To set account-wide policies for some of Yesware’s most popular features, you must be a Yesware admin or account manager.

Global Policies allow you to enable features by default for all account members, helping ensure consistent settings across your entire user base. By checking a box and clicking "Save" (please note, you must make these changes one at a time), the selected policy will apply organization-wide. If you need to make changes for an individual user, you can do so under that user’s "Permissions."

Gmail

To access the self-service portal in Gmail:

1. Go to the Yesware dropdown at the top of Gmail.

2. Select "My Account."

3. Navigate to the "Global Policies" section in the left-hand menu.

Outlook

To access the self-service portal in Outlook:

1. Select the "Menu" tab of the Yesware Sidebar.

2. Click "Manage My Teams."

3. In the far-left margin, select "Settings."

4. Then navigate to the "Global Policies" section in the left-hand menu.