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Add or edit mail types for your project

As the project owner you can decide which mail types are available for organizations on your project.

Required permissions
Edit project settings

Project roles ensure each organization can only use types and statuses that are specific to their job. This means they cannot accidentally use the wrong mail, document, or package type when creating information.

Users may be able to manage their own mail types but you can prevent them from changing this setting.

  1. From the main navigation menu, click Setup and select Project Settings.
  2. Click Project Role Settings.
  3. Find the organization you want to update mail types for, and click the role that's selected for them.

Tip!

In this example, we want to give more mail types to the Architect so we've clicked the Consultant role.

  1. Select the Mail Types tab and click the Show All checkbox in the bottom-left corner. This displays the full list of available mail types.

  1. Find the mail type you want to add, and click on it in the list.

  2. Click the right-pointing arrows to add the mail type to the role.

  1. Click OK to save your changes. The mail type will now be available to use for organizations assigned to that role.

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