Assign Mailbox Exchange template permissions
Grant email-template capabilities.
Exact navigationAdmin Area → Setup → Staff → Roles → Open role → Permissions
What this guide covers
Grant email-template capabilities. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.
Exact step-by-step process
- Open the exact navigation path shown above.
- Select the authorised mailbox, message or configuration record.
- Complete the fields or action described in this guide.
- Save or submit once, then verify the resulting status and related record.
Fields, choices and supported possibilities
- View
- Create
- Edit
- Delete
Code-backed validations and workflow rules
- Capability group: mailboxai_templates.
- Registered actions: View, Create, Edit and Delete.
- Only active accessible templates appear in compose.
Expected result and verification
- The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.
Security, audit and troubleshooting checks
- Use the exact authorised account, role and record before saving or sending.
- Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
- Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
- Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.
