Welcome to the training video on how to set up and manage shared mailboxes
From the main dashboard, navigate to the “My Organization” page
Select the organization to set up mailboxes.
Click on the “Manage Mailboxes” button
In the Manage Mailboxes page, click on the “Add Mailbox” button
Enter a mailbox name
And an active valid email id for the mailbox.
Select the agency. You can select multiple agencies and case types in a single mailbox.
Click on the Case Types input box. This will bring up a list of case types in the agency.
Click on the case types that need to be added to the mailbox one by one.
If you need to add all the case types in ARB in our example, click on the “Check All ARB Case Types” checkbox
This will populate all the case types in ARB.
Enter the optional description for the mailbox.
The status of the mailbox is by default “Active”. If you wish to disable the mailbox, you can make it “Inactive”
Click “Save” to save the mailbox.
A confirmation message will be shown on the screen.
The “Manage Mailboxes” will list a mailbox in the table.
Click on the mailbox name to see the “Mailbox Details” page
The Mailbox Details page shows the basic details and the selected case types.
Return back to Manage Mailboxes page
You can add as many mailboxes as you wish.
To edit a mailbox, click on the “Edit” link.
You can edit the name, email id, case types, etc.
Click on each case type to remove it from the list.
Click the “Save” button
To add members to the shared mailbox, click on the mailbox name to navigate to the Mailbox Details page.
Click on the “Manage Mailbox” button The page displays the members of the organization. You can search for a member using the search box.
To add a member to the organization, click on the “Add Member” link one by one.
Return to the Mailbox Details page to see the list of members added to the mailbox.
Note: A member can be part of multiple mailboxes.
Thank you for watching the tutorial video on how to manage shared mailboxes.
For more help, visit the support menu on the dashboard.