Setting up the Modern Inbox
Who is this article for?Administrators who want to enable the Modern Inbox for their organisation.
Administration module access is required.
You can now opt in to the new Modern Inbox experience, designed to enhance your workflow and productivity within Quality Management (Essentials).
As we continue developing this new experience, we will reach out to you for feedback on the experience. Your insights are crucial in helping us understand what is working well and where we can make further enhancements.
1. Enabling the Modern Inbox
Before switching to the new Inbox design, we recommend familiarising yourself with its features!
https://app.screendesk.io/recordings/e74bb447-15f6-42a3-90af-39c94160413e
To enable the Modern Inbox:
- Open the Administration module.
- Select System Settings.
- Switch to the Web Settings tab.
- Ensure Inbox View is set to Calendar.
- Tick Switch to Modern Inbox.
You can go back to the old Inbox at any time by unticking the option. - Click Save changes.
Ready to explore the new Inbox experience?
To make sure your users can get the most out of its features, we have created a set of articles on how to use the Inbox that you can share with them!
2. Enabling access to Groups
If you would like to limit who can access the new features, you can do this using Group Properties.
To enable access for specific users:
- Open the Administration module.
- Select Groups.
- Highlight the Group you want to get access.
- Click Properties.
- Tick View Modern Inbox.
You can have the users go back to the old Inbox at any time by unticking the option. - Click Save.