Technical Reference

M365 Email Groups, Role Inboxes & Responsibilities
Operational reference for office staff, IT admin, and future volunteers — mailing lists, shared mailboxes, licensing, SOPs, and governance. 
 
 
 Quick Overview 
 SHHA uses two different patterns for email collaboration: 
 
 Pattern Technology Examples 
 
 
 Committee mailing lists 
 Microsoft Groups 
 shha-all@ , csc@ , acc@ 
 
 
 Role-based addresses 
 Shared mailboxes 
 president@ , cscchair@ , accchair@ 
 
 
 

 
 
 Design Principles 
 
 Role continuity over individual ownership — email addresses stay constant when people rotate in/out. 
 Least cost for volunteers — external volunteers do not require paid M365 licenses. 
 Operational traceability — group membership changes trigger Power Automate notifications. 
 Institutional archive — admin@ is included in all groups as a permanent archive recipient. 
 

 
 
 Microsoft Groups (Mailing Lists) 
 Each committee has a Microsoft Group that acts as its mailing list. 
 
 Group Address 
 
 All members shha-all@sandiahomeowners.org 
 CSC csc@sandiahomeowners.org 
 ACC acc@sandiahomeowners.org 
 Others One group per committee 
 
 
 Behavior: Sending to the group distributes to all members. Membership is maintained by staff (primary owner: Anna). External participants can be included. 

 
 
 Shared Mailboxes (Role Inboxes) 
 Only six officer role addresses are shared mailboxes tied to positions, not people: President, Vice President, Secretary, Treasurer, ACC Chair, and CSC Chair. Other committee chairs and task-force leads use their own account and the committee mailing list. 
 
 Role Address 
 
 CSC Chair cscchair@sandiahomeowners.org 
 ACC Chair accchair@sandiahomeowners.org 
 President president@sandiahomeowners.org 
 Vice President vicepresident@sandiahomeowners.org 
 Secretary secretary@sandiahomeowners.org 
 Treasurer treasurer@sandiahomeowners.org 
 
 
 Each incoming officer receives both Full Access and Send As permission through the officer's own licensed SHHA account. Officers cannot log in directly to the shared mailbox and must add it manually in Outlook because it may not appear automatically. For official role correspondence, send from the role mailbox or copy it so the shared mailbox remains the archive. 
 Access model 
 
 People do not log in directly as the role mailbox. 
 Authorized users open the shared mailbox from their own licensed account. 
 Example: phil.krehbiel@sandiahomeowners.org can open accchair@sandiahomeowners.org . 
 
 When leadership changes 
 
 Remove predecessor access. 
 Grant successor access. 
 Keep the role mailbox address unchanged. 
 

 
 
 Archive Mailbox ( admin@ ) 
 
 admin@ is a member of all groups. 
 Purpose: permanent archive and continuity. 
 admin@ is not actively monitored for normal operations. 
 

 
 
 Power Automate Membership Notifications 
 A Power Automate flow sends email notifications whenever group membership changes. 
 
 Provides audit visibility. 
 Alerts staff to unexpected changes. 
 Supports handoffs and troubleshooting. 
 

 
 
 Licensing and External Volunteers 
 
 User type License needed? Capabilities 
 
 External volunteers No Group email delivery, SharePoint guest access 
 Licensed staff / admin Yes (paid M365) Group administration, shared mailbox access, full portal 
 
 

 
 
 Responsibilities Matrix 
 
 Responsibility Primary Backup Notes 
 
 Maintain committee group membership Anna (staff) IT admin Add/remove members, verify accuracy 
 Manage shared mailbox permissions Anna + IT admin IT admin Remove predecessor, add successor 
 Ensure admin@ in all groups IT admin Anna Required for archive continuity 
 Monitor membership-change notifications Anna IT admin Power Automate emails = operational signal 
 Troubleshoot delivery/access issues IT admin Anna Includes mailbox permissions and group settings 
 
 

 
 
 SOP: Add a Person to a Committee Mailing List 
 
 Confirm committee and target group address. 
 Verify whether person is internal staff or external volunteer. 
 Add to the correct Microsoft Group membership. 
 Confirm admin@ remains a member. 
 Verify Power Automate sends membership-change notification. 
 Ask the group owner or new member to test delivery, or send a test message yourself. 
 

 
 
 SOP: Remove a Person from a Committee Mailing List 
 
 Confirm removal request and effective date. 
 Remove member from the Microsoft Group. 
 Verify Power Automate notification is received. 
 If person held one of the six officer roles, check related shared mailbox permissions. 
 

 
 
 SOP: Leadership Transition for Role Inbox 
 
 Identify affected role mailbox (e.g., accchair@ ). 
 Remove outgoing person's mailbox permissions. 
 Grant incoming person's mailbox permissions. 
 Validate that incoming person can open the shared mailbox from their own account. 
 Keep address and historical content in place for continuity. 
 

