General Mailbox Tab

Edit mailbox overview

When a mailbox is opened, MSPControl displays the Edit Mailbox page for the selected account. The header shows the mailbox user name and the assigned service level, helping administrators confirm that they are editing the correct mailbox before changing settings.

The edit page is divided into multiple tabs. Each tab focuses on a different part of mailbox configuration, such as general mailbox identity, mailbox settings, rules, organization values, email addresses, message flow, permissions, out-of-office behavior, mailbox usage, mobile devices, and signature management.

The page also includes an Edit User link, which allows administrators to move from mailbox management to the broader user profile when user-level details need to be changed outside the mailbox-specific tabs.

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Edit mailbox tabs

The mailbox edit page contains 13 tabs. Each tab is used for a specific part of Exchange Online mailbox and user-related configuration.

1. General contains the main mailbox identity and general mailbox configuration.
2. Settings contains mailbox-specific settings and feature controls.
3. Rules contains mailbox rules or rule-related configuration.
4. Organization contains organization-related mailbox and user details.
5. E-mail Addresses contains mailbox address management, including primary and additional email addresses.
6. Mail Flow Settings contains message flow behavior and delivery-related configuration.
7. Permissions contains mailbox permission assignments and access controls.
8. Out Of Office contains automatic reply settings for the mailbox.
9. Usage contains mailbox usage and storage-related information.
10. Mail Tip contains mailbox mail tip configuration shown to senders in supported clients.
11. Mobile Devices contains mobile device records or mobile access information connected to the mailbox.
12. Member Of shows group membership or distribution membership related to the mailbox user.
13. Signature Management contains email signature assignment and management options.

This tab structure is useful because mailbox administration usually requires several separate types of configuration. By keeping these areas under one mailbox record, MSPControl makes it easier to manage the mailbox as a complete object rather than forcing administrators to search through unrelated pages.

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General tab

The General tab contains the main identity, sign-in, password, contact, service level, company, location, address, device profile, and custom-field settings for the selected mailbox user. This tab is important because it connects the Exchange Online mailbox to the broader user profile in MSPControl.

Although this page is opened from the Mailboxes section, many fields on the General tab are user-level settings rather than mailbox-only settings. This makes the tab useful when administrators need to update the user’s display name, login name, password state, contact details, service level, location, company information, or account flags without leaving the mailbox edit page.

General settings section

The General Settings section contains the primary sign-in and identity controls for the mailbox user.

1. Login Name defines the login name for the user. The field is combined with a domain selector, allowing the administrator to review or update the user principal name format.
2. Domain Selector defines the domain part of the login name. This is important when the organization has multiple accepted or managed domains.
3. Update Azure AD UPN controls whether the Azure AD / Entra ID user principal name should also be updated when the login name is changed. This option should be used carefully because UPN changes can affect sign-in behavior and identity consistency across Microsoft 365 services.

This section should be reviewed carefully before changing login-related values. Updating a login name or UPN can affect how the user signs in, how the mailbox is identified, and how related Microsoft 365 services recognize the account.

Update section

The Update section contains the basic visible profile fields and password management controls for the mailbox user.

1. Display Name defines the visible name shown for the mailbox user in MSPControl and connected Microsoft 365 contexts.
2. Thumbnail Photo allows a profile image to be added or updated for the user.
3. Password allows a new password to be entered manually.
4. Confirm Password confirms the password entered above to prevent accidental password mismatch.
5. Generate Password generates a password automatically instead of requiring the administrator to type one manually.

The Display Name should be kept clear and consistent because it is used in address books, mailbox lists, user search results, and other user-facing places. Password fields should be used only when a password change is intentionally required.

Password and session actions

The General tab includes several direct actions for password and session management.

1. Set Password applies the entered password to the user account.
2. Force Reset Password forces the user to reset the password according to the configured workflow.
3. Send Password Reset Request sends a password reset request to the user.
4. Revoke Sessions revokes active user sessions. This is useful when the user must be forced to sign in again, for example after a security event or password change.
5. Remove Mobile Devices removes mobile device associations for the user.
6. Remove From All Groups removes the user from all assigned groups.

These actions can significantly affect the user’s access. Administrators should confirm the reason before using session revocation, mobile device removal, or group removal, especially for active users.

Two-factor provider and verification

The Two-Factor Provider area controls the user’s two-factor authentication provider and verification state.

1. Two-Factor Provider defines the selected authentication provider for the user. In the screenshot, the selected provider is One-Time Password.
2. Confirmed shows whether the provider or two-factor configuration is confirmed.
3. Reset resets the current two-factor confirmation state or related configuration.
4. Authenticator Verification starts or manages authenticator verification for the user.
5. User not yet verified indicates that the user has not completed the required verification process.
6. Send User Verification Request sends a verification request to the user.

This section is useful when administrators need to manage MFA or verification readiness directly from the mailbox user profile. It helps confirm whether the user has completed the required authentication setup and provides actions to reset or request verification when needed.

Password state and account flags

The General tab includes several fields and checkboxes that control password lifecycle, account status, and reporting behavior.

