any signed-in member Manage also grants it

Email

  • Folders
  • Conversations

From · Star · Status · Subject · Labels · Received

Tab: Inbox15

Inbox15 tab

Tab: Sent3

Sent3 tab

Tab: Last page 2

Last page 2  tab

Tab: Starred6

Starred6 tab

Tab: Drafts

Drafts tab

Tab: Archive

Archive tab

  • Compose
  • Show inbox
  • Show sent
  • Show starred
  • Show drafts
  • Configure SMTP
  • Inbox 15
  • Sent 3
  • Starred 6
  • Drafts
  • Archive
  • Dispatch update
  • Eld alert
  • Factoring notice
  • Rate confirmation
  • Synthetic
Field Required Type Example
Read status No combobox Any read status
Received No combobox Any received
Dropdown-Status state

dropdown-status state

Empty state

empty state

Error state

error state

Loading state

loading state

Last updated 2026-10-27