Module setup, access and navigation

Assign Mailbox Exchange template permissions

Grant email-template capabilities.

Audience: Mailbox Exchange usersPermission: AdministratorModule v1.0.0
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

  1. Open the exact navigation path shown above.
  2. Select the authorised mailbox, message or configuration record.
  3. Complete the fields or action described in this guide.
  4. 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.