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Create Shared Mailbox makes a new shared mailbox, such as sales@ or support@, in a client’s Exchange Online. Use it when a team needs an inbox it can share. It needs Microsoft 365 connected, with Exchange access for the client.

Create Shared Mailbox in 48 seconds: what it asks, what it does and what you get.

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What the form asks

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What it does

  1. Creates a ticket in your PSA, if Ticketing is on.
  2. Waits for approval, if Approval is Internal or External, or a conditional override matches.
  3. Create Shared Mailbox: creates the shared mailbox in the client’s Exchange Online, named with the display name and using the email address as its primary address.
With Log actions to the ticket on, the ticket also gets a note when the run starts, after Create Shared Mailbox and when the run completes. No one has access to the new mailbox yet. Give people full access or send as rights with Shared Mailbox Access. For what a shared mailbox is and its limits, see Microsoft’s About shared mailboxes.

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Configure it

Go to Config, choose Mailboxes and click Create Shared Mailbox.

Configure Create Shared Mailbox: every option, step by step (1:28).

Approval and Ticketing are set on Base config and apply to every client unless you override them for one. For how Base config and client overrides work, see How configuration works.

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Troubleshooting

A shared mailbox created moments ago can take a little while to appear. Click the refresh icon next to the Shared mailbox field to load the list again.
The client has no Exchange connection in Triggr yet. See Exchange Online.