How to add an Exchange Server Shared Mailbox (on-prem)
Follow these instructions to add your Exchange Server Shared Mailbox to your team workspace in Front.
- You need to have Microsoft Exchange administrator to complete the setup.
- You need to be a Front administrator to create a team inbox in Front.
- Front cannot import email history for user inboxes on Exchange Server. You can leverage Front’s API or use 3rd party solutions to port email history into Front.
- You will have to continue to leverage Outlook for your calendar needs, as Front’s calendar can only connect to Exchange Online/Office 365 user mailboxes.
Step 1 - Head to your Settings > Inboxes to add your shared mailbox to your individual workspace. It'll be in the company section of your settings.
Step 2 - Select Email.
Step 3 - Input your user mailbox address and click on Next.
Step 4 - Copy the unique Front forwarding address.
This forwarding address should only be used for the user mailbox you added, do not reuse this forwarding address for other mailboxes.
Step 5 - In your Exchange Admin Console > Recipients > Contacts and create a new contact using the copied Front forwarding address.
*Be specific when naming the Contact, especially if you’ll be creating multiple forwarding contacts.
Step 6 - Navigate to Exchange Admin Console > Recipients > Shared and click into the shared mailbox you connected to Front. Under the Mailbox features setting update Mail flow to enable forwarding.
Step 7 - In the same screen update Mailbox delegation and add members of the mailbox to both the Full Access and Send As section.
Step 8 - Navigate back to Front and click Send test email to validate the forwarding is set up correctly.
Note: If you have trouble validating, please email firstname.lastname@example.org for assistance.
Step 9 - Now that we have verified emails can flow into Front, we need to set up a custom SMTP to ensure emails are delivered through your Exchange servers.
You can find the Custom SMTP setting by going to Settings > Inboxes > Click on the shared mailbox you added > Scroll down until you see Custom SMTP.
For the host and port, this information is specific to your hosted exchange set up so you'll want to reach out to your Exchange administrator for this information. The email address and password will match that of the shared mailbox that was connected.
Alternative to Step 8 - You can always set up SPF/DKIM instead of using a custom SMTP. This means emails will be delivered through Front's 3rd party mail server - SendGrid and you will not retain a record of your outbound emails on your own server. More information about SPF/DKIM can be found here.