Define Characteristics
  • 28 Jun 2024
  • 2 Minutes to read
  • PDF

Define Characteristics

  • PDF

Article summary

Before heading towards configuration details, let's understand different email types!

Figure: Email Types

The following tabs must be filled out in order to configure a new mailbox under the Mailbox Configuration option:

  1. General
  2. Configuration
  3. Rules
  4. Schedule

Perform the following steps to configure a new mailbox:

1. Navigate to the Settings icon at the top right corner and select Design Studio.

Figure: Settings - Design Studio

2. Select the Application option from the left selection panel. Scroll down and click Mailbox Configuration. Select the desired Domain and Sub Domain from the drop-down, which are mandatory fields.
Click New to configure a new Mailbox.

Figure: Mailbox Configuration- New

General

Kickstart a new configuration! Add all the initial general details required to configure a new mailbox.

Refer to the below snapshot for more clarity.

Figure: Mailbox Configuration- General Tab

Field Description 
Mailbox Name *Give a unique name to your mailbox for the selected Tenant. This name will be displayed on the list page.
Example- Incident to Ticket, Incident to Case etc.
Mailbox DescriptionProvide a general description of the mailbox, mention the purpose and add additional information if required. 
Email ID *Enter the valid Email ID.
Note
Email ID entered during the configuration will be a unique identity and the same email ID cannot be used for other configurations.
Domain *A Domain is highest level on the hierarchy. 
Select the required Domain from the drop-down.
Sub Domain *A Sub-Domain is the second level on the hierarchy. Based on Domain selection the drop-down values for Sub Domain are loaded.
Select the required Sub Domain from the drop-down.
Tenant *Select a Tenant from drop-down. This is a multi-select field.
Logo UploadUpload the desired logo image. The logo is visible on the list page after the successful configuration of mailbox.
ActiveEnable the Active toggle switch to make the configuration active.
Note
The Active toggle will be enabled by default.

An asterisk(*) represents mandatory field.

Change History and Versioning 

A Mailbox Configuration's Change History is often a log or record of any alterations, updates, or changes made to the mailbox throughout time. The term Versioning describes the process of keeping track of various changes or versions of the mailbox over time.

Figure: Versioning and Change History

Change History helps in maintaining transparency, compliance, and accuracy in managing multiple mailboxes across different teams. The change history feature provides a historical reference to each amendment and is a great audit trail. 

The below figure represents the changes made to each item along with the timestamp and user details. Change History gives a detailed overview of changes made to each record. 

Figure: Change History details

A detailed view of each of the records can be accessed by clicking the links. Refer to the image below. 

Figure: Mailbox Configuration - General tab Change History details

Versioning

Versioning helps to understand the number of revisions done to a record. For ex: The figure below depicts v6 which shows that there were 6 revisions done to record. 

Figure: Versioning details



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