Documentation

Exchange Online Mailboxes


The Mailboxes page in MSPControl is used to view and manage Exchange Online mailbox-enabled users for the selected organization. This page provides a central list of mailboxes, mailbox-related filters, bulk actions, and a detailed edit view where administrators can manage mailbox configuration across multiple tabs.

The page supports different mailbox types, including Users, Resource, and Shared mailboxes. Administrators can filter the list by location, search for specific mailbox records, apply selected actions to one or more mailboxes, and open an individual mailbox for deeper configuration.

Exchange Online Mailboxes


Table of Contents


Mailboxes Overview

The Mailboxes page gives administrators a practical Exchange Online mailbox management view inside MSPControl. It combines mailbox discovery, filtering, mailbox-type selection, bulk operations, and access to detailed mailbox settings in one place.

This page is useful for daily mailbox administration because it allows administrators to quickly find a mailbox, check its login and primary email address, identify the assigned service level, and open mailbox-specific configuration without switching directly to Microsoft 365 admin tools for every task.

The mailbox list also helps administrators distinguish between different mailbox types. For example, a standard user mailbox, a shared mailbox, and a resource mailbox may require different management actions. The mailbox type filters at the top of the page make it easier to focus on the records that are relevant to the current task.


Mailboxes List Page

The main Mailboxes page displays mailbox records in a table. Each row represents a mailbox-enabled object and includes mailbox identity details, login information, primary email address, service level, and available row-level actions.

The list page is the starting point for most mailbox tasks. Administrators can select one or more mailboxes, choose a bulk action, apply filters, or open a specific mailbox record for detailed configuration.


Mailboxes Page Controls

  1. Location Filter allows administrators to filter mailboxes by location. In the screenshot, the filter is set to All Locations.
  2. Actions opens the bulk action menu for selected mailbox records.
  3. Apply runs the selected action against the checked mailboxes.
  4. Users controls whether user mailboxes are included in the list.
  5. Resource controls whether resource mailboxes are included in the list.
  6. Shared controls whether shared mailboxes are included in the list.
  7. Category Filter allows additional filtering using the available dropdown options.
  8. Search helps locate a mailbox by display name, login, primary email address, or another searchable value.
  9. Column Visibility allows administrators to choose which columns remain visible in the table.
  10. Page Size Selector controls how many mailbox records are shown per page.

Mailbox Bulk Actions

The Actions dropdown provides bulk operations that can be applied to selected mailbox records. Based on the screenshots, the available actions include:

  1. Convert Mailbox changes the selected mailbox type or mailbox mode, depending on the supported conversion workflow.
  2. Set Service Level assigns or updates the service level for selected mailbox users.
  3. Set Location assigns or updates the location for selected mailbox users.
  4. Enable Email Security User enables email security for selected mailboxes or users.
  5. Disable Email Security User disables email security for selected mailboxes or users.
  6. Enable Email Protection Report enables email protection reporting for selected mailbox users.
  7. Disable Email Protection Report disables email protection reporting for selected mailbox users.
  8. Set Signature assigns or updates the email signature configuration for selected mailbox users.

Bulk actions are useful when the same mailbox configuration must be applied to multiple users at once. Administrators should review the selected rows carefully before clicking Apply, because these actions can update several mailbox records in one operation.


Mailboxes Table Columns

  1. Selection Checkbox allows one or more mailbox rows to be selected for bulk actions.
  2. Display Name shows the visible user or mailbox name.
  3. Login shows the login associated with the mailbox user.
  4. Primary E-mail \ Service Level shows the primary email address and the assigned service level for the mailbox user.
  5. Actions provides row-level shortcuts for mailbox-related operations and opening the mailbox configuration area.

The list view provides enough information to identify the correct mailbox before making changes. The Primary E-mail \ Service Level column is especially useful because it combines mailbox identity and service classification in the same area.


Edit Mailbox Overview

When a mailbox is opened, MSPControl displays the Edit Mailbox page for the selected account. The header shows the mailbox user name and the assigned service level, helping administrators confirm that they are editing the correct mailbox before changing settings.

The edit page is divided into multiple tabs. Each tab focuses on a different part of mailbox configuration, such as general mailbox identity, mailbox settings, rules, organization values, email addresses, message flow, permissions, out-of-office behavior, mailbox usage, mobile devices, and signature management.

The page also includes an Edit User link, which allows administrators to move from mailbox management to the broader user profile when user-level details need to be changed outside the mailbox-specific tabs.


Edit Mailbox Tabs

The mailbox edit page contains 13 tabs. Each tab is used for a specific part of Exchange Online mailbox and user-related configuration.

  1. General contains the main mailbox identity and general mailbox configuration.
  2. Settings contains mailbox-specific settings and feature controls.
  3. Rules contains mailbox rules or rule-related configuration.
  4. Organization contains organization-related mailbox and user details.
  5. E-mail Addresses contains mailbox address management, including primary and additional email addresses.
  6. Mail Flow Settings contains message flow behavior and delivery-related configuration.
  7. Permissions contains mailbox permission assignments and access controls.
  8. Out Of Office contains automatic reply settings for the mailbox.
  9. Usage contains mailbox usage and storage-related information.
  10. Mail Tip contains mailbox mail tip configuration shown to senders in supported clients.
  11. Mobile Devices contains mobile device records or mobile access information connected to the mailbox.
  12. Member Of shows group membership or distribution membership related to the mailbox user.
  13. Signature Management contains email signature assignment and management options.

This tab structure is useful because mailbox administration usually requires several separate types of configuration. By keeping these areas under one mailbox record, MSPControl makes it easier to manage the mailbox as a complete object rather than forcing administrators to search through unrelated pages.


General Tab

The General tab contains the main identity, sign-in, password, contact, service level, company, location, address, device profile, and custom-field settings for the selected mailbox user. This tab is important because it connects the Exchange Online mailbox to the broader user profile in MSPControl.

