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How do I route account emails to a shared finance inbox?

Tying account communications to one person’s personal inbox creates a single point of failure. Routing them to a monitored shared inbox — accounts@ or finance@ your company — means the right people always see them, whoever is in that day.

How to set it up

  • Add the shared address as a notification recipient in Account > Contacts & notifications.
  • Decide whether it’s the primary contact or an additional recipient.
  • Confirm the address by clicking the verification link sent to it.

Keep control separate

Receiving emails is not the same as being able to change the account — an inbox that gets alerts can’t approve a drawdown or change bank details unless a person there also holds a login and role. That separation is deliberate and healthy: communications can be shared widely while authority stays with named individuals.

Most of this is self-service in your customer portal, which is the fastest route and available at any time. Where a change needs our team to verify it, we say so and give a realistic turnaround so you can plan around it.

See also: How to get notices sent to more than one email, Changing the primary contact email, Why am I not receiving account emails?.

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