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Managing Multiple Connected Accounts

< 1 min read

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 #

  1. Connect only accounts you actively use.
  2. Verify account label after connecting.
  3. Send a small test email after switching accounts.
  4. Keep integration ownership with Owner/Manager for org-level providers.
  5. 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

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