Although this page is opened from the Mailboxes section, many fields on the General tab are user-level settings rather than mailbox-only settings. This makes the tab useful when administrators need to update the user’s display name, login name, password state, contact details, service level, location, company information, or account flags without leaving the mailbox edit page.

General Settings Section

The General Settings section contains the primary sign-in and identity controls for the mailbox user.

  1. Login Name defines the login name for the user. The field is combined with a domain selector, allowing the administrator to review or update the user principal name format.
  2. Domain Selector defines the domain part of the login name. This is important when the organization has multiple accepted or managed domains.
  3. Update Azure AD UPN controls whether the Azure AD / Entra ID user principal name should also be updated when the login name is changed. This option should be used carefully because UPN changes can affect sign-in behavior and identity consistency across Microsoft 365 services.

This section should be reviewed carefully before changing login-related values. Updating a login name or UPN can affect how the user signs in, how the mailbox is identified, and how related Microsoft 365 services recognize the account.

Update Section

The Update section contains the basic visible profile fields and password management controls for the mailbox user.

  1. Display Name defines the visible name shown for the mailbox user in MSPControl and connected Microsoft 365 contexts.
  2. Thumbnail Photo allows a profile image to be added or updated for the user.
  3. Password allows a new password to be entered manually.
  4. Confirm Password confirms the password entered above to prevent accidental password mismatch.
  5. Generate Password generates a password automatically instead of requiring the administrator to type one manually.

The Display Name should be kept clear and consistent because it is used in address books, mailbox lists, user search results, and other user-facing places. Password fields should be used only when a password change is intentionally required.

Password and Session Actions

The General tab includes several direct actions for password and session management.

  1. Set Password applies the entered password to the user account.
  2. Force Reset Password forces the user to reset the password according to the configured workflow.
  3. Send Password Reset Request sends a password reset request to the user.
  4. Revoke Sessions revokes active user sessions. This is useful when the user must be forced to sign in again, for example after a security event or password change.
  5. Remove Mobile Devices removes mobile device associations for the user.
  6. Remove From All Groups removes the user from all assigned groups.

These actions can significantly affect the user’s access. Administrators should confirm the reason before using session revocation, mobile device removal, or group removal, especially for active users.

Two-Factor Provider and Verification

The Two-Factor Provider area controls the user’s two-factor authentication provider and verification state.

  1. Two-Factor Provider defines the selected authentication provider for the user. In the screenshot, the selected provider is One-Time Password.
  2. Confirmed shows whether the provider or two-factor configuration is confirmed.
  3. Reset resets the current two-factor confirmation state or related configuration.
  4. Authenticator Verification starts or manages authenticator verification for the user.
  5. User not yet verified indicates that the user has not completed the required verification process.
  6. Send User Verification Request sends a verification request to the user.

This section is useful when administrators need to manage MFA or verification readiness directly from the mailbox user profile. It helps confirm whether the user has completed the required authentication setup and provides actions to reset or request verification when needed.

Password State and Account Flags

The General tab includes several fields and checkboxes that control password lifecycle, account status, and reporting behavior.

  1. Password Expiration date shows when the user’s password expires. In the screenshot, the value is Never.
  2. Password Age shows how long the current password has been in use.
  3. Alternate E-mail Address stores an alternate email address for the user.
  4. SAM account name stores the SAM account name used in directory-based identity scenarios.
  5. Password Never Expires prevents the password from expiring when enabled.
  6. User must change password at next logon forces the user to change the password during the next sign-in.
  7. Auto Renew Password enables automatic password renewal behavior.
  8. Save Password in Password Manager stores the password in the password manager workflow.
  9. Disable User disables the user account.
  10. Exclude from Room/Shared Mailbox Logon Blocking excludes the user from logon blocking logic that may apply to room or shared mailbox scenarios.
  11. Account is locked out shows whether the account is currently locked out.
  12. Exclude from inactivity report excludes the user from inactivity reporting.
  13. Exclude from Mailchimp syncing excludes the user from Mailchimp synchronization.
  14. Exclude From MFA Compliance excludes the user from MFA compliance checks.
  15. Allow Legacy Office 365 Protocols allows legacy Office 365 protocols for the user.
  16. Ignore Oversized Mailbox excludes the mailbox from oversized mailbox handling or reporting.

These options should be used with care because they can affect security posture, reporting accuracy, synchronization behavior, and account accessibility. Security-related exclusions should always have a clear operational reason.

Scheduled Actions Section

The Scheduled Actions section allows an administrator to schedule a future disable action for the user.

  1. Scheduled Disable Date defines the date and time when the account should be disabled.
  2. Schedule Disable creates the scheduled disable action using the selected date and time.

This section is useful for planned offboarding or temporary access scenarios. Instead of relying on a manual reminder, administrators can define when the user account should be disabled in advance.

Contact Information Section

The Contact Information section stores personal and contact-related details for the mailbox user.

  1. First Name stores the user’s first name.
  2. Middle Initial stores the user’s middle initial.
  3. Last Name stores the user’s last name.
  4. External Email stores an external email address for the user.
  5. Notes stores administrative notes or additional information about the user.
  6. Home Phone stores the home phone number.
  7. Pager stores the pager value.
  8. Web Page stores the user’s web page address.
  9. Birth Date stores the user’s birth date.
  10. Hire Date stores the user’s hire date.

These fields help keep directory and contact information complete. They can also support reporting, HR-style review, contact lookup, and lifecycle management.

Service Level Information Section

The Service Level Information section defines the service classification of the mailbox user.

  1. Service Level assigns the user to a service level, such as Product Support Only.
  2. VIP marks the user as a VIP user.

