Create functional account

Introduction

This document explains how to create a functional account. Functional accounts are used for general e-mail addresses such as info@zivver.com or helpdesk@zivver.com. Functional accounts are also called shared accounts or shared mailboxes. Users cannot log in to a functional account initially, but must be granted access by administrators. Zivver users are automatically logged in to the functional accounts assigned to them when they log in with their user account credentials.

Create a functional account

Warning
You can only create a functional account if you are the administrator of your organization and if the domain falls under the management of your organization. Learn more about managing your domain in Zivver.
  1. Log in to the WebApp.
  2. Click the Organization Settings icon at the bottom left of your browser window.
  3. Go to people_outline User administration.
  4. Click Accounts.
  5. In the top right, click .
    A new screen will open.
  6. Enter the email address of the functional account (for example, helpdesk@example.com).
  7. Enter a name for the functional account (for example, Helpdesk).
  8. Optional: Select the Add another account option if you want to add an additional account.
  9. Click .
    The functional account is created. You can now grant users access to this functional account.

Learn more about how to grant access to a functional account.

Switch to a functional account in the WebApp

Learn more about switching from a user account to a functional account in the WebApp

Users who work with the Zivver Office Plugin are automatically logged in to the functional account via their personal account.