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  • Welcome to Rewst
  • Documentation
    • Automations
      • Workflows
        • Workflow builder: How to set up a workflow
        • Task transitions
        • Data aliases
        • Best practices for designing workflows
        • Advanced workflow operations menu
        • Data input and output: Input variables and context variables
        • Option generator workflows
        • Completion handlers and workflow wrappers
        • Boolean logic in Rewst workflows
        • Document with RoboRewsty
      • Forms
        • Build a form with Rewst's Form Builder
        • Embed a form into an iFrame
        • Clone an existing form
        • Conditional fields
        • Form organizational variables
        • Troubleshoot unpacked Crate forms
      • Templates and scripts
      • Actions
        • Core actions
        • Rewst actions
        • Transform actions
          • Add or subtract from DateTime transform action
          • All transform action
          • Any transform action
          • Append with items results transform action
          • Compare dates transform action
          • Convert list to object transform action
          • Convert DateTime to timezone transform action
          • Defang transform action
          • Diff lists transform action
          • Flatten list transform action
          • Format date time transform action
          • Generate friendly password transform action
          • Get business days between dates transform action
          • Get DateTime transform action
          • Get days between dates transform action
          • Get list length transform action
          • Get string length transform action
          • Is JSON transform action
          • Map to an attribute within a list transform action
          • Merge lists transform action
          • Parse CSV transform action
          • Parse text to JSON transform action
          • Refang transform action
          • Remove duplicates from list transform action
          • Return element transform action
          • Select attribute transform action
          • Set list field value transform action
          • Set variable transform action
          • Sort transform action
          • Split text transform action
          • Transform list objects transform action
          • Trim variable transform action
        • Workflows actions
      • Triggers
        • Trigger criteria
        • Trigger use cases and examples
          • Customize PSA ticket triggers
          • Use webhook triggers
    • App Builder
      • Get started with App Builder
      • Components
        • Accordion component
        • Button component
        • Container component
        • Chart component
        • Data table component
        • Form component
        • Grid container component
        • Grid item component
        • Header component
        • HTML container component
        • Image component
        • Link component
        • Menu component
        • Row component
        • Sidebar component
        • Text component
        • Workflow input component
      • Prebuilt Apps: Available by request
        • Forms portal
        • End user portal
        • Operational analytics reporting portal
      • Manage your apps
      • Manage your pages
      • Domains
      • Permissions
      • Authentication
      • Themes
      • Page builder
    • Crates
      • Stewart's 30 favorite Crates
      • Production Crate list
      • Migrate between Crate versions
      • Crate deprecation FAQ
      • Crate guides
        • Ad-Hoc Install/Uninstall Software via Chocolatey Crate
        • Add Client to Rewst Crate
        • Alert on Expiring App Reg Certificates Crate
        • Alert on Expiring App Reg Secrets Crate
        • Amend Mailbox Permissions Crate
        • Billing Count Report Crate
        • Bulk Create Client from PSA Crate
        • Change a User’s Password Crate
        • Configure Organizational Variables Crate
        • ConnectWise PSA Agreement Mapping Crate
        • CWM: Technician Toolbox via Pod Crate
        • Document M365 environment Crate
        • Document Group Details V2 Crate
        • Document M365 Shared Mailbox Details V2 Crate
        • Document Rewst Form URLs (IT Glue/Hudu) Crate
        • Document User Details V2 Crate
        • Export Intune Policies and Configurations Crate
        • Identify Users in Bypass Mode Crate
