How to Give Users Access to Create Correspondence
Purpose
Every email message created in Commnia is classified under a document category, by default, all companies have access to view and reply to emails sent to their company.
However, unless they have been given authorisation, they can not create emails for a particular category.
Consideration
- An Administrator can update the permission settings to allow company categories to create new emails in an Inbox Category/Folder by adding them to selected groups.
Steps
1. Access Inbox Categories Folders
1. On the far right, the cog will take you to control panel
2. Click Inbox
3. Select Categories
2. Inbox Categories Settings
A list of all Current Inbox Categories /Folders will be displayed with its predefined settings.
1. You can use the Search Bar to find the Inbox Category
2. Ensure that the Inbox Collaboration box is ticked, which means anyone working on the project will be able to view the emails in this folder
3. Click on the Category Title, we will use RFI as an example but this will apply to any category/folder
3. Update Permissions
1. Selected Groups - the list shows the company groups that have been granted permissions to raise RFI's in Commnia Inbox.
2. Under the permissions section - select the groups would like to provide access to by clicking on them
3. Click Add
4. Click Save to successfully update the changes made.