This section is useful when mailbox users are grouped by support tier, entitlement level, or internal service model. Marking a user as VIP can help identify users who require special attention or elevated support handling.

Company Information Section

The Company Information section stores job and organizational details for the mailbox user.

  1. Job Title stores the user’s job title.
  2. Company stores the company name.
  3. Department stores the user’s department. The field may allow selecting from a list or entering a custom value.
  4. Office stores the office value.
  5. Manager assigns the user’s manager.

These fields are useful for directory completeness, reporting, organization charts, approval workflows, and user classification. Manager information is especially important when the organization relies on manager-based notifications, approvals, or reporting.

Location Section

The Location section connects the mailbox user to an organization location.

  1. Organization Location assigns the user to a location record defined in MSPControl.

Assigning a location helps connect the mailbox user to a physical office, branch, site, or business location. This can be useful for filtering, reporting, user grouping, and location-based administrative workflows.

Address Section

The Address section stores the user’s postal and phone contact details.

  1. Street Address 1 stores the primary address line.
  2. City stores the city.
  3. Select Country stores the country value. Required fields are marked with an asterisk.
  4. Region (State) stores the region or state.
  5. Postal Code stores the postal or ZIP code.
  6. Phone Number 1 stores the primary phone number.
  7. Extension stores the extension for the primary phone number.
  8. Direct Phone stores the user’s direct phone number.
  9. Extension stores the extension for the direct phone number.
  10. Mobile Phone stores the mobile phone number.
  11. Fax stores the fax number.

This section is important for maintaining accurate contact information in the user profile. The values may also appear in directory lookups, reports, or user information exports depending on the organization’s configuration.

Device Profile Section

The Device Profile section controls whether the user should receive a specific device profile override.

  1. Device Profile Override allows the administrator to select a device profile that should override the default behavior for this user. In the screenshot, the selected value is None.

This setting is useful when a specific user needs a different device configuration profile than the one normally applied by organization policy or automation.

Custom Fields Section

The Custom Fields section provides a dedicated area for additional organization-specific fields. In the screenshot, the section is collapsed, so the individual custom fields are not visible.

This section is useful when the organization tracks extra user metadata that does not fit into the standard contact, company, location, or mailbox fields.

General Tab Actions

  1. Cancel exits the page without saving current changes.
  2. Save Changes And Exit saves the updated user and mailbox-related profile settings and returns to the previous page.
  3. Save Changes saves changes without leaving the edit mailbox page.

Because the General tab includes both mailbox-related and user-level identity settings, administrators should review changes carefully before saving. Login, password, MFA, account state, location, and group-removal actions can have immediate operational impact for the user.


Settings Tab

The Settings tab contains mailbox-specific controls for address book visibility, email security, mailbox type, Exchange policies, disclaimers, signatures, messaging policy, client protocols, archiving, litigation hold, and advanced mailbox information. This tab is used when administrators need to control how the mailbox behaves in Exchange Online and which mailbox features are enabled for the selected user.

Unlike the General tab, which includes many user-profile and identity settings, the Settings tab is more focused on mailbox behavior and Exchange-related configuration. It is the place to review mailbox policies, protocol access, email protection settings, and signature assignments.

Visibility and Email Protection Options

The top part of the Settings tab includes several checkbox options that control mailbox visibility and email security features.

  1. Hide From Address Book hides the mailbox from the address book when enabled. This is useful for mailboxes that should not appear in standard user address searches, such as special-purpose, shared, or administrative mailboxes.
  2. Enable Email Security User enables email security functionality for the selected mailbox user. This should be enabled when the mailbox must be included in the organization’s email security workflow.
  3. Enable Email Protection Report enables email protection reporting for the mailbox user. This is useful when the user should receive or be included in email protection reporting.

These options help administrators control whether the mailbox is visible to users and whether the mailbox participates in email security and reporting workflows.

Mailbox Type

The Mailbox Type field shows the current mailbox type. In the screenshot, the mailbox is shown as a User Mailbox, with a Change action available.

  1. Mailbox Type displays the current mailbox classification.
  2. Change opens the workflow for changing or converting the mailbox type when supported.

This field is important because different mailbox types are used for different purposes. A user mailbox is tied to a normal user account, while shared or resource mailboxes may be used for team mailboxes, rooms, equipment, or other non-personal mailbox scenarios.

Exchange Policy Settings

The policy fields define which Exchange policies apply to the selected mailbox. These settings help control role permissions, retention behavior, and address book visibility.

  1. Role assignment policy defines the role assignment policy applied to the mailbox. In the screenshot, the selected value is Default Role Assignment Policy. This affects which mailbox-related actions or self-service options are available to the user.
  2. Retention policy defines the retention policy assigned to the mailbox. In the screenshot, the selected value is Default MRM Policy. This controls mailbox retention behavior according to the selected policy.
  3. Address book policy defines the address book policy applied to the mailbox. In the screenshot, the selected value is No Policy. This can be used when address book visibility must be segmented or controlled.

These policy settings should be reviewed carefully when the mailbox belongs to a user with specific compliance, retention, or address-list visibility requirements.

Disclaimer and Signature Settings

The Settings tab includes controls for assigning disclaimers and email signatures to the mailbox.

  1. Disclaimer allows the administrator to select a disclaimer for the mailbox. In the screenshot, the field shows Select One.
  2. New Signature assigns the signature used for new email messages.
  3. Show Signature allows the selected new-message signature to be opened or previewed.
  4. Reply Signature assigns the signature used for replies.
  5. Show Signature under the reply signature allows the selected reply signature to be opened or previewed.

This section is useful when the organization manages centralized email signatures or requires different signatures for new messages and replies. It helps keep mailbox signatures consistent with the organization’s branding and communication policy.

Unified Messaging Policy

The Unified messaging policy field controls whether a unified messaging policy is assigned to the mailbox. In the screenshot, the selected value is Disabled.