        • Just in Time Admin Access Crate
        • M365 CSP/GDAP Permission Checker Crate
        • M365: Generate Org Chart Crate
        • Manage Duo Phones Crate
        • Mass Update Org Variables via CSV Crate
        • Microsoft 365 Quarantine Email Release Crate
        • Microsoft: User Offboarding Crate
        • Microsoft: User Onboarding Crate
          • Onboarding Crate process overview
          • Onboarding Identity provider configuration and setup
          • Onboarding form inputs and workflow process
          • Expanded features and customizing the Onboarding Crate
          • Onboarding context and organizational variables reference
          • Test and troubleshoot the Onboarding crate
        • New User Onboarding Crate
          • Identity provider setup - new user add
          • Step 1: Setting up organization variables
          • Step 2: New user onboarding form
          • Step 3: New user onboarding form minimalistic
        • Notify on Conditional Access Policy Changes Crate
        • OpenAI Ticket Categorization Crate
        • OpenAI Ticket Sentiment Analysis Crate
        • Remove Malicious Email and Block Sender Crate
        • Time Savings Report Crate
        • Triage SentinelOne Threat Alerts Crate
        • User Offboarding V2 Crate
        • View Rewst integration Org Variables
    • Configuration
      • Integrations
        • Top 5 integration types : Get started with integrations in Rewst
        • Multi-instance integration
          • Multi-instance integration setup
          • Integrate multiple instances of the same integration
        • Custom integrations
          • Custom integrations: V2
          • Custom integrations: V1
        • Integration guides
          • Acronis integration
          • Addigy integration
          • Anthropic integration
          • Asana integration
          • Auvik integration
          • BambooHR integration
          • Bitdefender GravityZone integration
          • BYOD for options generators
          • Cisco Meraki integration
          • ConnectSecure integration
          • ConnectWise Automate integration
          • ConnectWise PSA integration
          • ConnectWise ScreenConnect integration
          • Cork integration
          • Cove integration
          • CrowdStrike integration
          • Database integration setup
          • Datto Autotask PSA integration
          • Datto RMM integration
          • Discord integration
          • DNSFilter integration
          • Duo integration setup
          • Freshdesk integration
          • GitHub integration
          • GoDaddy integration
          • Google admin
            • Google Enterprise License Manager integration setup
            • Google Workspace Admin integration setup
          • HaloPSA integration
          • HubSpot integration
          • Hudu integration
          • Huntress integration
          • ImmyBot integration
          • Ingram Micro integration setup
          • IT Glue integration
          • ITPortal integration
          • Jira integration
          • JumpCloud integration
          • Kaseya BMS integration
          • Kaseya VSA integration
          • Kaseya VSA X integration
          • Liongard integration
          • Mailgun integration setup
          • Microsoft Cloud integration bundle
            • Prerequisites and best practices for Microsoft integrations
            • Owned app registration
            • Migrate legacy Microsoft integrations
            • Microsoft Azure
              • Microsoft Azure integration setup
              • Azure actions
            • Microsoft Graph
              • Microsoft Graph integration setup
              • Graph actions
              • Graph subscriptions
              • Send mail as an impersonated user using Microsoft Graph API
            • Microsoft CSP
              • Microsoft CSP integration setup
              • Rewst user setup and GDAP relationship guidance
              • Add a new client via Microsoft Cloud Solution Provider
            • Microsoft Exchange Online
              • Microsoft Exchange Online
              • Exchange Online and multi-property values
            • Microsoft Cloud permissions
            • Common issues with the Microsoft Cloud integration bundle
              • Embracing the Microsoft Minute
              • Troubleshooting installation issues
              • Graph error when using Sendmail as impersonated user
