Connecting Accounts
You can connect more than one email account to CINC. This is useful if you manage multiple communities or maintain separate inboxes for different portfolios. After you connect your accounts, all your emails flow into a single unified view, so you never have to switch between accounts manually.
Note: CINC only accesses your email to surface AI insights. CINC never shares your credentials or stores them outside the integration.
CINC only accesses your email to surface AI insights. Your credentials are never shared or stored outside the integration.
Follow these steps to connect an inbox:
After you log in for the first time, CINC displays the Ready to simplify your inbox? page. Click Continue with Microsoft.
The Pick an account window displays. If you have a Microsoft account listed, select that account. If an account is not listed, click Use another account.
If you click Use another account, the Sign In window displays. Enter your Microsoft account credentials.
The Verify your email window displays. Complete verification with one of your configured multi-factor authentication methods, such as face, fingerprint, PIN, or security key.
Note: After you verify your identity, a Stay signed in? window may display. Click Yes or No.
The Welcome window displays. Click I’m ready to start.
Note: You can also click Show me around to explore the features and functionality.
To connect to additional inboxes, go to Communications > Email > Email settings.
Note: Alternatively, select the Manage Inbox option from the All Inboxes drop-down list.
Click Add Inbox and repeat the process for each additional account.
Each connected inbox displays as an option in the All Inboxes drop-down in the Messages section.
Tip: Use the Inbox Selector drop-down in the Messages section to switch between individual accounts or view all emails at once. If you manage several communities, viewing all inboxes together is the fastest way to catch anything urgent across your entire portfolio first thing each morning.
To add a member to a shared inbox, click the More
icon next to the account and select Share inbox.Notes:
Select Disconnect to remove the live connection to the email account. · Cephai keeps the account listed in the Email settings and preserves its message history, so you can reconnect it later without losing past data.
Select Delete to remove the email account entirely, including its listing in the Email settings.
The Set up shared inbox window displays. Enter the name or email address of any authorized user in your organization, even if that person has never connected their own inbox, and then click Save changes
To create a rich-text signature for an account, click the More
icon next to the appropriate account and select Signature.T1. he Signature window displays. Enter your signature information and then click Save signature. Cephai automatically attaches the signature to every email sent from that inbox.