Retain App: Email Management Guide

This guide explains how to add, manage, and remove Gmail accounts in the Retain macOS app.

Adding a Gmail Account

Step 1: Access Email Settings

Open the Retain macOS app

Look for your profile thumbnail in the bottom left corner of the app

Click on your profile thumbnail (this shows your connected Google account image)

Step 2: Navigate to Email Settings

Once your profile loads, look at the left navigation panel

Find the section labeled "Retain Cloud"

Click on "Email" (located underneath Retain Cloud)

Step 3: Connect Your Gmail Account

In the right pane, you'll see "Gmail" with a "Connect" button

Click the "Connect" button

A browser window will open to connect your Google account to Retain

Step 4: Choose and Authorize Account

Select any Gmail account you want to connect

• Note: This doesn't have to be the same account you use to sign in to Retain

Click "Continue"

Check the box to give Retain access to your Gmail

Wait a moment for the connection to process

Step 5: Verify Connection

After a few seconds, you should see your Gmail account appear in the list

If the account doesn't appear immediately, click the clockwise arrow (refresh icon) to refresh the view

Adding Additional Gmail Accounts

To add more Gmail accounts:

Click the "Connect" button again (this will be available after your first Gmail is connected)

Follow the same authorization process for additional Gmail accounts

Each Gmail account will appear as a separate entry in your email list

Managing Connected Gmail Accounts

Enable/Disable Gmail Accounts

• Each connected Gmail account has a switch/toggle icon next to it
• Use these switches to enable or disable individual Gmail accounts
• Disabled accounts will remain connected but won't sync email data to Retain

Refresh Email List

• If Gmail accounts aren't appearing or seem out of sync
• Click the clockwise arrow (refresh icon) to update the email list

Removing a Gmail Account

Step 1: Locate the Gmail Account

Find the Gmail account you want to remove in your email list

Look for the account's connection status (should show "Connected")

Step 2: Disconnect the Gmail Account

Click the three dots (⋯) next to where it says "Connected"

Select "Disconnect" from the dropdown menu

Click "OK" to confirm the removal

Step 3: Verify Removal

• The Gmail account will be removed from your Retain app
• This will stop all data syncing between that Gmail account and Retain

Important Notes

• Gmail Only: Retain currently supports Gmail accounts exclusively for email integration
• Multiple Accounts: You can connect multiple Gmail accounts to the same Retain app
• Account Flexibility: The Gmail account used for email doesn't need to match your Retain sign-in account
• Data Access: Only Gmail accounts you explicitly connect and enable will sync with Retain
• Privacy: Disconnecting a Gmail account removes Retain's access to that account's email data

Troubleshooting

Gmail account not appearing after connection:

• Wait a few seconds for processing
• Click the refresh icon (clockwise arrow)
• Check that you granted proper permissions during authorization

Connection issues:

• Ensure you have internet connectivity
• Try refreshing the email list
• Verify your Google account permissions

Can't find the profile thumbnail:

• Look in the bottom left corner of the Retain app
• The thumbnail shows your connected Google account image
• If not visible, ensure you're properly signed in to Retain

Gmail access issues:

• Check that you're using a standard Gmail account (not a restricted organization account)
• Verify your organization hasn't restricted OAuth app access
• Ensure you completed the full OAuth authorization process