 
 
 SOP: New Committee Creation 
 
 Create new Microsoft Group for the committee. 
 Add initial committee members. 
 Add admin@ as member for archiving. 
 Ensure membership-change notifications are active. 
 Record the group in the committee/group inventory. 
 

 
 
 Governance Rules 
 
 Every committee must have exactly one official mailing-list group. 
 Every committee group must include admin@ . 
 Shared mailbox addresses represent roles and must not be treated as personal identities. 
 Access to shared role inboxes must be updated promptly on leadership change. 
 Membership changes should be performed by staff owner (Anna) or IT admin only. 
 

 
 
 Recommended Recordkeeping 
 Maintain a simple inventory table (in the wiki or internal operations file) with: 
 
 Committee name 
 Group email address 
 Current chair role mailbox (if applicable) 
 Current permission holders 
 Last membership review date 
 Last updated by 
 
 This makes volunteer/staff handoff much easier. 

 
 
 Common Issues and Checks 

 Person does not receive committee emails 
 
 Member exists in correct Microsoft Group 
 Email address is correct 
 Sender used the correct group address 
 Recent change triggered notification (confirms update happened) 
 

 New officer cannot open role mailbox 
 
 Shared mailbox permission was granted to the person's licensed account 
 User is opening mailbox from their own account context 
 Predecessor access was removed (to avoid confusion) 
 

 Missing archive history 
 
 admin@ is still a member of the affected group 
 Group delivery settings have not been altered 
 

 
 
 Handoff Checklist (Staff / Volunteer Transition) 
 
 Review all committee group memberships for accuracy. 
 Verify all six active officer roles have correct shared mailbox access. 
 Remove stale permissions from former role holders. 
 Confirm admin@ is in every group. 
 Confirm membership-change notification flow is working. 
 Update inventory table and date-stamp the review. 
 

 
 
 Key Contacts and Ownership 
 
 Role Contact 
 
 Group membership owner Anna (staff) 
 Technical owner IT admin 
 Archive mailbox admin@ (not actively monitored) 
 
 
 If ownership changes, update this section immediately. 
 
 Related Resources 
 
 M365 Email Building Blocks — understand the four email patterns (personal mailbox, shared mailbox, mailing list, alias) and when to use each 
 SOP: New Users, Mailboxes & Groups — step-by-step admin procedures for creating users, shared mailboxes, groups, and aliases 
 Office Onboarding Email Templates — copy-and-send messages for the people who receive new access

M365 Email Building Blocks
SHHA uses four distinct patterns for email addresses in Microsoft 365. Before requesting any new address, understand which pattern fits your need. This page is the reference for anyone planning new committees, roles, or special-purpose addresses. 

 The Four Patterns at a Glance 
 
 Pattern What it is Example When to use it 
 
 
 Personal mailbox ; first.last@sandiahomeowners.org 
 A licensed M365 account owned by one person. Has its own login, calendar, OneDrive, etc. 
 anna.smith@sandiahomeowners.org 
 Office staff and IT admins who need to log in to Microsoft 365 and perform admin tasks. Costs a license. 
 
 
 Shared mailbox ; role@sandiahomeowners.org 
 A mailbox tied to a position , not a person. Multiple licensed users can open it from their own account. Retains full email history across holders. 
 president@sandiahomeowners.org ; cscchair@sandiahomeowners.org 
 Only one of SHHA's six officer roles: President, Vice President, Secretary, Treasurer, ACC Chair, or CSC Chair. Each officer receives Full Access and Send As through the officer's own licensed account. 
 
 
 Mailing list (Microsoft Group) ; committee@sandiahomeowners.org 
 A distribution group. Email sent to the address is delivered to every current member — including external guests who have no M365 license. 
 csc@sandiahomeowners.org ; shha-all@sandiahomeowners.org 
 Any group of people who need to receive the same email. Most committees have one. No license cost for external members. 
 
 
 Alias ; (additional address on an existing mailbox or group) 
 An extra email address that delivers to an existing mailbox or group. Not a separate mailbox — just an alternative address for the same destination. 
 wildfire@sandiahomeowners.org → delivers to the ESC group or a specific shared mailbox 
 One-off or special-purpose addresses (task forces, events, topical inboxes) where you do not need a separate mailbox with its own history. Use when you want a memorable address that maps to something that already exists. 
 