              • Navigating the Microsoft-led transition to GDAP (2023)
          • N-able N-central integration
          • N-able N-sight integration
          • Nerdio integration
          • NinjaOne integration
          • Nodeware integration
          • Notion integration
          • Okta integration setup
          • OpenAI
            • OpenAI integration
            • Azure OpenAI integration setup
          • Pax8 integration
          • Proofpoint integration
          • QuickBooks Online integration
          • SaaS Alerts integration
          • SentinelOne integration
          • ServiceNow integration
          • Sherweb integration
          • Shortcut integration
          • Slack integration
          • Slide integration
          • SonicWall NSM integration
          • Sophos integration
          • Stripe integration
          • SuperOps integration
          • SyncMonkey integration
          • Synnex Australia integration
          • TD Synnex Stellr integration
          • TD Synnex StreamOne Ion integration
          • Traceless integration
          • Twilio integration
          • Webroot integration
          • Xero integration
      • Organizations and organization variables
    • Rewst Tools
      • The Live Editor
      • PowerShell interpreter
    • Settings
      • Users
      • Organizations
      • Permissions and roles
      • Tags
    • Jinja
      • Intro to Jinja
      • Jinja essentials
      • Data types
      • List of Jinja filters
      • Jinja filter examples
      • Common Jinja examples
        • Conditional statements and logical operators
        • Jinja macros
        • Date-time comparisons
        • Block scope
        • Try/catch blocks
        • Generate CSVs dynamically with Jinja
        • Split strings, replace characters, and combine strings
        • Dictionary unpacking
        • Loops in Jinja
        • Mimick switch statements in Jinja
      • Jinja use cases and best practices
        • Work with Jinja lists
        • Combine Jinja lists
        • Jinja reserved keywords
        • Collect CTX variables dynamically using Jinja
        • Efficiently extract nested data
      • Internal Rewst Jinja examples
      • Use PowerShell scripts in Rewst
    • Agent Smith
      • Agent Smith configuration overview
      • Deploy Agent Smith with ImmyBot
      • Deploy Agent Smith with Microsoft Intune
  • Security
    • Incoming and outgoing domains and IPs
  • Terms and Definitions
    • Glossary of terms
  • Updates
    • Rewst Open Mic
      • Sign up to present at any Open Mic
      • Rewst Open Mics: North America
        • 2025 Rewst Open Mics: North America
          • May 23, 2025: What If Client Onboarding Just… Ran Itself?
          • May 16, 2025: Secure Your Help Desk with Face Match Automation
          • May 9, 2025: No Webhook? No Problem - Automating Microsoft Bookings with Emails
          • May 2, 2025: How One Trick Tamed This Workflow Builder's Chaos
          • April 25, 2025: From Guesswork to Gold – Automating Client Profitability with Precision
          • April 11, 2025:
          • April 4, 2025: Powershell in Rewst Preview
          • March 28, 2025: How Little Changes and Small Updates Bring BIG Value
          • March 21, 2025: Showing the First Workflow We Ever Made
          • March 14, 2025: An M365 Special! Workflows that Focus on Microsoft 365!
          • March 7, 2025: Microsoft Now Auditing P1 Licenses Usage
          • February 28, 2025: Cleanup Your Stale Devices with This Automation
          • February 21, 2025: Live from Right of Boom 2025, It's the Weekly ROC Open Mic!
          • February 14, 2025: Valentine's Day Edition
          • February 7, 2025: It's Official! Rewst Now Supports Agent Smith!
          • January 31, 2025: Aharon has some big news about platform improvments
          • January 24, 2025: Migration & compliance workflows... What's the cluck about powershell?
          • January 17, 2025: Cloudflare, Compliance, and Pro Tips
          • January 10, 2025: Simple Automation Demos, Device Lookups, and Payment Notificaitons
          • January 3, 2025: Pax8 OAuth, Connecting Multiple Products, GitHub Challenges
        • 2024 Rewst Open Mics: North America
          • December 27, 2024: Aharon Intro Quiz, Workflow Hacks, GraphQL Insights
          • December 20, 2024: MFA Updates, Onboarding, Vehicle Status & Bookings
          • December 13, 2024: JIT Crates, Faster Debugging, and API Wins
