How to Connect Your Email in Coperniq

Last updated: March 5, 2026

Estimated Reading Time: 1–2 minutes

Overview

Connecting your email allows you to send and receive messages directly inside Coperniq. Emails automatically sync and stay attached to the correct client, project, or request so your communication remains organized.

Step 1: Connect Your Email

  1. Click your Company Name in the top-left corner.

  2. Select Company Settings.

  3. Click Emails & Phones from the left menu.

  4. Click + Email.

    image.png

A Connect Email window will appear.

Enter:

  • Your Email address

  • The Name you want recipients to see in the From field

Then click Connect.

image.png

If you don’t see Company Settings in the top-left dropdown, you don’t currently have access.

Please reach out to an Admin user in your company to grant you access before proceeding.

Step 2: Sign In and Grant Access

After clicking Connect, you’ll be redirected to your email provider.

Choose:

  • Continue with Google

  • Continue with Microsoft

  • Or follow the standard sign-in flow

image.png

If you connect with Google, you may see:

“nylas.com wants to access your Google Account”

This is expected. Coperniq uses a secure integration service to connect your email.

Click Continue,

image.png

then click Allow

image.png

Step 3: Connection Status

After authorization, you’ll return to Coperniq.

Under Company Settings → Emails & Phones, your email will first show as:

  • Syncing (initial setup)

    image.png

Then it will automatically change to:

  • Connected

    image.png

Once it shows Connected, your email is ready to use.

Where Do Email Replies Appear?

When someone replies to an email:

  • The conversation remains inside the record where the email was sent.

  • A notification appears in your Coperniq Inbox.

To view email notifications:

  1. Open the Inbox

  2. Filter by Email

image.png

Share the Email with Team Members

If multiple team members need access to the same email:

  1. Go to Company Settings → Emails & Phones

  2. Click on the connected email

  3. Click + Add member

  4. Select the users who should have access

  5. Click Save

image.png

Manage Notification Settings

Each member can have different access levels:

Send and receive only their notifications

  • Can send emails

  • Receives notifications only for replies to emails they sent

Send and receive all notifications

  • Can send emails

  • Receives notifications for all replies from that shared email

Can’t send, but receive all notifications

  • Cannot send emails

  • Receives notifications for all replies

    image.png

Best Practices

  • Use Add member to provide secure access instead of sharing credentials.

  • Check your Coperniq Inbox regularly and filter by Email to stay on top of replies.

  • Set each member’s notification level to match their responsibility for replies.