Create a personal Mailbox Exchange account

Follow this guide to add a staff-owned connection. 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.

What you’ll accomplish

Add a staff-owned connection. 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

• Email
• Active
• IMAP host/port/encryption
• Authentication type and credentials
• Optional SMTP
• Signature
• AI preferences

Rules the system enforces

• Email must be valid.
• IMAP host and integer port are required.
• Auth type must be password or oauth.
• Provider is stored as custom.
• The account is personal unless an administrator enables sharing.

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.

Continue with related guidance