          • December 6, 2024: Mastering Patch Management, Budget Alerts, and Ticket Assignments
          • November 28, 2024 - How Listening to Your Workflows Can Improve Your Automations
          • November 22, 2024 - Efficiency Boosts, Password Insights, and D&D
          • November 15, 2024 - Mark Your Calendars for June 24 - June 26, 2025
          • November 8, 2024 - Live from ITNation 2024, it's the Open Mic!
          • November 1, 2024 - Free Remote Control by Automating RustDesk
          • October 25, 2024 - Oh? See What Just Hatched!
          • October 18, 2024 - The Teams Bot That Does Literally Everything
          • October 11, 2024 - Unlock Hidden Azure AD Data with this GENIUS Workflow Trick
          • October 4, 2024 - When This Integration Tells Rewst To Do Things For It
          • September 27, 2024 - 3 Examples of Automations that Help with Ticket Management
          • September 20, 2024 - How to Help The ROC Help You
          • September 13, 2024 - See How to Seamless Sync Calendly Events and Tickets with Rewst
          • September 6, 2024 - See This Custom Cloud Backup Integration Implemented in Rewst
          • August 30, 2024 - The Automation Rewst Uses to Introduce New Employees
          • August 23, 2024 - Build Workflows With Your Friends With This Upcoming Feature
          • August 16, 2024 - The Behind the Scenes of CyberDrain's CTF
          • August 9, 2024 - Aharon Makes a Huge Announcement
          • August 2, 2024 - Provision the Entire Microsoft Teams Bot Framework with a Single Form
          • July 26, 2024 - Transform Your ConnectWise Experience with App Platform
          • July 19, 2024 - What Everyday Life Can Teach Us About Automation
          • July 12, 2024 - We've Been Trying to Reach You Regarding Your Device's Extended Warranty
          • July 5, 2024 - Freedom to Innovate Day!
          • June 28, 2024 - Still Wondering About the Token from FLOW?
          • June 21, 2024 - Post FLOW Glow
          • June 14, 2024 - The One Trick That Boosts Your Screen Share Experience in Teams by 10X
          • June 7, 2024 - Discover the Lessons Your Workflows are Trying to Teach You
          • May 31, 2024 - Simplify Organization Variables by 10X With This 1 Trick
          • May 24, 2024 - ImmyBot + Rewst = Better Together
          • May 17, 2024 - Solve All Your Meal Prep Problems With This Automation
          • May 10, 2024 - The Most Requested Integration has Finally Been Added to Rewst
          • May 3, 2024 - The Flow Announcement that Made Our Marketing Team Nervous
          • April 26, 2024 - Come See What Pizza's Cooked Up
          • April 19, 2024 - Bring Back Negative Time Savings or Implement Folders?
          • April 12, 2024 - Hey Siri, Make a Ticket! Alexa, Close My Ticket
          • April 5, 2024 - The Microsoft Bundle You Can't Miss Out On
          • March 22, 2024 - App Platform Maddness
          • March 15, 2024 - What to Automate First When Getting Started with Rewst?
          • March 8, 2024 - Live from Right of Boom, it's the ROC Open Mic
          • March 1, 2024 - Early Bird Specials for Flow in the Kewp
          • February 23, 2024 - Pardon My Jinja
          • February 16, 2024 - Pizza's Cooking in the Oven
          • February 9, 2024 - Becoming a Jinja Ninja with the New Live Editor
          • February 2, 2024 - Inside the Eye of the Brainstrom
          • January 26, 2024 - New Feature On the Horizon + App Platform Demos
          • January 19, 2024 - Beta Features, Webhooks, and a Journey through Workflow Creation
          • January 12, 2024 - Alpha App Platform Demos
          • January 5, 2024 - Happy New Year! Azure Tables and GDAP Troubleshooting
        • 2023 Rewst Open Mics: North America
          • January 6, 2023 - Capacity Alert - Your Inbox is at 99%
          • January 13, 2023 - Form Management, Asset Management and Tag Management
          • January 20, 2023 - Backend Re-Architecture Episode II - Attack of the Clones
          • January 27, 2023 - Rewst User Creation Inception and Automating Package Deliveries
          • February 3, 2023 - AI generated diagnostics!
          • February 10, 2023 - Todays Description Brought to You by ChatGPT
          • February 17, 2023 - Trigger Review and QA
          • February 24, 2023 - NC20 and R0C2 Show Off Auvik Integration and Workflows
          • March 3, 2023 - New Webhooks, Tracking Steam Deals, and Templates? Oh my!
