⚒️Managing Inboxes

Managing the inboxes in your organization

Admin Tools -> Directory

Managing inboxes requires the Directory Admin role.

To manage inboxes, click on a unit name in the organization tree and select Inboxes.

Creating a New Inbox

• Click the New Inbox button, enter the inbox name, and click Save. Note that inbox names must be unique within their parent unit.

Editing Inbox Details

• Choose the color of the inbox to assist the agent in easily distinguishing between the inboxes in the Agent Console tool.

Archiving and Restoring Inboxes

• You can archive an inbox to remove it from the system logically.

• To archive an inbox, click on the context menu button [...] and click on Archive Inbox.

• You cannot archive an Inbox if services or calendars reference it.

• An archived inbox can be restored using the context menu on the Inbox List page.

Access Permissions

To access a specific inbox, agents must belong to a group that is allowed to access the inbox. Use the Inbox Permissions tab to specify the groups that can access the inbox.

To grant a group access to an inbox:

• Go to the Permissions tab.

• Check the groups to which you wish to grant access to the inbox.

See Inbox Access Permissions

Inbox Automations

Automations are custom actions that Cubu automatically applies to cases in the current inbox when a set of conditions is fulfilled.

Automations are defined for specific inboxes and applied to the cases in the inbox.

See Automation