Mailroom Account

Inboxes

How to Create a New Inbox

1. Open the "Mailroom" > "Inboxes" page.
2. Enter the name of the inbox in the "Enter inbox name" field, and press the Enter key or click "+Add."
3. The created inbox can be searched from the "Search your mail inboxes" option on the dashboard.

Adding/Editing Users

1. Select the inbox to which you want to add a user.
2. In the blank space under "Users" on the right, enter the email address of the user you want to add to the respective inbox.
3. If you want to grant editing access (explained below), check the editing access box and click "Add" on the right.

Setting Recipient Names and Forwarding Addresses

1. Select the inbox for which you want to set the addressee and forwarding address.
2. Enter the addressee and forwarding address in their respective input fields, then click the "Save Changes" button.

Action Permission Settings

In the 'Mail Action Permissions,' you can set the actions that can be requested with editing access and viewing access.

1. Check the actions that can be requested with editing access.
2. Check the actions that can be requested with viewing access, then click 'Save Changes'.

Forwarding Addresses for Inbox Users

You can set the address for users to directly send mail to the mailroom if desired.

1. Open 'Mailroom' > 'Settings.'
2. Scroll down, enter the address for users to send directly under 'Mailroom Address,' and click 'Save Changes.'

Mail-In Address

This section displays the email address used to upload images to the inbox.

Use the provided email address to mail in and track your receipts, invoices, etc.

Slack Integration

You can receive notifications on Slack when the Mailroom account uploads mail to the corresponding inbox. You can also connect to Zapier.

Custom Action Items

In addition to default action items, you can add custom action items.

*This is the screen that appears when you click the ”+ Create” button.

Display Text: Tooltip for the icon on the top right corner of the dashboard.

Action: Action to be taken by the operator when this action is requested.

Description: Explanation of the action to be taken by the operator.

Icon: Icon displayed on the top right corner of the dashboard.

1. After completing the inputs, click 'Add.'

2. At the time of creation, it remains in a Draft state.
3. By clicking 'Publish' for the action, it can be made visible on the user's dashboard.

4. Once published, users can see the published action button when they open their inbox.

5. To make it private again, click 'Private' for the action item you want to make private under 'Mailroom' > 'Inbox' > 'Custom Action Items.'

6. To delete, click 'Delete.'。