Difference between revisions of "Mailbox Rights and Roles"

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__NOTOC__[[Main Page|Home]] > [[Administration]] > [[Email Administration]] > Set Up Email
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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.  
 
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.  
  
By default you will have a temporary mailbox set up as part of your instance. You will have received an email with details of this when your new instance was set up.
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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 (or any other new Shared Mailbox you create) 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]] wiki page.
  
== Using the Pre-configured Mailbox ==
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== Creating a Shared Mailbox Role ==
  
Your new Hornbill instance is equipped with a pre-configured mailbox which will allow you to get up and running more quickly. To make use of this you must complete the following steps :-
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Roles are created via Hornbill Administration '''Home > System > Organisational Data > Roles'''
  
:# '''Create a Mailbox Role''' - Go to [[Administration|Hornbill Administration]], and then ''Users and Groups'' then ''Roles''. Click 'Create New Role', select "Security Role", and populate the fields as follows:-
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:# Click 'Create New Role'(located to the top right of the list) and populate the fields as follows:-
 
:::* Role ID: Mailbox – Helpdesk
 
:::* Role ID: Mailbox – Helpdesk
 
:::* Privilege Level: User
 
:::* Privilege Level: User
:::* Application: Hornbill Service Manager
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:::* Description: This Role will be used to grant access to the ''xxxxx'' Shared Mailbox
:::* Description: Role to manage Mailbox Access
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:::* Applications: Hornbill Service Manager
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At this stage the "Applications" and "Shared Mailboxes" fields aren't active so simply click 'Create Role'
:::* Groups: Leave Blank
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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: helpdesk
 
:::* Shared Mailboxes: helpdesk
:::* Click 'create role'
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:::* Click 'Save'
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A further tab will now be exposed at the top of the form labelled "Shared Mailbox Rights".
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:::* Click the “Shared Mailbox rights” Tab
 
:::* Click the “Shared Mailbox rights” Tab
 
:::* Then set the following rights...
 
:::* Then set the following rights...

Revision as of 15:17, 30 June 2016

Home > Administration > Email Administration > Set Up Email

Email is used by the Hornbill applications in various processes. For example, Service Manager within Incident management it can be used to both receive 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 (or any other new Shared Mailbox you create) 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 wiki page.

Creating a Shared Mailbox Role

Roles are created via Hornbill Administration Home > System > Organisational Data > Roles

  1. Click 'Create New Role'(located to the top right of the list) and populate the fields as follows:-
  • Role ID: Mailbox – Helpdesk
  • Privilege Level: User
  • Description: This Role will be used to grant access to the xxxxx Shared Mailbox

At this stage the "Applications" and "Shared Mailboxes" fields aren't active so simply click 'Create Role'

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: helpdesk
  • Click 'Save'

A further tab will now be exposed at the top of the form labelled "Shared Mailbox Rights".

  • Click the “Shared Mailbox rights” Tab
  • Then set the following rights...
email rights
  • 'Save changes'
2. Associate the Role to a User who will require access to this mailbox


Integrate with your own Email

Hornbill includes some powerful email integration capabilities. This is performed in Hornbill Administration in the context of Instance Configuration under the "Email" menu item.

See Email_Administration for information on configuring