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Setup Gmail PDF

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Gmail setup for administrators

In this guide
1. Turn on features in your Admin console

2. Import your old emails

3. Use labels and search

4. Add your signature

5. Use Gmail with a secondary email address

6. Train your team

What you’ll need


● A G Suite administrator account

● 30 minutes
Meet Gmail at work
You may already be familiar with Gmail as a way to
keep in touch with family and friends. But did you
know that Gmail has powerful business features,
too?

With your G Suite account, you can use Gmail to


quickly organize and find important messages.
Managers can delegate their mailboxes to another
team member.

You can schedule a Hangouts meetings from your


inbox. All that, and much more.

Here’s how we suggest you get started...


1. Tailor settings 2. Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Find Gmail in your Google Admin console Click a step to browse

To begin setting up Gmail for your team, go to


the Gmail page in your Admin console. You’ll
then turn on some key business features.

1. Sign in to the Google Admin console with


your G Suite email address and password.

2. From the dashboard, click Apps.

3. Click G Suite.

4. Scroll down and click Gmail from


your list of services.
1. Tailor settings 2. Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Open your Gmail settings


You can select options for how people on your team
can send and manage their email from the Gmail
page in your Admin console.

We recommend setting options to allow people to


import mail from their old email program, receive
email read receipts, and delegate their mailbox to
another team member.

To begin, click User settings to open the Advanced


settings page.

T
1. Tailor settings 2. Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Turn on recommended settings for your team


On the Advanced settings page for Gmail, find the following sections to turn on recommended features.
You can review other settings, too.

Don’t forget to Save Changes when you’re done.

User email uploads Allow users to upload mail using the Email Migration API.

Allow users to import mail from Yahoo!, Hotmail, AOL or other webmail or POP3 accounts.

Email Read Receipts Allow email read receipts to be sent to any email address.

Mail Delegation Let users delegate access to their mailbox to other users in the domain.
Tailor settings 2. Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Import your old mail to your new Gmail account


If you keep your life in your inbox, you’ll probably want to import your old email to your new
G Suite Gmail account.

For instructions on how to import your old mail, click the link below that best matches your
old mail program. We’ll take you to steps outside this guide to import your mail. When
you’re done, come back here to finish this guide.

Where is your mail now?

● Microsoft Outlook® 2003—13®

● Mac program like Apple mail or Thunderbird®

● Webmail host like Yahoo®, Hotmail, or AOL®

● A personal Gmail account


Learn more: See all import options
Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Go to your Gmail inbox

Now that you’ve turned on key Gmail features and imported your old
mail, let’s get your Gmail inbox ready for business.

You and your team can open Gmail:

1. From your browser’s address bar: enter


mail.google.com/a/yourdomain.com
(or mail.yourdomain.com if you customized your Gmail service
address).

2. From another G Suite service you’re signed in to, like Calendar or


Drive: click the App Launcher at the top of the page and then
click Mail.

(As the administrator, you can open Gmail directly from the Admin
console and return to it later using the App launcher.)
Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Organize messages using labels

You’ll probably want to organize your messages


for business purposes.

In your old mail program, you may have stored


messages you want to keep in folders.

Gmail doesn’t use folders, but labels. An email can


have several labels, making it much easier to find
what you’re looking for.

For example, you could give an email from a client


both the Clients label as well as the Projects label.
There is only one copy of the email, but clicking
either label will bring it up.
Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Tag messages you want to label


Create a label and tag an email message by following these
steps:

1. At the top of an email message, click .

2. Select Create new, enter the name for the new label,
and click Create.

3. The label is automatically applied to the message.

Here’s the good part. You can assign as many labels to


a message as you want, and then find the message
by searching for any of its labels.
To tag more messages with a label:
Select the messages by checking their boxes from your inbox, click Labels and check the
box of the labels you want to add the the messages.
Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Find labeled messages


To list all messages that have a particular label, do one of the following:

● On the left under Compose, click the label


from the sidebar.

● Or, in the search box, type in:labelname


(where labelname is the name of your label).

Next, let’s look at some other ways to use


Gmail’s search box...

