Mailbox Rights and Roles: Difference between revisions
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/email/shared-mailboxes#associated-roles/ Hornbill Document Library]. | |||
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|[[Main Page|Home]] > [[Administration]] > [[Email Administration]] > Mailbox Rights and Roles | |||
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== Introduction == | |||
Email is used by the Hornbill applications in various processes. For example, Service Manager within Incident management it can be used to both receive [[What_are_Requests? |requests]] to create a call or to communicate progress or resolution of a request. | |||
Your new Hornbill instance is equipped with a default mailbox (helpdesk) which has an inbound service and email address already configured. This can be used to get up and running more quickly. To begin using the default mailbox a new Security Role must be created. Before creating a new role for use with your shared mailbox, we recommend reading general information on the Hornbill Roles, please see the [[Roles|'''Roles''']] wiki page. | |||
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== Related Articles == | |||
:* [[Email_Administration|Email Administration]] | |||
:* [[Shared_Mailboxes|Configuring Shared Mailboxes]] | |||
:* [[Mailboxes|Working With Shared Mailboxes]] | |||
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== Creating a Shared Mailbox Role == | |||
::[[File:New_Mailbox_Role.PNG|700px|right|thumb|<div align="center">'''Create a new Security Role'''</div>]] | |||
=== Create a New Security Role === | |||
Navigate to '''''Home > System > Organisational Data > Roles''''' in Hornbill Administration | |||
:Click 'Create New Role'(located to the top right of the list) and populate the fields as follows:- | |||
:::* '''Role ID''': Mailbox – ''mySharedMailboxname'' | |||
:::* '''Privilege Level''': User | |||
:::* '''Type''': Security | |||
:::* '''Description''': This Role will be used to grant access to the ''mySharedMailboxname'' Shared Mailbox | |||
:At this stage the "Applications" and "Shared Mailboxes" fields aren't active so simply click 'Create Role' | |||
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=== Associate a Shared Mailbox to the New Role === | |||
::[[File:Mailbox_Role_Select_Mailbox.PNG|700px|right|thumb|<div align="center">'''Associate a Mailbox to the new role'''</div>]] | |||
:Now complete the remaining fields. A role purely governing access to a Shared Mailbox does not need application context so the "Applications" field can be left blank. | |||
:::* '''Shared Mailboxes''': select the relevant shared mailbox | |||
:::* Click 'Save' | |||
A further tab will now be exposed at the top of the form labelled "Shared Mailbox Rights". | |||
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=== Select the desired rights === | |||
::[[File:Mailbox_Role_Mailbox_Saved.PNG|700px|right|thumb|<div align="center">'''When a Mailbox is associated, a new tab appears called "Shared Mailbox Rights"'''</div>]] | |||
:::* Click the “Shared Mailbox rights” Tab | |||
:::* Then set the desired rights | |||
==== Suggested Rights for a Typical User==== | |||
This set of rights allows a user to perform all the common actions required to process messages that are received by the Shared Mailbox. It allows a user to view and manage the contents of the shared mailbox. | |||
:::* Can Get Folder Properties | |||
:::* Can Get message | |||
:::* Can Flag Message | |||
:::* Can Delete Message | |||
:::* Can Add File Attachment | |||
:::* Can send message | |||
:::* Can Edit Message | |||
:::* Can Search Message | |||
==== Minimum Rights for Sending An Email ==== | |||
This set of rights only allows an agent to send a message from the Hornbill Platform. It does not allow the user to view or process the contents of the shared mailbox. | |||
:::* Can Send Message | |||
:::* Can Add File Attachment | |||
::[[File:Email_rights.png|700px|right|thumb|<div align="center">'''Check the desired rights and save. The image shows a suggested set of Mailbox rights'''</div>]] | |||
Once you're happy with your chosen rights, click "Save" and proceed to [[Roles|'''Associate the Role to the Users''']] who will require access to this mailbox. | |||
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[[Category: HDOC]] | |||
Latest revision as of 22:45, 15 March 2024
This document can now be found at its new location in the Hornbill Document Library.