This setting is relevant when unified messaging features are used in the environment. If unified messaging is not used, the value can remain disabled.

Mailbox Access and Protocol Settings

The protocol and access toggles control which mailbox access methods are enabled for the selected mailbox. These settings can affect how users connect to the mailbox from different clients and devices.

  1. Block Local Signatures controls whether local signatures are blocked. This is useful when centralized signature management should be enforced and users should not rely on local Outlook signatures.
  2. Outlook on the web controls whether the mailbox can be accessed through Outlook on the web.
  3. IMAP controls whether IMAP access is enabled for the mailbox.
  4. POP3 controls whether POP3 access is enabled for the mailbox.
  5. MAPI controls whether MAPI access is enabled for the mailbox.
  6. Exchange ActiveSync controls whether Exchange ActiveSync is enabled for mobile or compatible device access.
  7. OWA for devices controls whether OWA device access is enabled.

These settings are important for both usability and security. Modern mailbox access methods may be required for normal work, while legacy protocols such as POP3 and IMAP should be enabled only when the organization has a clear need for them.

Compliance and Archive Settings

The Settings tab includes mailbox compliance and archive controls. These options determine whether litigation hold, archiving, or auto-expanding archive behavior is enabled.

  1. Litigation hold controls whether litigation hold is enabled for the mailbox. This is typically used when mailbox content must be preserved for legal, compliance, or investigation purposes.
  2. Archiving controls whether mailbox archiving is enabled.
  3. Enable Auto Expanding Archive controls whether auto-expanding archive functionality is enabled for the mailbox.

These settings should be changed carefully because they can affect compliance, storage behavior, retention expectations, and mailbox data preservation.

Advanced Information Section

The Advanced Information section is available at the bottom of the tab as a collapsible panel. In the provided screenshot, this section is collapsed, so the internal fields are not visible.

This section is intended for additional mailbox details that are not part of the main visible settings. Administrators can expand it when deeper mailbox information is required.

Settings Tab Actions

  1. Save Changes And Exit saves the updated mailbox settings and returns to the previous page.
  2. Save Changes saves the updated mailbox settings without leaving the mailbox edit page.

Before saving changes on this tab, administrators should review mailbox visibility, policy assignment, protocol access, archive settings, and signature assignments carefully. Several options on this page can affect how the mailbox is accessed, protected, displayed, and retained.


Rules Tab

The Rules tab is used to manage mailbox rules for the selected Exchange Online mailbox. Mailbox rules can automate how incoming or existing messages are handled, depending on the rule configuration. This tab allows administrators to add an existing rule, create a new rule, review rules already assigned to the mailbox, and control whether assigned rules are enabled or disabled.

This tab is useful when a mailbox needs automatic message handling, such as routing messages, applying rule-based processing, or maintaining mailbox-specific automation. Rules should be reviewed carefully because they can affect how messages are delivered, moved, or processed for the mailbox.

Rule Selection and Creation

The top section of the Rules tab allows administrators to choose a rule and add it to the mailbox, or create a new rule if the required rule does not already exist.

  1. Rule allows the administrator to select an existing rule from the dropdown list.
  2. Add Rule adds the selected rule to the mailbox.
  3. Create Rule opens the workflow for creating a new rule.

This structure supports both reuse and creation. Administrators can reuse existing rule definitions when the same behavior should be applied to multiple mailboxes, or create a new rule when a mailbox needs a different rule configuration.

Existing Rules Section

The Existing Rules section displays rules currently associated with the mailbox. In the screenshot provided, the list is empty and shows No records…, which means there are no rules assigned to this mailbox in the current view.

  1. Selection Checkbox allows one or more rules to be selected for bulk actions.
  2. Enabled shows whether the rule is currently active.
  3. Rule Name shows the name of the rule assigned to the mailbox.

This table helps administrators confirm which rules are already assigned and whether they are enabled. When multiple rules exist, the order and enabled state should be reviewed carefully because rule behavior can affect mailbox message processing.

Existing Rules Actions

The actions below the existing rules table are used to manage selected rules.

  1. Delete Selected Rules removes selected rules from the mailbox.
  2. Move Up moves the selected rule higher in the processing order.
  3. Move Down moves the selected rule lower in the processing order.
  4. Enable activates the selected rule.
  5. Disable deactivates the selected rule without deleting it.

The Move Up and Move Down actions are important because mailbox rules can be order-sensitive. If several rules apply to the same message, the processing order may affect the final result.

Rules Tab Actions

  1. Save Changes saves the rule configuration changes without leaving the mailbox edit page.
  2. Save Changes And Exit saves the rule configuration changes and returns to the previous page.

Before saving changes on this tab, administrators should confirm that the correct rules are assigned, enabled rules are intentional, and the rule order matches the expected mailbox behavior.


Organization Tab

The Organization tab contains job, department, company, manager, and direct-report information for the selected mailbox user. This tab is used to maintain the user’s organizational profile values that may appear in directory information, reports, address book details, and internal administrative views.

These fields are especially useful when the mailbox belongs to a real user and the organization wants Microsoft 365 and MSPControl records to reflect the correct business structure. Values such as title, department, company, and manager help administrators understand where the user belongs in the organization and who is responsible for them.

Organization Profile Fields

  1. Title stores the user’s job title or role name. This helps identify the user’s position inside the company or department.
  2. Department stores the department value associated with the user. This is useful for grouping, reporting, and internal organization structure.
  3. Company stores the company name associated with the user. This can be useful in multi-company or customer-managed environments where users may belong to different business entities.
  4. Manager assigns the manager responsible for the user. In the screenshot, a manager is selected from a dropdown list.
  5. Direct Reports shows users who report to this mailbox user. This field helps represent the management relationship from the opposite direction, showing who is assigned under the selected user.