          • March 10, 2023 - Get those workflows in line
          • March 17, 2023 - Email tracking, workflow listening and URL parametering
          • March 24, 2023 - The Truly Open Mic - Coming back from the Onsite
          • March 31, 2023 - All Hail King Brandon (from eTop)
          • April 7, 2023 - Tech Talk - GitHub, Azure OpenAI, and Improving User Experience
          • April 14, 2023 - Introducing Cluck U!
          • April 21, 2023 - [Redacted] and Custom Integrations
          • April 28, 2023 - Tools and Techniques for Streamlining Workflows and Building Relationships
          • May 5, 2023 - New Integrations, Epic Workflows, and Exciting things to come!
          • May 12, 2023 - The Legend of Rewst - Unsupported Custom Integrations (and more!)
          • May 19, 2023 - Custom Integrations are live and Custom Workflows from Customers and Partner Service
          • May 26, 2023 - Automation and Terrifying Space Chickens
          • June 2, 2023 - New Beginnings and Saving time with Rewst
          • June 9, 2023 - Automation Doesn't Have To Be Like Pulling Teeth
          • June 23, 2023 - Will The Real Aharon Chernin Please Stand Up?
          • June 16, 2023 - The Toasted Kelvin and Brandon Brandwich
          • June 30, 2023 - No Brandwich But It's Still Chowtime
          • July 7, 2023 - Fowl Play with OpenAI and Azure OpenAI
          • July 14, 2023 - Go Hug Your IT Person
          • July 21, 2023 - Transform(er)s – Jinja in Disguise
          • July 28, 2023 - Who's that Docu-mon? It's GitBook!
          • August 4, 2023 - Aharon on a Plane
          • August 11, 2023 - If You Smell What the ROC is Cooking
          • August 18, 2023 - Info Nuggets and Jinja Burgers
          • August 25, 2023 - Looks like Brandwich's Back On the Menu
          • September 1, 2023 - Applying Cube Rules of Food to Automations
          • September 8, 2023 - Special Guest Automation from Down Under
          • September 15, 2023 - If You Smell What The ROC Is Cooking Pt.2
          • September 22, 2023 - Efficient Onboarding, Custom Integrations, and SQL Magic
          • September 29, 2023 - No Microtransactions with These New Crates
          • October 6, 2023 - MFA Buffet
          • October 13, 2023 - Mail Tracking, Error Handling, and Onsite Requests
          • October 20, 2023 - Sophos Firmware Updates, CSP Connectors, and GDAP Documentation Workflows
          • October 27, 2023 - Rewst API w/ Webhooks, Email Signatures, Content Filters, and Secret Santa
          • November 3, 2023 - Huge Rewst Announcements You Can’t Miss Out On
          • November 17, 2023 - Domo Arigato, Rewsty Roboto
          • December 1, 2023 - App Platform, Ticket Generation, and Custom Integrations
          • December 8, 2023 - Never Send a Human to Do a Machine's Job
          • December 15, 2023 - Compromised Users, Automated Documentation, and Troubleshooting Errors
          • December 22, 2023 - Simply Having a Wonderful Rewsty Time
          • December 29, 2023 - Last Open Mic of 2023!
          • July 14, 2023 - Go Hug Your IT Person
          • November 24, 2023 - Thanksgiving Edition, Canadian Takeover
        • 2022 Rewst Open Mics: North America
          • May 27, 2022 - Graph API
          • June 3, 2022 - Connectwise Pods
          • June 10, 2022 - Interactive Teams Messages
          • June 24, 2022 - The Rewst Crate Marketplace
          • June 17, 2022 - How to use Jinja in Rewst
          • July 1, 2022 - Leaping and Looping through your data
          • July 8, 2022 - New ways to deal with data and client example workflows!
          • July 15, 2022 - The Rewst platform and how to use DateTime comparisons in Jinja
          • July 22, 2022 - How can you utilise webhooks in Rewst?
          • July 29, 2022 - How do you know that the person on the phone is who they say?
          • August 5, 2022 - SUPER AWESOME NEW FEATURE!
          • August 12, 2022 - New Results Page
          • August 19, 2022 - Friendly Password Generator & ROC Assistance
          • August 26, 2022 - Data retention & Cron Jobs
          • September 2, 2022 - Debugging Workflows
          • September 9, 2022 - Microsoft 365 Delegation
          • September 16, 2022 - Immybot & Parse ticket data
          • September 23, 2022 - Context Switching
          • October 7, 2022 - ConnectWise Manage Agreement Sync
          • October 14, 2022 - QOL Changes & With Items Walkthrough
