Connecting a shared mailbox

Where to find it

Settings → Connections → Shared inbox

✅ Common tasks

Add a shared inbox

1. Open the shared inbox setup for your Microsoft 365 connection.

2. Enter the shared mailbox email address exactly as it appears in Microsoft 365.

3. Click the form to submit the shared inbox.

4. Wait for Cashfeed to verify access before you continue.

Cashfeed uses only the email address to test and bind the shared inbox.

Check mailbox access

1. Confirm the signed-in Microsoft account has access to the shared mailbox.

2. Make sure you entered a shared mailbox, not a personal mailbox.

3. Verify the mailbox still exists in Microsoft 365.

4. Retry the setup after you fix any access or address issues.

Cashfeed checks the mailbox messages list during setup, so permission problems show up here.

Review connected inboxes

1. Return to the shared inbox connection page in Settings.

2. Open the shared inbox entry you want to review.

3. Check that the email address matches the mailbox you expect.

4. Review the current status for that shared inbox.

Shared inboxes are stored per organisation, so you may need to connect the same mailbox again elsewhere.

🔗 See also

• Incoming email intake settings

• Getting documents into Cashfeed

• Connection health and renewal

• Allowing Cashfeed support access to your organisation