The Manager and Direct Reports fields are important for organizations that rely on hierarchy-based workflows, approvals, notifications, or reporting. Keeping these values accurate can make user management and review processes easier.

How the Organization Tab Is Used

The Organization tab helps keep mailbox user records aligned with the real business structure. When these values are populated correctly, administrators can more easily identify the user’s role, department, company association, and reporting relationship.

This tab is also useful during onboarding and employee changes. For example, if a user changes role, moves to another department, or receives a new manager, administrators can update the mailbox user’s organization profile from this tab.

Organization Tab Actions

  1. Save Changes And Exit saves the organization profile changes and returns to the previous page.
  2. Save Changes saves the organization profile changes without leaving the mailbox edit page.

Before saving changes on this tab, administrators should confirm that the title, department, company, manager, and direct-report information reflects the current organization structure.


E-mail Addresses Tab

The E-mail Addresses tab is used to manage the email addresses assigned to the selected Exchange Online mailbox. This includes reviewing the current primary address, adding additional addresses, setting a different address as primary, and removing selected addresses when they are no longer needed.

This tab is important because a mailbox can have more than one email address. The primary address is the main address used for sending and identifying the mailbox, while additional addresses can be used as aliases so the same mailbox can receive mail sent to different addresses.

Add E-mail Address

The top section of the tab allows administrators to add a new email address to the mailbox.

  1. E-mail Address defines the local part of the new email address.
  2. Domain Selector defines the domain that will be used for the new address.
  3. Add E-Mail Addresses adds the entered address to the mailbox.

This structure is useful when the organization has multiple accepted domains and the administrator needs to add an alias under the correct domain. Before adding a new address, administrators should confirm that the address is spelled correctly and that the selected domain is the intended one.

Existing E-mail Addresses Section

The Existing E-mail Addresses section shows all email addresses currently assigned to the mailbox. In the screenshot, the mailbox has one address listed, and it is marked as primary.

  1. Selection Checkbox allows one or more email addresses to be selected for actions.
  2. EmailAddress shows the full email address assigned to the mailbox.
  3. IsPrimary shows whether the address is the current primary address.

This list helps administrators confirm which addresses are currently attached to the mailbox and which one is used as the primary email address.

E-mail Address Actions

The buttons above the existing address list are used to manage selected addresses.

  1. Set As Primary makes the selected email address the primary address for the mailbox.
  2. Delete Selected E-Mails removes selected email addresses from the mailbox.

The Set As Primary action should be used carefully because it changes the main address associated with the mailbox. The Delete Selected E-Mails action should also be reviewed before use, especially when removing aliases that may still be used by senders, applications, or business processes.

Primary Address and Alias Behavior

The primary email address is the main address shown for the mailbox and is typically used as the default sending address. Additional email addresses act as aliases, allowing the mailbox to receive messages sent to more than one address.

Aliases are useful when a user changes name, when a company changes domain, when a department uses multiple public-facing addresses, or when legacy addresses must continue receiving mail during a transition period.

E-mail Addresses Tab Actions

  1. Back returns to the previous mailbox page or mailbox view.

Before leaving this tab, administrators should confirm that the correct address is marked as primary and that any aliases removed from the mailbox are no longer required.


Mail Flow Settings Tab

The Mail Flow Settings tab controls how messages are delivered to the selected Exchange Online mailbox. This tab is used to configure forwarding behavior, define who is allowed to send messages to the mailbox, and define whether messages from specific senders should be rejected.

These settings are important because they directly affect mailbox delivery. Administrators should use this tab when a mailbox needs controlled inbound mail flow, forwarding to another recipient, or restrictions on who can send messages to the mailbox.

Forwarding Address Section

The Forwarding Address section controls whether mail sent to this mailbox should be forwarded to another address or recipient.

  1. Enable Forwarding enables forwarding behavior for the mailbox.

Forwarding is useful when messages sent to the mailbox should also be redirected or delivered elsewhere. This may be needed during user transitions, role changes, shared responsibility scenarios, or temporary coverage. Administrators should confirm the forwarding target before enabling this option to avoid unintentionally sending mailbox content to the wrong recipient.

Accept Messages From Section

The Accept Messages From section defines who is allowed to send messages to the mailbox.

  1. All senders allows the mailbox to receive messages from any sender.
  2. Only senders in the following list restricts delivery so only selected senders can send messages to the mailbox.
  3. Require that all senders are authenticated requires senders to be authenticated before messages are accepted.

This section is useful when a mailbox should not accept messages from everyone. For example, some internal-only mailboxes, resource mailboxes, or controlled workflow mailboxes may need to accept messages only from authenticated users or from a defined sender list.

Reject Messages From Section

The Reject Messages From section defines whether messages from specific senders should be blocked.

  1. No senders means no sender-specific rejection list is applied.
  2. Senders in the following list allows administrators to define senders whose messages should be rejected by this mailbox.

This section is useful when a mailbox should continue accepting normal mail but must block messages from specific senders. It provides a targeted restriction without disabling the mailbox or changing the broader organization mail flow.

Mail Flow Settings Tab Actions

  1. Save Changes And Exit saves the mail flow changes and returns to the previous page.
  2. Save Changes saves the mail flow changes without leaving the mailbox edit page.

Before saving changes on this tab, administrators should verify forwarding, accepted sender restrictions, and rejected sender restrictions carefully. Incorrect mail flow settings can prevent expected messages from reaching the mailbox or cause messages to be forwarded unexpectedly.


Permissions Tab

The Permissions tab is used to manage delegated mailbox access for the selected Exchange Online mailbox. This tab allows administrators to assign users who can send messages as the mailbox, send messages on behalf of the mailbox, open the mailbox with full access, or access mailbox calendar and contacts data.

