introduction

This explains how to grant and revoke access to functional accounts for users.

A functional account is also know as a shared mailbox. With a functional account, you can send and receive Zivver messages from a shared, or general email address (such as info@bijvorbeeld.com). Multiple users can be granted access to a functional account. Such users are automatically logged in to the functional account when they log in to their own account.

Grant access

1. Go to the Accounts page under the main menu User Administration.
2. Select Functional accounts from the All types drop down box.
3. Click on edit Manage behind the functional account.
4. Go to Delegated access.
5. Click on add_circle Add delegated account.
6. From the Delegated email address list, choose the user to grant access.
   The user receives an email to be notified of the change. The user is automatically logged in to this functional account in the Zivver desktop clients. The user can switch between own accounts in the Zivver WebApp by clicking their own profile picture and selecting an account from the list.
7. Optional: Under Delegated Access, indicate whether you want recipients to see who is sending a message on behalf of this functional account. To do this, click on Edit. The default setting for your organization can be seen on the Displayed sender page under the main menu Recipient experience.
   Users can send and receive messages securely from the functional account.

Read more about inviting users with SSO or inviting users when you are not using SSO.

Revoke access

1. Go to the Accounts page.
2. Select Functional accounts from the All types drop down box.
3. Click on edit Manage behind the functional account.
4. Go to Delegated access.
5. Click delete_forever Delete behind the account.
   The user no longer has access to the functional account.

Switch to the functional account in the Zivver WebApp

Read more on how users can switch to a functional account in the WebApp

In the Zivver Office Plugin, users are automatically logged in to any functional accounts they have access to, no interaction needed.