Run the Mailbox Exchange operational go-live checklist

Verify complete production readiness.

What this guide helps you do

Verify complete production readiness. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

1. Go to 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 and options

This workflow does not expose additional user-entered fields.

Rules and limits

• Activate installer.
• Assign least privilege role/member permissions.
• Configure certificate-valid IMAP/SMTP and shared access.
• Set sync/attachments/logging/web sync/AI/receipts.
• Test inbox/actions/outbox/templates/categories/autoreplies/conversions/protected files/cron/topbar.

Check it worked

• 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.

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