          • October 21, 2022 - Bring! Your! Own! Database!
          • October 28, 2022 - ImmyBot & User Offboarding
          • November 4, 2022 - Your Workflows are Listening 👀
          • November 18, 2022 - Jinja Conditions in Templates / Scripts
          • December 2, 2022 - Using custom HTTP requests (HaveIBeenPwned) with your existing integrations
          • December 9, 2022 - Jinja expansion. Plus, Mendy & Jared!
          • December 16, 2022 - Tackle tough ticket triage troubles and flatten funkily formatted lists
      • Rewst Open Mics: Europe
        • 2025 Rewst Open Mics: Europe
          • May 1, 2025: Auto-Document Everything with This Brilliant IT Glue Automation!
          • April 3, 2025: The Very First EU Open Mic!
      • ROC Open Mics: Oceania
        • 2025 Rewst Open Mics: Oceania
          • May 2, 2025: Smarter Microsoft Integrations & Workflows – Tips from the Rewst Open Mic
          • April 4, 2025: The Very First ANZ Open Mic!
    • Development updates
      • 2025 Dev updates
        • May 30, 2025 - Dev update
        • May 23, 2025 - Dev update
        • May 16, 2025 - Dev update
        • May 9, 2025 - Dev update
        • May 2, 2025 - Dev update
        • April 25, 2025 - Dev update
        • April 18, 2025 - Dev update
        • April 11, 2025 - Dev update
        • April 4, 2025 - Dev update
        • March 28, 2025 - Dev update
        • March 21, 2025 - Dev update
        • March 14, 2025 - Dev update
        • February 28, 2025 - Dev update
        • February 21, 2025 - Dev update
        • February 14, 2025 - Dev update
        • February 7, 2025 - Dev update
        • January 24, 2025 - Dev update
        • January 17, 2025 - Dev update
        • January 10, 2025 - Dev update
      • 2024 Dev updates
        • December 27, 2024 - Dev update
        • December 20, 2024 - Dev update
        • December 13, 2024 - Dev update
        • December 6, 2024 - Dev update
        • November 29, 2024 - Dev update
        • November 8, 2024 - Dev Update
        • October 25, 2024 - Dev Update
        • October 18, 2024 - Dev Update
        • October 11, 2024 - Dev Update
        • October 4, 2024 - Dev Update
        • September 27, 2024 - Dev Update
        • September 13, 2024 - Dev Update
        • September 6, 2024 - Dev Update
        • August 30, 2024 - Dev Update
        • August 23, 2024 - Dev Update
        • August 16, 2024 - Dev Update
        • August 9, 2024 - Dev Update
          • August 2, 2024 - Dev Update
        • July 26, 2024 - Dev Update
        • July 19, 2024 - Dev Update
        • July 12, 2024 - Dev Update
        • July 5, 2024 - Dev Update
        • June 28, 2024 - Dev Update
        • June 14, 2024 - Dev Update
        • June 7, 2024 - Dev Update
        • May 31, 2024 - Dev Update
        • May 24, 2024 - Dev Update
        • May 17, 2024 - Dev Update
        • May 10, 2024 - Dev Update
        • May 3, 2024 - Dev Update
        • April 26, 2024 - Dev Update
        • April 19, 2024 - Dev Update
        • April 12, 2024 - Dev Update
        • April 5, 2024 - Dev Update
        • March 22, 2024 - Dev Update
        • March 8, 2024 - Dev Update
        • March 1, 2024 - Dev Update
        • February 23, 2024 - Dev Update
        • February 16, 2024 - Dev Update
        • February 9, 2024 - Dev Update
        • February 2, 2024 - Dev Update
        • January 19, 2024 - Dev Update
        • January 12, 2024 - Dev Update
        • January 5, 2024 - Dev Update
      • 2023 Dev updates
        • December 29, 2023 - Dev Update
        • December 22, 2023 - Dev Update
        • December 15, 2023 - Dev Update
        • December 8, 2023 - Dev Update
        • December 1, 2023 - Dev Update
        • November 17, 2023 - Dev Update
        • November 3, 2023 - Dev Update
        • October 27, 2023 - Dev Update
        • October 20, 2023 - Dev Update
        • October 13, 2023 - Dev Update
        • October 6, 2023 - Dev Update
        • September 29, 2023 - Dev Update
        • September 22, 2023 - Dev Update
        • September 8, 2023 - Dev Update
        • September 1, 2023 - Dev Update
        • August 25, 2023 - Dev Update
        • August 18, 2023 - Dev Update
        • August 11, 2023 - Dev Update
        • August 4, 2023 - Dev Update
        • July 28, 2023 - Dev Update
        • July 21, 2023 - Dev Update
        • July 14, 2023 - Dev Update
        • July 7, 2023 - Dev Update
