Email -> Inbox in your admin dashboard.
A mail client on your own domain. Point one MX record at us and mail to your addresses arrives here: inbox, drafts, sent, starred and trash, read and answered in the same screen, searchable, with attachments and with images drawn the way the sender meant them.
It is optional. Without that MX record the folders stay greyed out and the rest of the email screens work as before.
Reading a conversation
The list shows one row per message, in the order they arrived, and a row that is part of a longer exchange says which message of it you are looking at.
Opening any of them puts the whole conversation in order on screen, including the answers your own team sent. The newest message and anything you have not read yet are open; the rest are folded to a line you can click. The part of a reply that quotes the message before it is folded away too, behind a small control, so what somebody actually wrote is what you read.
Reply, reply all and forward sit on every message in the thread as well as under it.
On a phone or a tablet the list and the conversation take turns. The list fills the screen until you open something, the conversation then takes its place with a link back to the folder, and coming back lands on the row you left. Writing a message fills the screen too, and folding it down leaves it as a bar along the bottom while you look something up.
Unread messages are drawn heavier, with a dot before the sender, and the count of them sits next to Inbox in the sidebar from wherever you are in the panel, the same way the ticket count does.
What you can do to one message
Every message you open carries its own row of controls above it: mark it unread, throw it away, move it to another folder, and a menu for the rest. From there you can:
- Print a single message.
- Save it as an
.emlfile that opens in any mail program. - Take it apart: the facts (who really sent it, which mailbox it landed in, when it arrived, how big it is, what the spam filter scored it, the message id), the full headers as they arrived, and the HTML the sender wrote, each of them a click to copy.
Starring, marking read and moving to the trash act on the one message you pointed at, so throwing away a question you have settled leaves the rest of the exchange where it was.
What you can do to many at once
Tick the messages you want, shift-click for a run of them, and mark read, star, mark as spam, put back or throw away everything at once.
Replying
Every reply is signed off with whichever signature you pick as you write, and it lands above the quoted message instead of at the very bottom. Replies go out in your own design from the address they were sent to.
Pasting brings the message and not the page it came from. Bold, italic, links, headings, lists, quotes and images survive; the colours, fonts and margins of whatever you copied from do not, so a paste reads as part of your message rather than a cutting from somewhere else. A line per line copy stays a line per line instead of arriving double spaced, and lines written as a list, whether with a dash, a bullet or a number, become a real list you can then indent, renumber or turn back into a paragraph.
Pictures go in from your own machine. Choose a file, paste a screenshot straight into the message, or drag one onto it, and it is uploaded, scaled down and stored on your own domain so it loads for whoever opens the mail. Every upload is decoded and written out again, which is what keeps a file from somebody else's computer safe to keep, and SVG is refused because it is a document with scripting in it rather than a picture. Each propfirm has 250 MB for these.
The address field knows who you write to: an address book you keep yourself, your contacts at Propper (always there, whether you added them or not), everyone your mailboxes have corresponded with (remembered as mail comes and goes, and forgettable in one click), and your own traders and team, all offered as you type.
Writing help
The spark next to the paperclip asks AI to look at what you wrote. Fix spelling and grammar corrects mistakes and leaves your wording alone. Check and improve also smooths the phrasing. Ask something else takes an instruction of your own, such as "make it shorter" or "write a reply saying we will look into it", and works on an empty message too.
It reads the whole conversation you are answering, not only your draft. So next to the new version it points out what does not add up: an amount or name that differs from what the customer wrote, a question you left unanswered, or a tone that may land badly. A correction shows what it changed in place, removed words struck through in red and added ones in green, with arrows to step from one change to the next. A message it wrote or mostly rewrote opens on the clean result. Nothing changes until you press Replace, and the signature is left to the signature picker. Available when AI is switched on for your propfirm.
Signing off
Signatures are written under Email, and a signature says two things about who may use it: which mailbox offers it, all of them or one, and who it belongs to, the team or one person. A sign-off with somebody's own name under it stays out of everybody else's picker.
Which one is already filled in when you open a composer is set separately, per mailbox and per person within it. Four levels, most specific first:
- What you start with on this mailbox.
- What you start with on any mailbox.
- What this mailbox gives anyone who has nothing of their own.
- The propfirm's house sign-off.
That is what a shared mailbox needs. Two colleagues answering info@ each sign
with their own name without ever touching the picker, while anybody else
answering there still gets the house one. And because being the default is set
per level rather than written on the signature itself, the same sign-off can be
what two different mailboxes start with, edited in one place.
A level left on "follow the level above" is not "sign with nothing": it hands the question upwards. Sending without a signature at all is a choice you make in the composer, where you can see it.
When a colleague leaves, or no longer has the mail client, their own sign-off stays theirs and is listed as belonging to someone who has left. Correcting its text keeps it that way, so their name never ends up under the whole team's mail. Their line among the defaults can only be cleared.
Who reads which address
Set per address, either by role so a new team member can read the support mail on their first day, or by naming an individual for the exception, picked from two tabs with a search box for finding one person among many.
Roles that already reach every mailbox through their permissions are shown as such and cannot be switched off there, and neither can somebody a role you just picked already covers, so the screen never offers you a tick that would change nothing.
Archive
The folder for mail worth keeping and not worth reading. Nothing in the archive is ever counted as unread, so the badge on the inbox and the one on the sidebar both ignore it entirely, and nothing in it is cleaned up on age.
That is what makes it the right home for the post that arrives on a schedule and needs nobody: the TLS and DMARC reports every day, the receipts, the automated notices you want to be able to find in six months and do not want to look at tonight. Write one rule that files them there as they arrive and the inbox stays the list of things a person still has to do.
