Shared inbox guides
Use these starter checklists to prepare a workflow conversation with your team and Microsoft 365 administrator.
Map the mailbox workflow
List the shared addresses, owners, coverage hours, escalation routes, and what counts as complete. Confirm who may read and act on each mailbox.
Plan access review
Ask the Microsoft 365 administrator to review application permissions, mailbox scope, consent, and recovery procedures before connection.
Define human review
Decide which actions always require a person, how suggested drafts are checked, and how your team reports an incorrect or uncertain suggestion.