Understand personal and shared mailbox types
Follow this guide to choose ownership and membership model.
Where to goAdmin Area → Mailbox Exchange → Accounts → New or Edit account
What this guide helps you do
Choose ownership and membership model. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.
Follow these steps
- Go to 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 and options
This workflow does not expose additional user-entered fields.
Rules and limits
- Personal account belongs to one owner.
- Shared account is administrator-managed and member-assigned.
- Sharing does not grant all staff access.
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.
Related guides
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