Learn more about how to create labels


Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Search emails by keyword


We just saw how you can use Gmail’s search box to
find messages tagged with a particular label. But
you can use search in other ways, too.

First, you can search for one or more keywords


that appear anywhere in the message—in the
subject, body, or sender name.

Results show messages that contain all your


keywords.
Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Refine your search


To narrow down your search even further and
open more search options, click the Show search
options arrow in the Gmail search bar.

Here, you can enter specific search criteria, such as


the date of the email and whether or not it has a
file attachment.

For example, maybe you want to find a message


from Alice that has an attachment and was sent
within a particular timeframe.

And if you want to search more quickly...


Tailor settings Import mail 3. Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Use search shortcuts

You can enter your search criteria directly in the search


bar, without having to open the search options.

For example, enter from:alice in the search bar to find


messages from Alice.

Add has:attachment to refine your search and find


only her messages that have an attachment.

Remember to put a space between your search


criteria.

You’ll be surprised at how quickly you can find a


specific message, no matter how large your Inbox!
Learn more about searching in Gmail
Tailor settings Import mail Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Create your professional email signature


You can automatically add a signature to messages
you send. Your signature might include your name,
title, and company contact information.

1. From the top of the page in Gmail, click


and select Settings.

2. On the General tab, scroll down to the


Signature section to compose your signature.
Use the format bar to add text colors, styles,
links, and even a picture.

But before you save that change...


Tailor settings Import mail Use labels and search 4. Add a signature 5. Use an alias 6. Train your team

Show your signature in replies


Your signature will appear at the end of all
messages you send, but unless you specify
otherwise, it’ll be hidden in replies to your
messages.

If you want your signature to always be


visible—even in replies—check the
insert this signature before quoted text box.

When you’re done, click Save changes.


Tailor settings Import mail Use labels and search Add a signature 5. Use an alias 6. Train your team

Use an alias to send mail


If you want to have a secondary email address, you add an email
alias and then send and receive emails for both addresses in the
same Gmail inbox. For example, you could have
[email protected] and [email protected].

Adding an alias doesn’t count towards your user number limit.

Using aliases, you can also send messages from either your
primary or the alternate email from the same Gmail inbox.

After you set up an alias, you click your address in the From field
of a new message select the email address you want the recipient
to see.

Learn more: Send mail using an alias


Tailor settings Import mail Use labels and search Add a signature 5. Use an alias 6. Train your team

Set up your alias in Gmail


1. Sign in to G Suite and open Gmail.

2. In the top corner, click and select Settings.

3. In the Accounts tab in the Send mail as, click Add another
email address you own.

4. Enter the alternate email address (and optionally, a new name),


leave the default Treat as alias box checked and click Next Step >>.

5. Click Send Verification.


6. To verify the new alias, do one of the following:

● Sign in to your alternate email and click the link in the verification email.
● Enter the confirmation code in the Accounts section of your G Suite email settings.

Note: If you don't receive the verification email, contact your G Suite administrator to confirm
if the domain alias or email alias option is configured.

Learn more about managing your email aliases.


Tailor settings Import mail Use labels and search Add a signature Use an alias 6. Train your team

Gmail to-do list for your team


Now that you’ve started using some of Gmail’s business features, it’s time to help your team get started with
Gmail. Here’s what we suggest each member of your team does first.

Have each person:

1. Import their contacts to Gmail.

2. Learn basics of sending mail.

3. Create their signature, labels, and filters.


Tailor settings Import mail Use labels and search Add a signature Use an alias 6. Train your team

Get more training for your team


As for next steps? For even more Gmail info and training, you and your team should visit the
G Suite Learning Center: gsuite.google.com/learning-center.

Visit the Learning Center

You’ll find:

● Gmail training guides and videos

● Business user FAQ

● More Gmail business features


Congratulations! You’ve set up Gmail for your team.

Now you know how to:

Tailor Gmail settings in the Admin console

Import your email to Gmail

Organize and find your messages with labels

Search for Gmail messages

Create your professional signature

Add an alternate email address (alias)

Train your team to use Gmail

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