Mailroom Permissions for Desk Staff and Managers

Four permissions control the Mailroom, all in the Mailroom group (described as package check-in, pickup, and mailroom configuration) on the roles page under Setup. A desk assistant needs the two operations permissions; a manager who sets up mailrooms needs all four.

Build a desk assistant role

Create the role under Setup → roles. Click New role, name it, and use the permission search to turn on exactly View mailroom operations and Manage mailroom operations, leaving the two manager permissions off so assistants cannot change the mailroom setup. Saving opens a confirmation that lists the role name and the permissions to enable; the changes take effect immediately after Save changes.

A manager role turns on all four. With only the two operations permissions, a staff member works the desk at /ops/mailroom but cannot open the admin Mailroom page or its Configuration tab.

What each permission opens

The split follows the two portals. The operations permissions open the desk screens: the dashboard, All items, Locations, an item's page and activity, and the work of logging, handing over, reminding and marking lost or found. The manager permissions open the admin side: the mailroom list and the Configuration tab with its release requirements and options, including deleting a mailroom.

Assign the role to staff from their profiles. When you are done, the role's permission list is the place to verify what a desk assistant can and cannot reach.