1. Introduction
2. Overview
3. Invite or Add Users to the Team
4. Ensure Users Have Auto BCC for Gmail by cloudHQ Installed on Chrome
5. Manage Users’ BCC or CC Settings

Introduction

This guide explains how to set up and manage automatic BCC (Blind Carbon Copy) or CC settings for teams. Once the team is set up, the team leader (admin) can:

• Add or remove users
• Add, remove, or change users’ automatic BCC or CC rules
• Disable or enable users’ automatic BCC or CC rules
• Ensure the Chrome extension is installed on users’ Chrome browser

Let’s look at the benefits of using the Auto BCC feature for Gmail in a team setting:

• Centralized Billing: Billing for the team is combined into one account, simplifying finances.
• Administrative Control: A team manager or admin can set uniform BCC practices, making sure every email includes a copy sent to the company’s CRM (Customer Relationship Management) system.
• User Assistance: Team admins can help members, especially those less tech-savvy, to set up their BCC settings correctly.

For example, in a sales team, Auto BCC by cloudHQ can automatically log every customer email into the CRM, helping track sales leads and manage customer relationships. This is great for those who might forget to add BCC manually, automating tasks to keep accurate communication records and boosting productivity.

Overview

Steps to set up Auto BCC for Gmail for your team:

1. Invite or add users to the team
2. Ensure users have Auto BCC for Gmail by cloudHQ installed on their Chrome browser. Use Google Workspace admin console or instruct the user to install it.
3. Manage users’ BCC or CC settings.

Invite or Add Users to the Team

The first step is to add users to the team. You can do this in two ways:

If you’re a Google Workspace admin, install the cloudHQ app on your domain and add users. Instructions: How to add Google Workspace users to join your cloudHQ team (if you are Google Workspace admin)

If you’re not a Google Workspace admin, invite users to join your team. Instructions: How to distribute licenses and invite users to join your cloudHQ team (via email invites)

More details on managing cloudHQ users:

After users are added, you should see them in the Users tab. If a user hasn’t accepted the invite, it will show as invite pending.

Ensure Users Have Auto BCC for Gmail by cloudHQ Installed on Chrome

Once users are added, ensure they have Auto BCC for Gmail by cloudHQ installed on Chrome.

If you’re a Google Workspace admin, you can remotely install the Auto BCC for Gmail by cloudHQ Chrome extension. Instructions are here: How to install cloudHQ extensions on your employee’s Chrome browsers. The extension ID for Auto BCC for Gmail by cloudHQ is: bfhaienophdigbdknjamfcbhinmmnbha

If you’re not an admin, send users these instructions on installing the extension: Getting started with Auto BCC for Gmail (How to set up automatic BCC or CC for Gmail). The extension install url is: https://chromewebstore.google.com/detail/auto-bcc-for-gmail-by-clo/bfhaienophdigbdknjamfcbhinmmnbha

Manage Users’ BCC or CC Settings

After users are added and the extension is installed, you can manage their settings. Go to the dashboard, and you’ll see something like this:

To edit a user’s rules, click on the user, and you’ll have options to:

1. Add new rules by clicking on the Add Auto BCC Rule
2. Remove rules by clicking on the Delete icon
3. Edit rules by clicking on the Edit icon