This tab is important for shared responsibility scenarios, executive assistant workflows, shared mailbox management, team coverage, and controlled delegation. Permission changes should be reviewed carefully because they affect who can act on or access mailbox content.

Send As Permission

The Send As Permission section controls which users can send messages as the selected mailbox.

  1. Search allows the administrator to find and select a user who should receive Send As permission.
  2. Add assigns Send As permission to the selected user.

When Send As permission is granted, the delegated user can send email that appears to come directly from the mailbox. This permission should be assigned only when the delegated user is allowed to represent the mailbox identity itself.

Send On Behalf

The Send On Behalf section controls which users can send messages on behalf of the selected mailbox.

  1. Search allows the administrator to find and select a user who should receive Send on Behalf permission.
  2. Add assigns Send on Behalf permission to the selected user.

Send on Behalf permission is different from Send As. Messages sent with this permission usually indicate that one user sent the message on behalf of another mailbox. This is useful for assistants, delegates, or team members who need to send official communication while still showing delegated authorship.

Full Access

The Full Access section controls which users can open and manage the mailbox content.

  1. Search allows the administrator to find and select a user who should receive Full Access permission.
  2. Add assigns Full Access permission to the selected user.

Full Access permission allows the delegated user to open the mailbox and work with its contents. This is commonly used for shared mailboxes, support mailboxes, manager-assistant workflows, or administrative recovery scenarios. It does not necessarily grant permission to send as the mailbox unless Send As or Send on Behalf permissions are also configured.

Calendar Access

The Calendar Access section controls which users can access the mailbox calendar.

  1. Search allows the administrator to find and select a user who should receive calendar access.
  2. Add assigns calendar access to the selected user.

Calendar access is useful when assistants, managers, team members, or scheduling staff need visibility into the mailbox calendar. This can help with meeting coordination, room or resource scheduling, or user calendar management.

Contacts Access

The Contacts Access section controls which users can access the mailbox contacts.

  1. Search allows the administrator to find and select a user who should receive contacts access.
  2. Add assigns contacts access to the selected user.

Contacts access is useful when another user needs to review or manage contact information stored in the mailbox. This should be assigned only when the delegated user has a real business need to access those contacts.

Permissions Tab Actions

  1. Save Changes And Exit saves the permission changes and returns to the previous page.
  2. Save Changes saves the permission changes without leaving the mailbox edit page.

Before saving changes on this tab, administrators should confirm that each permission type matches the intended access model. Send As, Send on Behalf, Full Access, Calendar Access, and Contacts Access serve different purposes and should not be assigned interchangeably.


Out Of Office Tab

The Out Of Office tab is used to configure automatic replies for the selected Exchange Online mailbox. This tab controls whether automatic replies are enabled, whether they should run only during a specific time range, and what message should be sent to internal and external senders.

This tab is useful when a user is unavailable, on vacation, temporarily out of the office, or when a mailbox needs to automatically inform senders about response expectations, alternate contacts, or service availability.

Automatic Reply Settings

  1. Send automatic replies enables automatic replies for the mailbox.
  2. Only send during this time range limits automatic replies to a specific start and end time.
  3. Start Date defines when automatic replies should begin if time-based sending is enabled.
  4. End Date defines when automatic replies should stop if time-based sending is enabled.

The time range option is useful when automatic replies should be active only during a planned absence. If the time range is not used, automatic replies may remain active until they are manually disabled.

External Message

The External Message editor is used to define the automatic reply sent to external senders. The editor supports formatted content, allowing administrators to create a clear and professional message for people outside the organization.

External messages should usually be written carefully because they are visible to outside recipients. Avoid including sensitive internal details, private schedules, or information that should not be shared externally.

Copy To The Internal Message

The Copy To The Internal Message button copies the external automatic reply content into the internal message editor. This is useful when the same or similar message should be used for both internal and external senders.

After copying the message, administrators can still adjust the internal version if employees should receive more detailed information than external senders.

Internal Message

The Internal Message editor is used to define the automatic reply sent to internal senders. This message can include more organization-specific information, such as internal backup contacts, team instructions, or internal availability details.

Internal automatic replies are useful when colleagues need to know who to contact while the mailbox owner is unavailable or how to handle urgent requests during the absence period.

Out Of Office Tab Actions

  1. Save Changes And Exit saves the automatic reply settings and returns to the previous page.
  2. Save Changes saves the automatic reply settings without leaving the mailbox edit page.

Before saving changes on this tab, administrators should confirm that automatic replies are enabled only when needed, the time range is correct, and the internal and external messages contain appropriate information for their intended audiences.


Usage Tab

The Usage tab provides mailbox usage, storage, compliance, message-size, and timestamp information for the selected Exchange Online mailbox. This tab is mainly used for review and validation, helping administrators understand mailbox size, recoverable items usage, litigation hold duration, message size limits, and mailbox creation or update dates.

This tab is useful when investigating mailbox storage issues, checking whether a mailbox is approaching quota-related limits, reviewing compliance-related storage, or validating when the mailbox was created and last changed.

Usage and Compliance Fields

  1. Litigation Hold Duration shows how long litigation hold applies to the mailbox. In the screenshot, the value is Unlimited, which means the hold duration is not limited by a fixed number of days.
  2. Recoverable Items Quota Size shows the quota available for recoverable items. This value is important for deleted item recovery, retention, and litigation hold scenarios.
  3. Recoverable Items Size shows how much storage is currently used by recoverable items.
  4. Storage Usage Size shows the current mailbox storage usage.
  5. Max Receive Size shows the maximum message size the mailbox can receive.
  6. Max Send Size shows the maximum message size the mailbox can send.
  7. Creation date shows when the mailbox was created.
  8. Last change date shows when the mailbox was last changed.

