This product is currently available to Early Access customers only.
This guide explains how to configure routing rules in your Google Workspace environment so that emails are automatically forwarded to your organization's dedicated Compliance Archive address (<identifier>@archive.copper.com).
Once set up, messages from the organizational units you select will be archived automatically, with no action required from individual users.
The entire process is completed within the Google Workspace Admin console and takes only a few minutes.
Requirements
Before you begin, make sure you have the following:
An enterprise-level Google Workspace account (the third-party email archiving feature is only available on eligible enterprise editions).
βAdministrator access to your Google Workspace Admin console.
βThe unique archive address (
<identifier>@archive.copper.com) that was assigned to your organization and provided in the welcome email.
π‘ Tip
Set the routing rule on an organizational unit βοΈ, not individual inboxes. New users added to that unit are archived automatically β no manual setup needed per person.
β
Step-by-step guide
Log into the Admin console
Sign in to your Google Workspace Admin console at admin.google.com βοΈ using an account with administrator privileges.
βOpen the Gmail settings
From the main menu, navigate to Apps > Google Workspace > Gmail.
βOpen the Routing section
βSelect an organizational unit
In the left-hand panel, choose the organizational unit you want to monitor. The routing rule will apply to all users within the selected unit.
βAdd the archiving rule
Locate the third-party email archiving section and add a new rule.
βEnter:
A description to identify the rule (for example, "Copper Compliance Archive").
The archive address assigned to your organization was included in the welcome email. It will be formatted as
<identifier>@archive.copper.com.
β
Click Save
Your routing rule is now active π₯³. Emails from the selected organizational unit will be forwarded automatically to your Compliance Archive.
Changes may take a few minutes to fully propagate across Google Workspace.
π‘ Good to know
The Compliance Archive operates independently from Copper CRM. There is no integration to Copper CRM, and access to Copper CRM is not required to access the Compliance Archive. A Compliance Officer can be a user in the Compliance Archive without being a user in the CRM.
βYou must be on an Enterprise plan of Google Workspace. This is required to configure Compliance Archive as a consumer of your Gmail accounts.
β
Have a question? Contact our Customer Success Team using the in-app chat π¬
