Use this guide when you or your team work across more than one mailbox/provider context.
What to Keep Consistent #
- Choose a primary sending account per user/team
- Keep naming conventions clear in internal SOPs
- Avoid frequent switching between identities unless necessary
Best Practices #
- Connect only accounts you actively use.
- Verify account label after connecting.
- Send a small test email after switching accounts.
- Keep integration ownership with Owner/Manager for org-level providers.
- Reconfirm account selection before high-volume sends.
Troubleshooting Wrong-Account Sends #
- Disconnect the incorrect account
- Reconnect the intended account
- Re-test with internal recipient first
- Document expected sender in your team playbook
Team Governance #
- Owners define which provider/account is “official”
- Managers help enforce consistent sender setup
- Users should not connect personal accounts unless approved