These fields give administrators a quick snapshot of mailbox storage and operational limits. They can also help confirm whether mailbox settings are consistent with expected Exchange Online behavior and organizational policy.

Recoverable Items and Litigation Hold

The recoverable items fields are especially important when litigation hold, retention, or deleted item recovery is involved. Recoverable Items Quota Size shows the available quota for recoverable items, while Recoverable Items Size shows the current usage of that area.

If litigation hold is enabled or the mailbox is subject to retention requirements, recoverable items storage can grow over time. Administrators should review these values when investigating storage growth, compliance preservation, or mailbox cleanup limitations.

Mailbox Storage Usage

Storage Usage Size shows the current storage consumed by the mailbox. This value is useful when reviewing mailbox growth, checking whether a user is using significant mailbox space, or determining whether storage-related action is needed.

Storage usage should be reviewed together with mailbox type, archive settings, retention policy, and oversized mailbox handling settings from other mailbox tabs. A mailbox with low storage usage may not require action, while a mailbox with growing usage may need archiving, cleanup, or policy review.

Send and Receive Size Limits

The Max Receive Size and Max Send Size fields show the maximum message sizes allowed for the mailbox.

  1. Max Receive Size defines the largest message the mailbox can receive.
  2. Max Send Size defines the largest message the mailbox can send.

These values are useful when users report that large messages cannot be sent or received. Administrators can use this tab to confirm the mailbox-level size limits before investigating transport rules, organization-wide limits, or attachment-related restrictions.

Mailbox Dates

The Creation date and Last change date fields provide lifecycle context for the mailbox.

  1. Creation date helps confirm when the mailbox was originally created.
  2. Last change date helps identify when mailbox-related configuration was most recently updated.

These fields are useful during audits, migration checks, troubleshooting, or when administrators need to confirm whether a mailbox has been recently modified.


Mail Tip Tab

The Mail Tip tab is used to configure a mailbox-specific message that can be shown to senders before they send email to the selected Exchange Online mailbox. Mail tips are useful when senders should see important context about the mailbox before sending a message.

This tab is especially useful for mailboxes that require additional sender guidance, such as shared mailboxes, monitored mailboxes, restricted-use mailboxes, support mailboxes, or mailboxes with special handling requirements.

Mail Tips Field

  1. Mail Tips stores the message that should be displayed to senders when they address email to this mailbox in supported Microsoft 365 clients.

The mail tip should be short, clear, and useful. It should help the sender understand something important before sending the message, such as expected response time, mailbox purpose, mailbox monitoring status, or whether another contact method should be used.

When to Use Mail Tips

Mail tips are helpful when a sender should be warned or informed before sending to the mailbox. Examples include:

  • a mailbox is used only for a specific business purpose,
  • a shared mailbox is monitored only during business hours,
  • a mailbox should not be used for urgent requests,
  • a department mailbox has a preferred alternative contact channel,
  • a mailbox belongs to a user who has special handling requirements.

Because mail tips are visible to senders, they should not include sensitive internal information or details that should not be exposed during message composition.

Mail Tip Tab Actions

  1. Save Changes And Exit saves the mail tip and returns to the previous page.
  2. Save Changes saves the mail tip without leaving the mailbox edit page.

Before saving changes on this tab, administrators should confirm that the mail tip is accurate, concise, and appropriate for the audience that may see it while composing a message.


Mobile Devices Tab

The Mobile Devices tab is used to review mobile device associations connected to the selected Exchange Online mailbox. This tab helps administrators check whether any mobile devices are currently linked to the mailbox and review basic synchronization information when records are available.

In the screenshot provided, the table shows No records…, which means no mobile device entries are currently displayed for this mailbox. This is not necessarily an error. It simply means that MSPControl does not show any mobile device records for the selected mailbox in the current view.

Mobile Devices Table Columns

  1. User Agent shows the device or client user-agent information when a mobile device record exists. This can help identify the type of device, mail client, or synchronization client associated with the mailbox.
  2. Type shows the device or connection type.
  3. Last Sync Time shows when the device last synchronized with the mailbox.
  4. Status shows the current device status.
  5. Actions provides row-level controls for managing the device record when actions are available.

These columns are useful when administrators need to understand which mobile devices have accessed or synchronized with the mailbox and whether those device relationships are still active.

How to Use the Mobile Devices Tab

The Mobile Devices tab should be checked when investigating mobile mail access, synchronization problems, or account security concerns. If a user reports mobile email issues, the Last Sync Time and Status values can help confirm whether the device has recently connected.

This tab can also be useful after using actions such as Remove Mobile Devices from the General tab. Administrators can return to this tab to confirm whether mobile device records are still visible for the mailbox.

Empty Mobile Device List

If the table displays No records…, it usually means that no mobile devices are currently listed for the mailbox. This may happen when the user has not connected a mobile device, mobile access records were removed, or the connected devices have not been synchronized into the current view.

Administrators should interpret an empty list together with the user’s expected behavior. For example, an empty list is normal for a user who does not use mobile email, but it may require review if the user expects a phone or tablet to be connected.


Member Of Tab

The Member Of tab is used to manage group membership for the selected Exchange Online mailbox user. This tab allows administrators to add the user to a group and review existing group memberships that are currently assigned through this mailbox user record.

This tab is useful when mailbox users need to be added to security groups, distribution groups, Microsoft 365 groups, or other available group types depending on the organization’s configuration. Group membership can affect access, communication, permissions, and service targeting, so changes should be reviewed carefully before saving.

Member Of Selection

The top section of the tab allows administrators to select a group and add the mailbox user as a member.

  1. Member Of allows the administrator to select the group that the mailbox user should be added to.
  2. Add adds the selected group membership to the mailbox user.

This workflow is useful when the mailbox user needs access or membership assigned directly from the mailbox edit page instead of opening a separate group management area.