Archiving is a button on a message and on a whole conversation, it accepts dragged mail like any other folder, and moving something back to the inbox is one click.
Spam and trash
Every message is scored on the way in. Anything the filter does not want in an inbox lands in the Spam folder, and the trash puts things back where they came from. Moving a message into Spam or back to the inbox teaches the filter, so it learns what your post looks like.
Two kinds of mail never reach the Spam folder at all, because they are refused
while the sending server is still connected and it gets the bounce: mail the
filter is certain about, and mail pretending to come from a domain whose owner
told the world to refuse forgeries (DMARC p=reject). That second rule is also
what stops somebody sending you mail that claims to be from your own address.
A message whose sender could not be verified carries a warning above it: it claims an address, and the domain of that address does not vouch for the server that delivered it. The details of any message name that server by its address and name, with what SPF, DKIM and DMARC made of it. There is no other, real address to show instead: a forger makes up the envelope as well, and the server is the one thing it cannot fake.
Trash and spam clear themselves out after 30 days.
Blocked senders
The block button on a received message refuses mail from that address, or from its whole domain, for every mailbox of the workspace. A blocked sender is turned away while delivering and gets a bounce; nothing of the message is stored. Mail -> Blocked senders, beside Rules, lists every block with how often it has refused something and when it last did, takes new addresses and domains by hand, and lifts a block again. A domain covers its subdomains. Your own domains cannot be blocked: forged mail from them is already refused, and a block would only stop your own team. Blocking needs the same permission as rules.
A block does not stop phishing that forges a new domain for every message. That is refused before it gets this far, by the spam filter and by DMARC.
Labels
Give your mail your own labels, in any of nine colours. A label is a name you file under rather than a place you move to, so a payout question can be Payouts and Urgent at once and still sit in the inbox.
Labels are the propfirm's, not one person's, so what one of your team files under Payouts is what the rest of them find there. They sit under the folders in the left column with a count each, one click shows everything under one, and filing works from the list, from a whole selection at once, and from the conversation itself.
Search
Searching reads the inbox, the drafts and what you sent together instead of only the folder you happen to be standing in, says how many results it found and where it looked, and opens each row on the message that actually matched.
Narrow it the way you would anywhere else: from:, to:, subject:, label:,
has:attachment, is:unread, is:starred, in:trash, in:spam, and after:
or before: a date, with quotes around a phrase you want kept together. The
list of operators sits beside the box and each one is a click to add.
Rules
Write your own rules and the mail files itself as it arrives. When the sender, the recipient, the subject, the message, the presence of an attachment, a label the conversation already carries or the star on it matches what you described, it moves to a folder, the archive included, picks up a label, has a label taken off it, gets a star, is marked read, or a copy goes on to somebody who does not read the mailbox.
Asking about a label is what makes a rule able to correct itself: file everything from a domain under Payouts unless it is already there, or take the label off the moment somebody writes back.
Rules run top to bottom in an order you set, each one for every mailbox or for a single address, and one of them can stop the rest, so "everything from this domain is spam, except this address" is two rules rather than a language to learn. They run on spam too, which is how you drag an address the filter keeps refusing back into the inbox, and each rule shows how many times it has actually matched so you can tell a working rule from a hopeful one.
Attachments
What came with a message is listed above it rather than under it, with how many files there are and what they weigh together, so an invoice on a long mail is not something you have to scroll for, and the whole set saves as one zip in a single click.
Attachments open where you are: a picture or a PDF is shown in the client itself, anything else downloads, and the download stays one click away either way.
Attach files by dropping them onto the message you are writing, and file mail by dragging a message, or a whole selection of them, onto a folder or a label in the left column.
Internal notes
Leave a note on a conversation and it stays inside your team. It sits under the exchange, apart from the messages, is never sent and never quoted into a reply, and it is how the next person who opens the thread finds out you already phoned.
A note carries the name of whoever wrote it and the time they wrote it, its author can correct or remove it afterwards, and any conversation carrying one is marked in the list so nobody answers around it.
Answered and unanswered
Answering marks the conversation Answered, with the name of whoever sent the reply on hover, and the next message from the other side takes the mark straight off again. What it really says is that the last word in the exchange is ours.
Search for is:unanswered to see everything still waiting, or is:answered for
the rest, and set or clear the mark by hand for the exchange that was settled by
telephone, on one conversation or on a whole selection at once.
Working it as a team
Hand a conversation to a colleague and everyone can see whose job it is: their initials sit on the row in the list, their name sits above the exchange, and Assigned to me in the left column counts what is waiting on you. You can only hand a mailbox to somebody who is allowed to read it, and you can divide a whole selection between people in one go from the toolbar.
While you are reading, the pane says if a colleague has the same conversation open, and says it louder when they are writing a reply, so two people do not answer the same customer twice.
Under every message you open is the list of who on your team has read it, with the moment each of them first opened it, which is the answer to a data protection request about who has seen a customer's correspondence. Every name in that list, and the name on an internal note, opens that person's own page.
Being told about new mail
Mail arriving says so wherever you are in the panel: a message with the sender and the subject, and a button that takes you straight to it, unless the inbox is already open in front of you.
The first time somebody opens the client their browser asks whether it may tell them as well, so mail reaches them even when the tab is not the one they are looking at, and that switch sits in their own settings afterwards to turn off or turn back on.
Taking it with you
Export a whole mailbox as one mbox file to import anywhere else.
In the older designs
Propper - OG and Tactical keep the earlier look of the client: labels in small capitals, a coloured marker down the edge of an unread row, a card per message in a conversation and internal notes in a colour of their own. Blocking a sender by hand is a form on the Blocked senders screen there, where the standard design asks for the address in a dialog. Everything the client can do is the same in every design.