Linked Mailbox Creation Template

You can create linked mailboxes in your Exchange Server, with all the desired settings and permissions, in a single step. This one step linked mailbox creation is facilitated by the linked mailbox creation template. These templates can be customized easily, with simple drag-and-drop actions, to fine tune the linked mailbox creation process exactly as per your organizational demands.

As these templates are customizable, you can tweak the templates based on the technicians to whom the templates will be assigned, to securely delegate the process of creating new linked mailboxes as you can easily. That is, based on the technician or user to whom the template will be assigned or the technician who will be creating the shared mailbox, you can make any field mandatory, read-only or even hidden.

By default, certain fields are mandatory; you can make any attribute mandatory based on your specific needs.

Steps to create a new linked mailbox creation template

  1. Click the AD Mgmt tab.

  2. Go to Mailbox Management. Under Linked Mailbox Templates, click Linked Mailbox Creation Templates.

  3. In the linked mailbox creation templates page, click the create new template link.

  4. Enter the desired name and description for the template.

  5. Select the domain in which this template will be used.

  6. Click Enable Drag-n-Drop to customize the template structure, by dragging and dropping the required fields from the field tray to the relevant tab.

  7. To customize the template (add or remove a tabs/field from the template, enter a value for a field, to make a tab/field silently active, etc.), follow these instructions:

  8. Once you have made the necessary customizations in all the tabs, click Save Template to create the new template.


  1. Each field can be used only once and in one tab only.
  2. All the fields that are being used will appear greyed out in the field tray. By default, all the fields in the field tray are greyed out as all the fields are used in the tabs. You cannot drag-n-drop the fields which are greyed out.
  3. Fields belonging to Exchange tab cannot be used in any other tab and vice versa.
  4. When a field is deleted from the tabs, it is moved to the 'field tray'; it can be dragged and dropped back into the template, whenever needed.

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Field Tray:

When the 'Drag-n-Drop' option is enabled, you can see two components or panes. The pane on the left has all the default tabs and all their corresponding fields. This pane is called the 'Field Tray'. The fields can be dragged and dropped to the required tabs in the template or unwanted fields can be moved back to the field tray from the template.

Silently Active:

Using the silently active option, it is possible to hide a tab or a field without actually deleting it.

When this option is enabled, the respective tab or field and also the values in the tab will not be displayed during the shared mailbox creation process but will actually be used while creating the shared mailbox.

This option is useful in cases where the administrator would like give values to the attributes in the tab but would not like the person creating the shared mailbox to know the values being provided.

This option can be selected by clicking the '-' symbol which is displayed, beside the delete option, when the mouse is positioned over or near the tab name.

Field Group:

A field group contains a group of related attributes placed under one common head.

A new field group can be added using the Add Group' option that is placed inside the tab on the top right corner.

Similar to the tab, a field group or any field that is placed in a field group can be made 'silently active'.


This option makes is possible to drag and drop the required field or attribute in the required tab.

Click on the tab in which you would like to add a new field. Then, drag and drop the required field from the field tray to the required field group inside the tab.

While moving the field/attribute, there will be a box that will be displayed automatically inside the field group where you move the field to, you can drop the required field inside this box in the required position.

Making a field a Mandatory or Read Only

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Copyright © 2018, ZOHO Corp.All Rights Reserved.

Copyright © 2017, ZOHO Corp.All Rights Reserved.