Existing Group Memberships

The lower table shows the groups that the mailbox user currently belongs to. In the screenshot provided, the table shows No records…, which means no group memberships are currently displayed for this mailbox user in the current view.

  1. Group shows the group name when membership records exist.
  2. Action provides row-level controls for managing the membership entry.

This table helps administrators confirm whether the mailbox user already belongs to any groups and provides a place to manage those memberships when records are available.

Member Of Tab Actions

  1. Save Changes saves membership changes without leaving the mailbox edit page.
  2. Save Changes And Exit saves membership changes and returns to the previous page.

Before saving changes on this tab, administrators should confirm that the selected group membership is correct and that adding or removing the user from a group will not unintentionally affect access, email delivery, or policy behavior.


Signature Management Tab

The Signature Management tab is used to manage mailbox-level email signatures for the selected Exchange Online mailbox. This tab allows administrators to add signature records, review existing signatures, define default signatures for new messages and replies, and create signature content using HTML and plain text bodies.

This tab is useful when signatures must be managed centrally instead of relying only on local Outlook signatures. Centralized signature management helps keep branding, contact details, disclaimers, and user-specific signature variables consistent across the organization.

Signature List

The main Signature Management view displays the signatures currently associated with the mailbox. In the screenshot provided, the list is empty and shows No records…, which means no signatures are currently assigned in this view.

  1. Add Signature opens the signature creation form.
  2. Category Filter allows administrators to narrow the visible signature list using the available dropdown options.
  3. Search helps locate a signature by name or another searchable value.
  4. Page Size Selector controls how many signature records are shown on the page.

Signature List Columns

  1. Signature Name shows the name of the signature record.
  2. Type shows the signature type when available.
  3. Default Signature indicates whether the signature is used as the default signature for new messages.
  4. Default Reply Signature indicates whether the signature is used as the default signature for replies.
  5. Actions provides row-level controls for managing the signature record.

These columns help administrators confirm which signatures exist and whether any of them are assigned as default signatures for new messages or replies.

Add Signature Form

When administrators click Add Signature, MSPControl opens the signature creation form. This form is used to define the signature name and content that should be available for the mailbox.

  1. Signature Name defines the name of the signature. This should clearly identify the purpose of the signature, especially if multiple signatures are used for different message types or scenarios.
  2. HTML Body contains the formatted HTML version of the signature. This editor supports rich formatting such as bold text, links, alignment, lists, colors, images, and other HTML-supported formatting options.
  3. Text Body contains the plain-text version of the signature. This is useful for mail clients or message formats that do not use HTML.

Both the HTML and text versions should be maintained carefully. The HTML body controls the visual appearance of the signature, while the text body helps ensure the signature remains readable in plain-text scenarios.

Available Variables

The right side of the signature form lists available variables that can be inserted into the signature body. These variables allow MSPControl to dynamically replace placeholders with user-specific or organization-specific values.

Available variables shown in the screenshot include:

  • #PrimaryEmail#
  • #ExternalEmail#
  • #DisplayName#
  • #FirstName#
  • #LastName#
  • #Company#
  • #Phone#
  • #MobilePhone#
  • #HomePhone#
  • #Fax#
  • #StreetAddress#
  • #City#
  • #Country#
  • #State#
  • #PostalCode#
  • #JobTitle#
  • #Department#
  • #Office#
  • #LocationURL#
  • #WebPage#
  • #PhoneNumber1#
  • #Extension1#
  • #DirectPhone#
  • #Extension2#
  • #Custom1# through #Custom10#
  • #QRCode#

Variables are useful because one signature template can adapt to the selected mailbox user. For example, instead of manually typing each user’s name, phone number, job title, and email address, the signature can use variables that populate automatically from the user profile.

QR Code Fields

The Configure QR Code Fields button allows administrators to configure which fields should be included in the QR code used by the signature. This is related to the #QRCode# variable shown in the available variables list.

This is useful when the organization wants signatures to include a QR code containing contact or profile information. Administrators should make sure only appropriate and approved fields are included in the QR code, because recipients may be able to scan and access that information.

Signature Form Actions

  1. Save Changes saves the signature configuration.
  2. Cancel closes the signature form without saving changes.

Before saving a signature, administrators should review both the HTML and text versions, confirm that variables are spelled correctly, and verify that the signature content matches the organization’s communication standards.


Best Practices

  • Use the mailbox list filters to narrow the view by mailbox type, location, or search value before applying bulk actions.
  • Review selected mailbox rows carefully before using bulk actions such as Set Service Level, Set Location, Set Signature, or email security changes.
  • Use the General tab for user identity, password, contact, service level, and location information, but remember that many fields affect the user account beyond mailbox behavior.
  • Use the Settings tab for mailbox-specific controls such as address book visibility, protocol access, retention policy, archiving, litigation hold, and signature assignment.
  • Use the E-mail Addresses tab carefully when changing the primary address, because this can affect how the mailbox is identified and how users send or receive mail.
  • Review Mail Flow Settings before enabling forwarding or sender restrictions, because incorrect settings can prevent expected mail delivery.
  • Assign permissions based on the exact access requirement. Send As, Send On Behalf, Full Access, Calendar Access, and Contacts Access serve different purposes.
  • Use the Out Of Office tab to separate internal and external automatic replies, and avoid including sensitive internal details in external messages.
  • Check the Usage tab when investigating mailbox size, recoverable items, message size limits, creation dates, or recent mailbox changes.
  • Use concise and helpful Mail Tip text so senders receive useful guidance without unnecessary detail.
  • Review Mobile Devices when troubleshooting mobile access or after removing mobile device associations from the user account.
  • Use the Member Of tab to manage group membership only when the membership change is intentional and will not disrupt access, delivery, or policy behavior.
  • Use Signature Management to keep email signatures consistent, and rely on variables to reduce manual updates across users.