Edit Inbox and Permissions

Modified on Fri, 25 Mar, 2022 at 12:03 PM

Editing an Inbox

FileHound's has made it super easy for you to Edit an Inbox on your instance. Whether you're simply changing its name or you would like to grant specific Roles access, we have made it as simple as can be.

STEP ONE: Hover over the navigation toolbar and click on the Administration option. This will bring you to the Admin Panel where you can add new Users, Document Types and more!

Hover over and click the Administration button

STEP TWO: When in the Admin Panel, hover over Folders from the navigation toolbar and select Inboxes. This will open up the Inboxes section.

STEP THREE: When in the Inboxes section, click on the Inbox you wish to Edit. This will bring up the Inbox settings panel on the right hand side of your screen.

NOTE:

When you add a new user and give them a Role, please make sure this Role has been granted visibility of the Inboxes you wish it to have.