Adding a Shared Mailbox to Outlook Account
SOP Number: YES00005
Effective Date: 4/15/2025
Revision Date: 4/15/2025
Owner: IT
Review Frequency: {Quarterly}
![]()
Purpose
This SOP is designed to help you add a shared mailbox to your inbox. For example, the payroll team has a ‘shared email’ ([email protected]). In order to allow them access to the inbox without having to log out of their personal YES email, and back in to the shared email, this allows you to check the email as a ‘tab’ on the side of your inbox rather than having to switch credentials each time
![]()
Procedure
-
Open Outlook: Launch Outlook.
-
Click on the "File" tab.
-
Click "Account Settings".
-
Click "Account Settings...".
-
Select your email address from the list and then click "Change".
-
Click "More Settings...".
-
Select the "Advanced" tab.
-
Select "Add...".
-
Enter the email address associated with the shared mailbox in the "Add mailbox" field and then select "OK".
-
Click "OK".
-
Click "Next" and then "Finish".
-
Click "Close".
Guidelines and Best Practices {OPTIONAL}
Offer any additional guidelines, tips, or best practices to help with successful execution of this SOP.
Approval and Revision History
|
Version |
Date |
Approved By |
Changes Made |
|
1.0 |
4/15/2025 |
IT , ML |
Initial Creation |
![]()
Contact Information
For questions or support related to this SOP, contact:
Role/Department: IT
Email: [email protected]
Extension: 111

