SmarterMail Shared Folders (Operational Oversight) Print

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This article is intended for business owners and managers who require operational oversight of employee mailbox activity.

SmarterMail Shared Folders allow users to share selected mailbox folders and other resources with other users in the same organisation. This can be useful when managers, team leaders, or colleagues need visibility of specific email folders without requiring full access to another user's mailbox.

What Are Shared Folders?

Shared Folders are a SmarterMail feature that allows one user to share specific folders or resources with another user. This can include email folders, calendars, contacts, tasks, and notes.

For example, an employee can share their Sent Items folder with their manager. The manager can then view that folder from within their own SmarterMail account.

How Shared Folders Work

Shared Folders work by granting access from one SmarterMail user account to another. The original mailbox owner chooses which folder to share and who should have access.

A typical example would be:

  • Employee 1 shares their Sent Items folder with Manager 1.
  • Employee 2 shares their Sent Items folder with Manager 1.
  • Manager 1 can view both shared Sent Items folders from their own SmarterMail account.

This gives the manager visibility of sent communications without needing to log in as the employee or access the employee's entire mailbox.

Example Scenarios

  • Manager Reviewing Sales Emails
    A sales manager may need to review emails sent by sales staff to ensure customers are being followed up correctly. Each sales user can share their Sent Items folder with the manager.
  • Customer Service Oversight
    A support team leader may want visibility of emails sent by customer service staff. Shared Folders allow this without giving the team leader full mailbox access.
  • Holiday or Absence Cover
    If an employee is away, they can share specific folders with another colleague so important emails can still be reviewed.
  • Team Collaboration
    Users can share specific project folders so that selected colleagues can view relevant communications in one place.

Email Client Compatibility

It is important to understand that Shared Folders do not always automatically appear in every email client.

SmarterMail Shared Folders work best when using:

  • SmarterMail Webmail
  • Microsoft Outlook configured with MAPI
  • Microsoft Outlook configured with Exchange Web Services (EWS)

If a mailbox is configured using standard IMAP, Shared Folders may:

  • Not appear automatically
  • Require manual folder subscription
  • Have limited functionality
  • Not work correctly in some email applications

This is because IMAP was originally designed for access to a single mailbox and does not fully support advanced collaboration features such as delegated mailboxes and shared folders.

For the best experience when using Shared Folders, we recommend:

  • Using the SmarterMail webmail interface
  • Using Microsoft Outlook configured with MAPI or EWS

Examples of clients that may have limited Shared Folder support when configured with IMAP include:

  • Apple Mail
  • Some mobile mail applications
  • Thunderbird configured with IMAP
  • Generic IMAP email clients

In some cases, users may need to manually subscribe to shared folders, refresh their folder list, or restart their email client before newly shared folders become visible.

Benefits of Shared Folders

  • Improved visibility: Managers can view relevant email activity without needing full mailbox access.
  • Better collaboration: Teams can share useful folders, calendars, contacts, tasks, and notes.
  • Controlled access: Only selected folders are shared, rather than the whole mailbox.
  • Useful for supervision: Managers can review sent customer communications when required.
  • Simple to use: Shared folders appear inside the recipient's own SmarterMail account when using supported access methods such as webmail, MAPI, or EWS.

Important Considerations

Shared Folders are useful, but it is important to understand their limitations.

  • Shared Folders do not create a separate backup copy of the emails.
  • If the original user deletes an email, it may no longer be visible in the shared folder.
  • Shared Folders are not the same as email archiving.
  • Shared Folders may not automatically appear in every third-party email client.
  • Access should be granted carefully, especially when folders may contain private or sensitive information.
  • For management visibility, read-only access is usually the safest option.

What Shared Folders Can and Cannot Do

The table below explains the typical capabilities and limitations of SmarterMail Shared Folders.

Feature or Behaviour Supported? Notes
Allow a manager to view an employee's Sent Items folder Yes Supported when the folder has been shared with appropriate permissions.
Allow multiple employees to share folders with one manager Yes A manager can access multiple shared folders from different users.
Share calendars, contacts, tasks, and notes Yes Shared Folders are not limited to email folders.
Work correctly in SmarterMail webmail Yes Webmail provides the best compatibility and user experience.
Work correctly in Microsoft Outlook using MAPI or EWS Yes Recommended for business users requiring operational oversight.
Automatically appear in all IMAP email clients No Some IMAP clients may not properly support Shared Folders.
Create a permanent backup copy of emails No Shared Folders are not a backup or archiving solution.
Prevent employees from deleting emails No If the original email is deleted, it may disappear from the shared folder.
Provide legal compliance retention No Email Archiving is recommended for compliance and retention requirements.
Provide invisible monitoring without user knowledge No Folder sharing is permission-based and intended for collaboration and operational visibility.

Shared Folders vs Email Archiving

Shared Folders and Email Archiving are different features.

Feature Purpose Best Used For
Shared Folders Allows another user to view selected folders from a mailbox. Team collaboration, manager visibility, reviewing sent emails.
Email Archiving Stores separate copies of emails for retention and compliance. Legal retention, compliance, recovery, audit trails.

If the goal is to allow a manager to view sent emails, Shared Folders may be suitable. If the goal is to preserve emails even after deletion, Email Archiving is the better solution.

Summary

SmarterMail Shared Folders are a practical way to give selected users access to specific folders or resources. For example, employees can share their Sent Items folders with a manager, allowing the manager to review sent communications from multiple team members.

This feature is useful for supervision, collaboration, and day-to-day visibility, but it should not be treated as a replacement for email archiving or backup systems. Shared Folders work best in SmarterMail Webmail or Microsoft Outlook when configured with MAPI or EWS.


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