Module setup, access and navigation

Assign Mailbox Exchange account permissions

Grant account-management capabilities. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Mailbox Exchange usersPermission: AdministratorModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Staff → Roles → Open role → Permissions

What you’ll accomplish

Grant account-management capabilities. 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 to review

  • View
  • Create
  • Edit
  • Delete

Rules the system enforces

  • Capability group: mailboxai_accounts.
  • Registered actions: View, Create, Edit and Delete.
  • Shared-account editing has an additional administrator guard.

How to confirm 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.