Amend Mailbox Permissions Crate
What does the Amend Mailbox Permissions Crate do?
Our Amend Mailbox Permissions Crate provides a streamlined, secure method for managing mailbox access in Microsoft 365 environments. This Crate automates the process of adding, removing, or viewing permissions for mail-enabled mailboxes, ensuring precise access control and comprehensive audit tracking.
The Amend Mailbox Permissions Crate automates the following processes.
Permission management
Adding or removing Full Access permissions
Adding or removing Send As permissions
Viewing current mailbox access levels
Automatic documentation
Creates a new ticket or allows selection of an existing one.
Captures the reason for permission changes
Ensures accountability and compliance for mailbox access modifications
Automated logging and tracking
Generates detailed logs of all permission changes
Creates or updates tickets in your PSA
Provides a clear audit trail of access modifications
Why use the Amend Mailbox Permissions Crate?
This Crate is designed to support MSPs and IT teams in efficiently and securely managing email access from the parent organization. By enabling the child organizations in the form trigger, MSPs can seamlessly grant and control access to the form for their customers. Common use cases include:
Emergency access management
Quickly grant temporary access for critical troubleshooting
Provide short-term mailbox permissions for urgent situations
Ensure immediate response capabilities while maintaining security
Routine operational changes
Grant access to a mailbox after an onboarding or offboarding
Temporarily grant access for specific projects or collaborations
Handle delegation of mailbox access during employee absences
Allow managers to access team mailboxes
Grant temporary access for external consultants
Manage shared mailbox permissions for departments
Compliance and security
Maintain detailed logs of all permission changes
Ensure minimal and purposeful mailbox access
Crate prerequisites
Integration requirements
The Microsoft 365 bundle must be setup. View instructions for how to do this here.
Your PSA must be integrated with Rewst.
Unpack the Amend Mailbox Permissions Crate
Navigate to Crates > Crate Marketplace in the left side menu Rewst platform.
Search for the
Amend Mailbox PermissionsCrate.Click on the Crate tile to begin unpacking.
This will open that PSA integration’s configuration form in a new tab. Note that this list will have check marks if you have already met the prerequisite integration and org variable setup needs.
Click Unpack Crate.
Choose your PSA from the drop down list.
Click Continue.
Change the Workflow name, if desired.
Leave form options at their default state.
Click Unpack.
Example: Unpack the Amend Mailbox Permissions Crate
Amend Mailbox Permissions form
Access the Form
Navigate to Automations > Forms.
Search for [Rewst] M365: Amend Mailbox Permissions.
Open the form’s options by clicking the ⋮ menu to the right.
Click Usages.
Click View Direct URLs.
Click on the form for the child organization, or use the parent org form for MSPs form users.
Fill Out the Form
Customer or client
Choose the specific client for whom permissions will be modified. Click the drop down arrow of the Client field, or begin typing the name into the field to jump to the client name.
Ensures changes are applied to the correct organization
Example:
Cluck-U
Ticket
Choose the ticket number related to the access request. Click the drop down arrow of the Ticket field, or begin typing the name into the field to jump to the ticket name.
Links permission changes to a specific support context
Provides tracking and audit trail
User
Identifies the primary mailbox for permission modifications
Both of these mailbox types will work with the form.
Individual User Accounts:
[email protected]Shared Mailboxes:
[email protected]
Action Type
Specify the type of permission modification you would like to execute by clicking on one of the following options. Clicking on each will add additional relevant fields and options to the form.
Add Perms: Grant new access rights via Add Full Access Users to Selected Mailbox and Add Send As Access Users to Selected Mailbox
Remove Perms: Revoke existing access via Remove Existing Full Access Users and Remove Existing Send As Users
View Perms: Check current access levels via All Perms permission data check
When finished filling out the form, remember to click Submit.
Add permissions form example
Fields:
Client: Cluck-U
Ticket: Grant John Smith the mailbox access.
User:
[email protected]Action Type: Add Perms
Add Full Access Users:
Add Send As Access Users:
Remove permissions form example
Fields:
Client: Cluck-U
Ticket: Remove John Smiths access
User:
[email protected]Action Type: Remove Permissions
Remove Existing Full Access Users:
View permissions form example
Fields:
Client: Cluck-U
Ticket: Report mailbox permissions for John Smith
User:
[email protected]Action Type: View Permissions
Example Permission Data for
[email protected]This user has access to the Shared Mailbox - HR Assistant - [email protected] mailbox Full Access Users
User: [email protected] Access Rights: Full Access
User: [email protected] Access Rights: Full Access
Send As Users User: [email protected] Access Rights: Send As
User: [email protected] Access Rights: Send As
What happens during permission modifications?
Adding permissions
User verification process
Validates user identities across the organization
Ensures users are correctly mapped to the intended mailbox
Checks existing permission levels before addition
Permission granting workflow
Systematically applies requested access rights
Supports multiple simultaneous permission additions
Handles complex permission scenarios across different user groups
Comprehensive tracking
Generates detailed audit trail of all permission changes
Captures metadata about the permission modification
Links permission changes to specific organization context
Notification and documentation
Automatically creates or updates support tickets
Logs all permission modification details
Provides clear, traceable record of access changes
Removing permissions
Permission revocation process
Methodically removes specified access rights
Supports bulk and individual user permission removals
Ensures complete and immediate access termination
Access validation
Confirms current permission status before removal
Prevents unnecessary or redundant access revocation
Maintains integrity of mailbox access controls
Security and compliance tracking
Creates comprehensive removal logs
Documents rationale for permission changes
Supports organization security and compliance requirements
Automated reporting
Updates relevant ticketing systems
Generates immediate notifications of access changes
Provides clear audit trail for management review
Viewing permissions
Comprehensive access snapshot
Retrieves complete permission landscape for a mailbox
Displays all current access levels and user rights
Offers granular visibility into mailbox access configurations
Detailed permission mapping
Shows Full Access and Send As permission details
Identifies all users with specific mailbox access
Provides context for each permission type
Reporting and insights
Generates instant permission overview
Supports security audits and access reviews
Enables quick identification of potential access risks
Flexible exploration
Allows drill-down into specific permission details
Supports various reporting and export formats
Facilitates comprehensive access management
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