        • June 30, 2023 - Dev Update
        • June 23, 2023 - Dev Update
        • June 16, 2023 - Dev Update
        • June 9, 2023 - Dev Update
        • June 2, 2023 - Dev Update
        • May 26, 2023 - Dev Update
        • May 19, 2023 - Dev Update
        • May 12, 2023 - Dev Update
        • May 5, 2023 - Dev Update
        • April 28, 2023 - Dev Update
        • April 21, 2023 - Dev Update
        • April 14, 2023 - Dev Update
        • March 31, 2023 - Dev Update
        • March 17, 2023 - Dev Update
        • March 10, 2023 - Dev Update
        • March 3, 2023 - Dev Update
        • February 24, 2023 - Dev Update
        • February 17, 2023 - Dev Update
        • February 10, 2023 - Dev Update
        • February 3, 2023 - Dev Update
        • January 27, 2023 - Dev Update
        • January 20, 2023 - Dev Update
        • January 13, 2023 - Dev Update
        • January 6, 2023 - Dev Update
      • 2022 Dev updates
        • December 16, 2022 - Dev Update
        • December 9, 2022 - Dev Update
        • December 2, 2022 - Dev Update
        • November 18, 2022 - Dev Update
        • November 4, 2022 - Dev Update
        • October 28, 2022 - Dev Update
    • Training updates
      • 2025 Training updates
        • May 30, 2025 - Training update
        • May 23, 2025 - Training update
        • May 16, 2025 - Training update
        • May 9, 2025 - Training update
        • May 2, 2025 - Training update
        • April 25, 2025 - Training update
        • April 11, 2025 - Training update
        • April 4, 2025 - Training update
        • March 28, 2025 - Training update
        • March 21, 2025 - Training update
        • March 14, 2025 - Training update
        • March 7, 2025 - Training update
        • February 28, 2025 - Training update
        • February 21, 2025 - Training update
        • February 14, 2025 - Training update
        • February 7, 2025 - Training update
        • January 31, 2025 - Training update
        • January 17, 2025 - Training update
        • January 10, 2025 - Training update
        • January 3, 2025 - Training update
      • 2024 Training updates
        • December 20, 2024 - Training Update
        • December 13, 2024 - Training Update
        • December 6, 2024 - Training Update
        • November 22, 2024 - Training Update
        • November 15, 2024 - Training Update
        • November 8, 2024 - Training Update
        • November 1, 2024 - Training Update
        • October 25, 2024 - Training Update
        • October 18, 2024 - Training Update
        • October 11, 2024 - Training Update
        • October 4, 2024 - Training Update
        • September 27, 2024 - Training Update
        • September 20, 2024 - Training Update
        • September 13, 2024 - Training Update
        • September 6, 2024 - Training Update
        • August 30, 2024 - Training Update
        • August 23, 2024 - Training Update
        • August 16, 2024 - Training Update
        • August 9, 2024 - Training Update
        • August 2, 2024 - Training Update
        • July 26, 2024 - Training Update
        • July 19, 2024 - Training Update
        • July 12, 2024 - Training Update
        • June 28, 2024 - Training Update
        • June 14, 2024 - Training Update
        • June 7, 2024 - Training Update
        • May 31, 2024 - Training Update
        • May 24, 2024 - Training Update
        • May 17, 2024 - Training Update
        • May 10, 2024 - Training Update
        • May 3, 2024 - Training Update
        • April 26, 2024 - Training Update
        • April 19, 2024 - Training Update
        • April 12, 2024 - Training Update
        • April 5, 2024 - Training Update
        • March 22, 2024 - Training Update
        • March 15, 2024 - Training Update
        • March 8, 2024 - Training Update
        • March 1, 2024 - Training Update
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On this page
  • What does the Amend Mailbox Permissions Crate do?
  • Why use the Amend Mailbox Permissions Crate?
  • Emergency access management
  • Routine operational changes
  • Compliance and security
  • Crate prerequisites
  • Integration requirements
  • Unpack the Amend Mailbox Permissions Crate
  • Example: Unpack the Amend Mailbox Permissions Crate
  • Amend Mailbox Permissions form
  • Access the Form
  • Fill Out the Form
  • Add permissions form example
  • Remove permissions form example
  • View permissions form example
  • What happens during permission modifications?