1. Password Expiration date shows when the user’s password expires. In the screenshot, the value is Never.
2. Password Age shows how long the current password has been in use.
3. Alternate E-mail Address stores an alternate email address for the user.
4. SAM account name stores the SAM account name used in directory-based identity scenarios.
5. Password Never Expires prevents the password from expiring when enabled.
6. User must change password at next logon forces the user to change the password during the next sign-in.
7. Auto Renew Password enables automatic password renewal behavior.
8. Save Password in Password Manager stores the password in the password manager workflow.
9. Disable User disables the user account.
10. Exclude from Room/Shared Mailbox Logon Blocking excludes the user from logon blocking logic that may apply to room or shared mailbox scenarios.
11. Account is locked out shows whether the account is currently locked out.
12. Exclude from inactivity report excludes the user from inactivity reporting.
13. Exclude from Mailchimp syncing excludes the user from Mailchimp synchronization.
14. Exclude From MFA Compliance excludes the user from MFA compliance checks.
15. Allow Legacy Office 365 Protocols allows legacy Office 365 protocols for the user.
16. Ignore Oversized Mailbox excludes the mailbox from oversized mailbox handling or reporting.

These options should be used with care because they can affect security posture, reporting accuracy, synchronization behavior, and account accessibility. Security-related exclusions should always have a clear operational reason.

Scheduled actions section

The Scheduled Actions section allows an administrator to schedule a future disable action for the user.

1. Scheduled Disable Date defines the date and time when the account should be disabled.
2. Schedule Disable creates the scheduled disable action using the selected date and time.

This section is useful for planned offboarding or temporary access scenarios. Instead of relying on a manual reminder, administrators can define when the user account should be disabled in advance.

Contact information section

The Contact Information section stores personal and contact-related details for the mailbox user.

1. First Name stores the user’s first name.
2. Middle Initial stores the user’s middle initial.
3. Last Name stores the user’s last name.
4. External Email stores an external email address for the user.
5. Notes stores administrative notes or additional information about the user.
6. Home Phone stores the home phone number.
7. Pager stores the pager value.
8. Web Page stores the user’s web page address.
9. Birth Date stores the user’s birth date.
10. Hire Date stores the user’s hire date.

These fields help keep directory and contact information complete. They can also support reporting, HR-style review, contact lookup, and lifecycle management.

Service level information section

The Service Level Information section defines the service classification of the mailbox user.

1. Service Level assigns the user to a service level, such as Product Support Only.
2. VIP marks the user as a VIP user.

This section is useful when mailbox users are grouped by support tier, entitlement level, or internal service model. Marking a user as VIP can help identify users who require special attention or elevated support handling.

Company information section

The Company Information section stores job and organizational details for the mailbox user.

1. Job Title stores the user’s job title.
2. Company stores the company name.
3. Department stores the user’s department. The field may allow selecting from a list or entering a custom value.
4. Office stores the office value.
5. Manager assigns the user’s manager.

These fields are useful for directory completeness, reporting, organization charts, approval workflows, and user classification. Manager information is especially important when the organization relies on manager-based notifications, approvals, or reporting.

Location section

The Location section connects the mailbox user to an organization location.

1. Organization Location assigns the user to a location record defined in MSPControl.

Assigning a location helps connect the mailbox user to a physical office, branch, site, or business location. This can be useful for filtering, reporting, user grouping, and location-based administrative workflows.

Address section

The Address section stores the user’s postal and phone contact details.

1. Street Address 1 stores the primary address line.
2. City stores the city.
3. Select Country stores the country value. Required fields are marked with an asterisk.
4. Region (State) stores the region or state.
5. Postal Code stores the postal or ZIP code.
6. Phone Number 1 stores the primary phone number.
7. Extension stores the extension for the primary phone number.
8. Direct Phone stores the user’s direct phone number.
9. Extension stores the extension for the direct phone number.
10. Mobile Phone stores the mobile phone number.
11. Fax stores the fax number.

This section is important for maintaining accurate contact information in the user profile. The values may also appear in directory lookups, reports, or user information exports depending on the organization’s configuration.

Device profile section

The Device Profile section controls whether the user should receive a specific device profile override.

1. Device Profile Override allows the administrator to select a device profile that should override the default behavior for this user. In the screenshot, the selected value is None.

This setting is useful when a specific user needs a different device configuration profile than the one normally applied by organization policy or automation.

Custom fields section

The Custom Fields section provides a dedicated area for additional organization-specific fields. In the screenshot, the section is collapsed, so the individual custom fields are not visible.

This section is useful when the organization tracks extra user metadata that does not fit into the standard contact, company, location, or mailbox fields.

General tab actions

1. Cancel exits the page without saving current changes.
2. Save Changes And Exit saves the updated user and mailbox-related profile settings and returns to the previous page.
3. Save Changes saves changes without leaving the edit mailbox page.

Because the General tab includes both mailbox-related and user-level identity settings, administrators should review changes carefully before saving. Login, password, MFA, account state, location, and group-removal actions can have immediate operational impact for the user.

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