Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/email
How to get there
Section titled “How to get there”Dashboard → Email
Who can use this page
Section titled “Who can use this page”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 |

What you see
Section titled “What you see”- Folders
- Conversations
Table columns
Section titled “Table columns”From · Star · Status · Subject · Labels · Received
Tab: Inbox15

Tab: Sent3

Tab: Last page 2

Tab: Starred6

Tab: Drafts

Tab: Archive

What you can do
Section titled “What you can do”- 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
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Read status | No | combobox | Any read status |
| Received | No | combobox | Any received |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state

Empty state

Error state

Loading state

Last updated 2026-10-27