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Amend Mailbox Permissions Crate

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If you’re new to Crates, read through our introductory Crate documentation . Find the Amend Mailbox Permissions Crate in our Crate Marketplace.

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.

  1. Permission management

  • Adding or removing Full Access permissions

  • Adding or removing Send As permissions

  • Viewing current mailbox access levels

  1. 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

  1. 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

Unpack the Amend Mailbox Permissions Crate

  1. Navigate to Crates > Crate Marketplace in the left side menu Rewst platform.

  2. Search for the Amend Mailbox Permissions Crate.

  3. Click Unpack Crate.

  4. Click Continue.

  5. Change the Workflow name, if desired.

  6. Leave form options at their default state.

  7. Click Unpack.

Example: Unpack the Amend Mailbox Permissions Crate

Amend Mailbox Permissions form

Access the Form

  1. Navigate to Automations > Forms.

  2. Search for [Rewst] M365: Amend Mailbox Permissions.

  3. Open the form’s options by clicking the ⋮ menu to the right.

  4. Click View Direct URLs.

  5. Click on the form for the child organization, or use the parent org form for MSPs form users.

Fill Out the Form

  1. 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

  1. 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

  1. User

  • Identifies the primary mailbox for permission modifications

  • Both of these mailbox types will work with the form.

    • Individual User Accounts: john.smith@pedroaviary.com

    • Shared Mailboxes: hr-manager@pedroaviary.com

  1. 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: john.smith@pedroaviary.com

  • Action Type: Add Perms

  • Add Full Access Users:

    • hr-assistant@pedroaviary.com

    • sys-admin@pedroaviary.com

  • Add Send As Access Users:

    • regional-hr@pedroaviary.com

    • compliance-officer@pedroaviary.com

Remove permissions form example

Fields:

  • Client: Cluck-U

  • Ticket: Remove John Smiths access

  • User: john.smith@pedroaviary.com

  • Action Type: Remove Permissions

  • Remove Existing Full Access Users:

    • former-hr-assistant@pedroaviary.com

  • Remove Existing Send As Users:

    • transferred-manager@pedroaviary.com

View permissions form example

Fields:

  • Client: Cluck-U

  • Ticket: Report mailbox permissions for John Smith

  • User: john.smith@pedroaviary.com

  • Action Type: View Permissions

    Example Permission Data for john.smith@pedroaviary.com

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

The Microsoft 365 bundle must be setup. View instructions for how to do this .

Your PSA must be .

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.

Choose your PSA from the drop down list.

Click Usages.

This user has access to the Shared Mailbox - HR Assistant - mailbox Full Access Users

User: Access Rights: Full Access

User: Access Rights: Full Access

Send As Users User: Access Rights: Send As

User: Access Rights: Send As

Got an idea for a new Crate? Rewst is constantly adding new Crates to our Crate Marketplace. Submit your idea or upvote existing ideas here in our .

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hr-assistant@pedroaviary.com
hr-assistant@pedroaviary.com
sys-admin@pedroaviary.com
regional-hr@pedroaviary.com
compliance-officer@pedroaviary.com
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