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Copy a teammate

Copy a member of your workspace on one email, or have an admin copy a member on another member's outreach for a while, by BCC or CC.

Copy someone on one email

  1. Write the email: a reply in the Inbox, or a draft from New at the top of the rail, Draft an email.
  2. Under the text, open Copy a teammate and pick a person. It starts on Nobody.
  3. Choose how they are copied: BCC (the recipient does not see it), the default, or CC (the recipient sees them copied).
  4. Send as usual.

In the Inbox the picker shows when Reply by is the email thread. In Compose it shows on an email draft that is waiting for approval.

Copy someone for a while (admins)

On Settings, Team and seats, the Copy rules card copies one member on another member's outreach: Compose, replies and flows. For example, a manager on a new teammate's first month.

  1. Under Copy, pick who gets the copy.
  2. Under on the outreach of, pick whose emails are copied.
  3. Set the days (30 by default, a year at most) and BCC or CC.
  4. Press Add rule.

A rule stops by itself on its date. Press End to stop it early.

The rules

  • Only members of your workspace can be copied. The list offers nobody else and nothing can be typed. Terry checks again when the email goes, so someone who has left is not copied.
  • Never the sender, and never the person the email is to.
  • A person is copied once. If they are named for BCC and CC, CC wins.
  • A copy changes who else receives the email and nothing more: not where replies go, not consent, limits or send hours.

In Classic

The same picker is under the reply box in the Inbox and on a draft in Compose. The Copy rules card is on the Team page.