CardLink KB

Shared mailboxes

EmployeesClient admins

A shared mailbox (like info@ or sales@) can have its own CardLink card that one or more employees claim and use.

For client admins: making a mailbox claimable

In the admin console's Mailboxes tab, mark specific shared mailboxes as claimable. The mailbox needs to be a current, non-stale card for this to work — the console will warn you if a mailbox you've marked claimable can't actually be claimed yet.

Open the admin console →

For employees: claiming and releasing

In the portal's Shared Mailboxes section, press Claim on any mailbox your admin has made available (you can give it an optional display name). You'll get your own share link and card for it. Several people can claim the same mailbox at once, each with their own separate link.

Press Release to switch your link off. Claiming it again later reuses the same link rather than creating a new one.

Open the employee portal →

One thing to know

Because several people can claim the same mailbox, everyone who claims it shares one underlying record — so you can't change the mailbox's name or title from the portal, only pick which template it uses for your link.