Onboarding your first team

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Onboarding users and mailboxes to Emailgistics is a light-touch process for both users and admins. An Exchange Administrator setting up a mailbox is a one-time action. The rollout to users’ Outlook clients (desktop and web) is seamless and automated, requiring no user effort.

For admins, there’s a little bit of preparatory work. Your team email address must be configured as a shared mailbox in Microsoft Office 365 (not a distribution list or regular user mailbox). Additionally, all users of the Emailgistics service will need to be members of that shared mailbox. Our onboarding instructions will guide you through the process of syncing your Office 365 shared mailbox with Emailgistics. Onboarding requires either a Global Administrator or an Exchange Administrator with either the User or Helpdesk admin privileges.

For more information on onboarding, see our documentation on the Emailgistics Support page. Where you’ll find a Quick Start guide to onboarding, and a series of video tutorials on using Emailgistics.