How do I add / connect a mailbox to Shipfix?

This article will be split into the following sections:

Connecting Mailboxes

This method applies to connecting both private and shared mailboxes.

Connecting shared mailboxes should only be done once by an admin user or someone who owns the mailbox.

You may give users unintended ownership of a shared mailbox if you use this method to connect users to shared mailboxes.

Instead, please refer to the sections below on "Giving users access to shared mailboxes (Admin User)" and "Giving users access to shared mailboxes (Non-Admin User)".

Follow these steps to add your private mailbox to Shipfix:

1. Navigate to Settings > Mailboxes

   

   
   

2. Click on "Add Mailbox" :

   

3. Add the mail account via Single Sign-On.
   
   This option is typically available if you work with a Microsoft and Google mail setups and allows you to add an email account rapidly and securely via a protocol controlled by your mail provider.
   
   Click on Sign in with Microsoft or Sign in with Google and follow the instructions from either of these:

   

4. Alternatively, configure your account manually by setting up IMAP and SMTP details for your account:

   1. If you select "Use same credentials for SMTP“, you will see this screen for you to enter the IMAP details:

      

   2. If you unselect "Use same credentials for SMTP“, you will have additional options to enter your SMTP details:

      

Please note that for performance and security reasons, we strongly advise you to connect to a new inbox using Single Sign-on where it is available.

If the above solutions don't help, please don't hesitate to contact the platform's support for further assistance at support@shipfix.com.

Giving Users Access to Shared Mailboxes (Admin Users)

Please take note that this should generally be done by someone with ownership of the Shared Mailbox.

Preferably, this would be someone in an admin role or someone who is the Mailbox owner.

If the person granting access to the shared mailbox is not an admin user, please refer to the section below titled "Giving Users Access to Shared Mailboxes (Non-Admin Users)“

1. Navigate to Settings > My Profile:

   

2. For new users, follow the following steps:

   1. Go to Workspace.

   2. Click on Users.

   3. Click on "Add a user“.

   4. Enter the email address.

   5. Enter the Licence and Role.

   6. Select which mailbox to grant the user access to.

      

3. For existing users, please follow the steps below:

   1. Select the user.

   2. Select which mailbox to grant them access to.

   3. Select what access to grant the user.

      

An alternative method for Admin Users to grant a user access is to use the "Manage“ button as laid out in the section below titled "Giving Users Access to Shared Mailboxes (Non-Admin Users)“.

Giving Users Access to Shared Mailboxes (Non-Admin Users)

This method can be used for both Admin users (as an alternative) and Non-Admin users.

To grant access to a shared mailbox when the person performing this task is not an owner/admin, please follow the steps below:

1. Navigate to Settings > Mailboxes:

   

2. Click on "Manage“:

   

3. After which, follow these steps:

   1. Select the user for whom the mailbox has to be shared with (please take note that this user has to be an existing Shipfix user).

   2. Select the access level for the user.

   3. Click on "Update“ to update the access rights.