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Knowledge Base

How Do I Manage Resources in Cloud Mail?

Important: This article applies to customers with Cloud Mail. Please check out How Do I Determine My Email Platform? to know your email version

Overview

Resources are devices or rooms that you can add to appointments. Aside from participant conflicts, resource conflicts should not be ignored in appointments. You cannot add resources already booked for other appointments when creating appointments.

For instructions on adding resources to appointments, please see How Do I Create Appointments in Cloud Mail? and select Adding Participants or Resources from the options.

In this article, we will discuss:

How to Create New Resources

To create a new resource, follow these steps:

  1. Once logged in to Cloud Mail, click the Settings icon, then select All settings.

All settings link

  1. Scroll down and select Resources, then click the Create new resource button.

Create new resource button

  1. Enter a Resource name, Description, and Mail address.
    • Name – Add the device or room name in this field.
    • Email address – Enter the email address assigned to the device or room in this field.
    • Description – Add a description of the device or room in this field.

Create new resource form

  1. Toggle the Booking behavior you want to set for this resource, then click Create.

You have created a new resource you can add to appointments.

 

How to Edit Existing Resources

To edit a resource, follow these steps:

  1. Once logged in to Cloud Mail, click the Settings icon, then select All settings.

All settings link

  1. Scroll down to Resources and choose a resource to edit. Click the pencil icon on the pop-up to start editing the selected resource.

Edit icon

  1. Update the Edit resource form, then click Save.

Edit resource form

You have edited an existing resource.

 

How to Delete Existing Resources

To delete a resource, follow these steps:

  1. Once logged in to Cloud Mail, click the Settings icon, then select All settings.

All settings link

  1. Scroll down to Resources and choose a resource to remove. Click the trash can icon in the pop-up to delete the selected resource.

Delete icon

  1. Click the Delete resource button.

Delete resource button

You have deleted an existing resource.

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