Adding an Inbox

Modified on Wed, 27 Oct 2021 at 11:38 AM

Do you want to add a new Inbox, but unsure as to how? You've come to the right place. Inboxes are a great way to organise your documents. We've created this article to help you get set up with FileHound in no time. So, lets get started!

NOTE:

You will need to have administrative access in order to carry out these steps

STEP ONE: Navigate to the Admin Panel.

Navigate to the Admin Panel

STEP TWO: Hover over the Folders tab on the left charm bar and click Inboxes.

Click on Inboxes

STEP THREE: To add a new Inbox, click on the Add a new inbox button.

Click on the Add New Inbox button

STEP FOUR: You will be presented with the Create New Inbox modal. Here you can define the Inbox name. You can also add an owner to the Inbox, but this isn't required. Once you have written a name, click Add.

Choose a name and click Add

STEP FIVE: Next, you want to set the permissions for who should see this new Inbox. Select the Permissions tab on the new Inbox.

Choose who has access to this inbox

NOTE:

New Roles can be created to specify new groups of users to assign to inboxes. For more information on this please see our article on Creating a new Role

Adding an Inbox

Do you want to add a new Inbox, but unsure as to how? You've come to the right place. Inboxes are a great way to organise your documents. We've created this article to help you get set up with FileHound in no time. So, lets get started!

NOTE:

STEP ONE: Navigate to the Admin Panel.

STEP TWO: Hover over the Folders tab on the left charm bar and click Inboxes.

STEP THREE: To add a new Inbox, click on the Add a new inbox button.

STEP FOUR: You will be presented with the Create New Inbox modal. Here you can define the Inbox name. You can also add an owner to the Inbox, but this isn't required. Once you have written a name, click Add.

STEP FIVE: Next, you want to set the permissions for who should see this new Inbox. Select the Permissions tab on the new Inbox.

NOTE:

STEP SIX: Select the permission roles that you want to have access to this Inbox by clicking on the Add button beside the role name.