AdvisorEngine CRM users of the Microsoft 365 integration can add up to four additional shared inboxes to their Email Management workspace.

Requirements

• The firm must be using the Microsoft 365 integration.
• The user must have their User Setup for M365 complete.
• For the inbox you want to add, the owner of the inbox must grant you Delegate access from within Microsoft 365. See Sharing in Outlook for more information.

Adding a Shared Mailbox

1. Navigate to your User Profile > User Preferences.
2. Click EDIT to begin making changes.
3. Click SETUP under Email Configuration > Shared Mailboxes.
4. In the Add Mailbox field, enter the email address of the mailbox you want to add, then click ADD.
5. Click OK on the dialog when finished and SAVE on the User Preferences page to save your changes.

The contents of the selected mailboxes will now be visible on the Email Management workspace and available for all normal manual management functions.