Licensed Roles vs Unlicensed Roles
In Emailgistics, you can have a mixture of licensed and unlicensed users within a shared mailbox. This flexibility allows team members to participate in ways that suit their roles—whether they need full access to manage emails and view reports or just limited visibility to adjust settings in the admin or just need access to the mailbox in 365.
Unlicensed Users
You can have members in the shared mailbox (in Exchange) who do not require an Emailgistics role or paid license. These are typically users, like IT team members or senior managers, who need limited visibility into the mailbox but do not actively participate in responding to emails or using Emailgistics features.
Licensed Users
Any user who will be actively working with emails in an Emailgistics-managed mailbox, such as responding to or organizing messages, will require a license. Additionally, any admin who needs access to Emailgistics reporting for team performance and mailbox metrics must also be licensed. Below is a breakdown of roles that can either be licensed or unlicensed in Emailgistics, detailing their level of access and responsibilities within the system.
Below is a breakdown of roles that can either be licensed or unlicensed in Emailgistics, detailing their level of access and responsibilities within the system.
| Role | Licensed / Unlicensed | Description | Requires Mailbox Membership | Additional Notes |
|---|---|---|---|---|
| Mailbox Agent | Licensed | Agents handle email management in the mailbox, have access to the Emailgistics add-in in Outlook, and are credited in reports. | Yes | Must-have role for working on messages. |
| Has Outlook Team Member Folder (sub-role) | Licensed | Special sub-role for Mailbox Agents, includes a dedicated folder in Outlook for team members to organize work. | Yes | Requires being part of the Mailbox Agent role. |
| Mailbox Reports Viewer | Licensed | Can view mailbox performance reports within Emailgistics only for mailboxes they have this role set for. | Yes | |
| Mailbox Administrator ️ | Licensed or Unlicensed | Manages mailbox settings, routing rules, and workflows. | Yes | Admins can be licensed to access reports, or unlicensed to manage settings only. |
| Billing Administrator | Licensed or Unlicensed | Manages billing and licenses for Emailgistics. | No | Can access billing functions with or without a license. |
| System Administrator | Licensed or Unlicensed | Manages overall system configurations, including adding/removing mailboxes and users; licensed system admins have access to reports. | No | Licensed system admins can view reports. Unlicensed system admins manage technical settings, mailbox, and user configurations. |