Manage a mailbox

All users with access to a mailbox have the ability to manage it.

Managing a mailbox means being able to:

edit the mailbox and change its properties,
manage its delegates,
manage the mailing list associated with the mailbox,
manage the classification trees associated with the mailbox.

All the mailbox management actions are available in the Manage tab of the mailbox.

Edit the mailbox properties

The Edit tab is the default sub-tab of the mailbox management. This tab displays the mailbox properties in edit mode.
To edit mailbox properties make the modifications needed and click Save.
Not all properties can be edited: the mailbox type and its parent cannot be modified.

See how to create a mailbox for all the properties of a mailbox.

Manage the delegates of the mailbox

Users who can access a given mailbox are called delegates. You can assign and remove users, or groups of users, as delegates of the mailbox.

Give access to a mailbox

To add delegates to the mailbox:

In the Manage tab of the mailbox, click on the Delegation sub-tab.
Type the first characters of the name of the user or group you want to add as delegate of the mailbox.
The names of users or groups corresponding to the typed characters are automatically displayed as you type.
Click on the user or group.
Click on Save.
The users immediately have access to the mailbox and the cases contained inside the mailbox.
The mailbox is now visible in the left pane of the screen of everyone assigned the delegate role.

Deny access to a mailbox

To remove delegate on the mailbox:

Click on the icon in front of the name of the user or group you don't want to access the mailbox anymore.
Click on Save.
The mailbox, along with the cases it contains, is not available anymore to users selected in the above operation (the mailbox is not displayed in the list of his mailboxes in the left pane). This change is applied immediately after the save button was pressed.

Manage the classification trees associated with a mailbox

Classification trees are folders in which users can file cases. This structured approach helps with case organization and processing. Classification trees are associated with mailboxes. This means that giving access to a mailbox gives also access to the associated classification folders.

When a mailbox is created, a default classification tree is created as well. The new classification tree is named after the mailbox with one difference - it is prefixed with "Cl - " (for +Cl+assification).

As soon as you can access a mailbox, you can create new classification trees associated to it.

To create a classification tree:

In the Manage tab of the mailbox, click on the Classification folder sub-tab.
The classification folder roots that already exist are displayed.
Click on the button Create a new classification root.
Give the new classification folder root a title, a description (optional).
Click on the button Create.
The Content tab of the classification folder is displayed. You can now create subfolders and classify documents in the folder.

Manage the mailbox mailing lists

Mailing lists are available on Nuxeo CMF 1.7.

To make distribution of cases easier, a mailbox can have mailing lists. This enables users to send cases to several mailboxes in a single operation.

Create a new mailing list

To create a new mailing list:

In the Manage tab of the mailbox, click on the Mailing list sub-tab.
Type the title of the new mailing list and click on the Create button.
The list is created and the form to add mailboxes to the list appears.
The mailing list is now available in the Distribute tab of cases.
In the mailbox search field, type the name of the mailbox you want to add to the list.
As you type the mailboxes that correspond to what you typed are displayed.
Now you can click inside the suggestion box on the mailbox you want to add .
If you need to add more mailboxes, repeat steps 3 and 4.
Click on the Updated button.
The changes are saved.

Edit a mailing list