Category: Onboarding & Access · View source ↗
Onboarding & Access
Shared Mailbox Delegation
Set up or change shared-mailbox access — Full Access, Send As, or Send on Behalf — with owner approval and an audit note. Use when a ticket asks to add someone to a shared mailbox or let them send from another address.
Connectors: none — works with Thread out of the box
Role: Technician
Outcome: Faster Resolution & Response
When to use: “Add <user> to the support shared mailbox” / “<user> needs to send as accounting@<client-domain>” / “give the assistant access to the manager’s mailbox” — setting up, changing, or reviewing a delegation.
Run it: on one ticket — approval-gated, so a human confirms the delegation.
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