Manage Inbox Access

Overview

Before you begin

• You need access to Config.
• You need access to Practice Inbox settings.
• The inbox must not be marked Default.

Steps

1. Click Config.
2. Click Inbox.
3. Click the Inboxes tab.
4. Find the inbox you want to manage.
5. Click Edit.
6. Click the Users tab.
7. Click Users to add or remove individual users.
8. Enter at least two characters in the user search box to preform a search.
9. Click a user in the results list to add that user.
10. Click the X next to an assigned user to remove that user.
11. Click Teams to add or remove teams.
12. Enter at least two characters in the team search box.
13. Click a team in the results list to add that team.
14. Click the X next to an assigned team to remove that team.

Troubleshooting

• If the Users tab is disabled, then the inbox is marked Default.
• If you see a message that the default inbox is visible to everyone, then you are editing the Default inbox. Double check and make sure this is the Inbox you want to edit. You MUST have one default inbox that everyone has access to.
• If no results appear in search, then enter at least two characters.