Context

You may need to transfer mailboxes from one user to another when team members leave your organization, join your team, or when you want to redistribute mailbox allocation among your sales representatives. This process involves changing the sender name and email address associated with existing warmed mailboxes.

Answer

To transfer mailboxes from one user to another, contact your Unify support team with your request. The transfer process involves the following steps:

1. Request the transfer: Specify which user's mailboxes you want to transfer and provide the new user's full name and email address.

2. Understand the process: When switching names on existing warmed mailboxes, there is a 1-week changeover process that includes:

   • Canceling/reassigning all existing enrollments on those mailboxes

   • Temporarily disconnecting them from Unify

   • Changing the names and rewarming for 1 additional week

3. Wait for completion: The mailboxes will be ready for use after the 1-week rewarming period.

Important considerations:

• Any in-flight email sequences using the transferred mailboxes will be canceled

• The mailboxes will be temporarily unavailable during the transfer process

• You can redistribute mailboxes among multiple users in a single request

• The new user must have a valid email address set up before the transfer

Contact your Unify support team through your designated support channel to initiate a mailbox transfer request.