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Email Delegation for Assistants, Leaders, and More.

Table of content

by

Luis Manjarrez

November 21, 2024

· Updated on

January 26, 2026

The role of executive support has evolved a lot. Whether you're a Chief of Staff, Executive Assistant, or Team Lead, managing someone else's communication is no longer just about forwarding emails to/from a Gmail account and sending basic responses.

Today's email delegation requires strategic thinking, careful prioritization, and the right tools to make it all work seamlessly.

With Missive, email delegation is easy and secure — whether you're coming years of mailing through Gmail, Outlook, or or Apple Mail. You decide to whom and what to delegate, the type of access, and actions permitted.

Modern Email Delegation

Gone are the days of sharing passwords to a Gmail account or setting up complicated email forwarding rules for an shared mailbox. Modern email delegation is about creating efficient workflows that grant access while maintaining security and accountability.

Here's what that looks like in practice:

Executive Assistants

  • Managing multiple executive inboxes
  • Managing multiple shared email addresses (i.e. Google Groups)
  • Drafting responses for review
  • Triaging urgent emails
  • Deleting emails that aren't relevant
  • Coordinating cross-department communication
  • Maintaining relationship management through timely responses

Chiefs of Staff

  • Overseeing strategic communications
  • Delegating between executive team members
  • Handling sensitive information with discretion
  • Aligning communication with company objectives

Team Leads

  • Delegating customer inquiries
  • Managing shared department inboxes
  • Coordinating project communications
  • Training new team members
  • Maintaining communication standards

3 Missive Configurations for Email Delegation

Missive offers powerful workflows designed for modern email delegation (whether you have Gmail accounts, Outlook accounts, or IMAP accounts):

1. On-demand 2. Full delegation 3. Automated
Delegation type Available to all team members Available to all team members in the Team Inbox Content-based access as per predefined rules
Accountability Shared responsibility among team members Specific accountability for assigned users Roles are accountable based on delegation rules
Best use case Ideal low volume delegation Useful for teams with individual task ownership needs Works well for teams who can clearly define sharing rules
Pros and cons + No setup needed
- Not scalable
+ Clear accountability
- Requires high degree of trust
+ Role clarity
- Initial configuration can take time

Out-of-the-Box Delegation (aka @mentions)

Once you've added all your email addresses to Missive, basic delegation requires no setup. Team members can delegate by mentioning @coworkers in the chat bar to collaborate and grant access to specific threads. No more forwarding endless email threads—everything stays in Missive for easy tracking and reference.

Other settings, such as sharing email aliases, can be used to allow a team member to send emails from another team member's address. With this configuration, a team member can reply on your behalf but won't have access to all incoming emails unless they're being shared.

You will always have access to all emails sent by a delegated user.

Full Delegation with Team Inboxes

For roles that need full access to another’s inbox, such as an executive assistant needing a CEO’s inbox, Missive offers a Team Inbox solution. Connecting an email account (like a Google Workspace email) to a Team Inbox allows all communications to be managed in one centralized space. This makes it easy to stay organized and adapt as your organization grows. Simply add new members to the Team, and they’ll instantly gain access to the shared emails.

With team inboxes, there’s no need to mix shared emails with personal inboxes, and multiple team members can work together seamlessly, which is especially helpful for remote teams.

Assistants can be granted members of the team, and owners can be observers, these don't get notified of new emails, but they can keep an eye on everything at all times. You can customize who is an observer or member in the admin console.

The assistant can reply as the owner of the email account (ceo@acme.com). Also, a custom signature can be created.

Signature for email delegation

Assistants can also triage emails by creating color-coded shared labels.

FYI
Draft
Ready-to-send
Top priority
Personal Reply
🗑️Trash

Pro tip: In the sidebar, do a right-click on a label and click on Show if unread. The label will be hidden until there are unread messages. This can help you keep a clutter-free screen.

Triage-only access

Similar to the case above, all email arrives in a Team Inbox but through a shared email address.

The big difference is the shared email addresses nature. In this configuration, the assistant can see all incoming emails but cannot reply as the recipient (ceo@acme.com), only as themself (assistant@acme.com).

Automated, Privacy-First Delegation

If an account contains private messages, Missive allows you to set up rules to filter these from the assistant’s view. For example, family, friends, or finance-related emails will not be delegated, ensuring personal information stays private. This setup balances delegation with privacy, providing peace of mind while maintaining workflow efficiency.

In this case, the owner imports a private account. Here, email sharing is done automatically through rules. This configuration of delegation is essential when the content of some emails is private and can’t be seen by the assistant.

The owner (ceo@acme.com) can create rules to delegate only some emails with the assistant (assistant@acme.com) and keep the rest private.

In the next example, a rule is set to keep all family/friends/finance related emails from going to the assistant's inbox.

Note: It is also possible to automatically assign certain emails to a user or move them to a team inbox. Select one of these two actions, Move to team inbox or Assign user(s). Whichever fits your use case best.

Actions such as removing a conversation from the owner's inbox can also be achieved with rules. For instance, when the assistant labels an email as "Non-essential", the rule will close the conversation, removing it from the owner's inbox, keeping it tidy.

Pro tip: If a private email needs to be delegated, a simple @mention to the assistant can grant temporary access to it, it can be removed in the future.

Creating a Delegation System That Works

The key to successful email delegation isn't just about tools – it's about creating a system that works for both the delegate and the owner. Here's how to build one:

1. Clear Access Levels

Different roles require different levels of access. Consider creating tiers:

  • Full access for trusted executive assistants
  • Filtered access for department managers
  • Specific thread access for project coordinators

2. Communication Rules

Establish clear guidelines for:

  • Which emails need executive review
  • Standard response templates
  • Urgency levels and response times
  • Internal communication protocols
  • Signature and formatting standards
  • VIP email addresses

3. Privacy Protocols

Set up boundaries for:

  • Personal vs. professional communication
  • Confidential information handling
  • Internal sensitive matters
  • Financial or legal correspondence

Best Practices for Modern Email Delegation

For Assistants

Mastering Triage:

  • Create clear labeling systems
  • Establish urgent vs. important criteria
  • Document recurring patterns

Communication Management:

  • Draft responses in your executive's voice
  • Maintain relationship continuity
  • Track important conversations
  • Manage calendar integration
  • Keep contextual notes

For Executives

Delegation Success:

  • Provide clear preferences and guidelines
  • Establish regular review times
  • Give feedback on responses
  • Share context for important relationships
  • Trust your delegate's judgment

For Teams

Collaborative Efficiency:

  • Set up shared response canned responses
  • Create Team Inbox protocols
  • Establish assignment rules
  • Maintain consistent communication standards
  • Track team performance metrics

Making It Work for You

The key to successful email delegation is finding the right balance between:

  • Access and privacy
  • Efficiency and accuracy
  • Speed and thoughtfulness
  • Automation and personal touch
  • Standardization and flexibility

Remember, effective email delegation isn't just about managing messages – it's about facilitating communication that moves your organization forward.

Whether you're new to delegating emails or looking to improve your existing system, the most important thing is creating a framework that works for your specific situation. Start with delegation basics , refine as you go, and always keep security and efficiency in balance.

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