What are the mailbox folders and how do I use them?

 

When you first create your account with Private Box, you have a single 'catch-all' folder.  This is a default folder and all you need if you want all of your mail treated in the same way.

Separate folders allow you to set up unique rules for each person or company listed on your account.

We always recommend that you add each person and company you expect to receive mail for to your account.  That way if mail is sent without your suite number we still have a chance to identify who the mail belongs to.

 

Adding people to your account

 

 

To add people to your account, click the 'people' link in the drop down menu at the top right of the page when you are logged into your account.

 

 

Click the 'Add New Person' link on the right side of the screen.  

 

 

Only the person who originally signed up for the account should have 'account owner' selected.  

Everyone else should be a 'user' (personal accounts will use this most often), an 'employee' (used for business accounts), or an 'agent'.

 

You have a choice for creating a separate folder for each person or not.  

If you choose not to create a unique folder for the people on your account, their mail will go into the catch-all folder.

Adding folders for companies on your account

 

Click the 'Companies' link on the drop down menu at the top right of the screen.

 

You'll see all of your companies listed above.  

If you need to add a new company, just click the "Add New Company" link on the right hand side.

 

You have a choice for creating a separate folder for each company or not.  

If you choose not to create a unique folder for the people on your account, their mail will go into the catch-all folder.

 

Once you have your people and companies set up in your account, you can set up rules for automatic mail handling on each folder.

You can choose to set up automatic mail scanning or automatic mail forwarding.

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