 
 

 Which Pattern Do I Need? 
 Walk through these questions when planning a new email address: 
 
 Does one specific person need to log in to M365 and perform admin tasks? 
 Yes → Personal mailbox (requires a license; talk to IT admin) No → continue 
 
 Does the address need its own persistent inbox that survives personnel changes? 
 Yes → Shared mailbox No → continue 
 
 Does the address need to deliver to a group of people? 
 Yes → Mailing list (Microsoft Group) No → continue 
 
 Do you just need a convenient address that routes to an existing mailbox or group? 
 Yes → Alias on the appropriate existing mailbox or group No → talk to IT admin to figure out the right approach 
 
 

 Combining Patterns 
 For a committee or task force, the normal setup is: 
 
 What Pattern Typical result 
 
 Committee mailing list Microsoft Group One address that reaches all current members, including external volunteers 
 Committee documents SharePoint site One group-owned Documents library for the committee record 
 Friendly alias (optional) Alias on the group An additional memorable address that routes to the group 
 Officer role inbox (only when applicable) Shared mailbox One of the six officer addresses; never a general chair or task-force mailbox 
 
 
 You generally do not need to create personal mailboxes for volunteers. External volunteers receive group email at their personal addresses (Gmail, Yahoo, etc.) and use SharePoint in a browser. 

 Archive Rule 
 Every mailing list (Microsoft Group) must include admin@sandiahomeowners.org as a member. This is the archive account that preserves all committee email for continuity and records. It is not monitored for support. 

 Cost Summary 
 
 Pattern License cost 
 
 Personal mailbox Requires a paid M365 license 
 Shared mailbox Free (up to 50 GB; no license unless it exceeds the limit) 
 Mailing list (Group) Free 
 Alias Free (added to an existing mailbox or group) 
 
 

 Where to Go Next 
 
 Need to create a new user or shared mailbox? See SOP: New Users, Mailboxes & Groups . 
 Need to tell someone what to do next? Use Office Onboarding Email Templates . 
 Need to add/remove members from an existing group? See the SOPs in M365 Email Groups, Role Inboxes & Responsibilities . 
 Not sure what you need? Email ithelp@sandiahomeowners.org with a description of the goal and IT admin will recommend the right pattern.

SOP: New Users, Mailboxes & Groups
This SOP is written for SHHA staff who are comfortable with basic Microsoft admin work and need a reliable step-by-step process for setting up new groups, shared mailboxes, and related addresses. 
 Start here every time: admin.microsoft.com 

 
 Quick Start: What Are You Trying to Set Up? 
 
 If you need... Go to this section 
 
 A new task-force or committee mailing address that sends to all members SOP A: Create a Microsoft 365 Group (Mailing List) 
 A SharePoint document site for a new committee or task force SOP: Create a Committee SharePoint Site 
 A shared mailbox for one of the six officer roles SOP B: Create a Shared Mailbox 
 A friendly one-off address like wildfire@sandiahomeowners.org SOP C: Add an Alias 
 An internal staff account with first.last@sandiahomeowners.org login SOP D: Add a Licensed User 
 An external volunteer using Gmail/Yahoo/etc. SOP E: Add an External Guest 
 
 

 
 Task Force Fast Path (Most Common New Setup) 
 For a new short-term task force, the normal pattern is: 
 
 Create a Microsoft 365 Group for the task-force mailing list. 
 Add members (including external guests) and always include admin@sandiahomeowners.org . 
 If the request is for one of the six officer roles, use SOP B for the role mailbox. Ordinary committee chairs and task-force leads do not get shared mailboxes. 
 Add an optional Alias (for example, wildfire@sandiahomeowners.org ) if a friendlier address is useful. 
 Confirm the Microsoft 365 group-connected SharePoint site exists; do not create a duplicate. 
 Configure document permissions using SOP: Create a Committee SharePoint Site and send members the Committee SharePoint Guide . 
 Test email delivery, update the Quick Links directory, and send the New Committee Or Task Force email if this is a new group. 
 
 If you only need one address that emails the whole task force, do SOP A only. 

 
 SOP A: Create a Microsoft 365 Group (Mailing List) 
 Use this for: any committee/task-force address that should email all members. 
 Menu path: admin.microsoft.com → Teams & groups → Active teams & groups → Add a group 

 Step-by-step 
 
 Open admin.microsoft.com and sign in. 
 In the left menu, click Teams & groups . 
 Click Active teams & groups . 
 Click Add a group . 
 Select Microsoft 365 as the group type, then click Next . 
 Enter:
 
 Name : Full task-force name (example: Wildfire Preparedness Task Force) 
 Description : Short purpose statement 
 
Click Next . 
 Add at least one Owner (usually office staff), then click Next . 
 Set:
 
 Group email address (example: wildfiretf → wildfiretf@sandiahomeowners.org ) 
 Privacy : usually Private 
 Leave "Create a team for this group" off unless Teams is explicitly needed 
 
Click Next then Create group . 
 After the group is created, open the new group and go to its Settings pane. 
 Required: check Let people outside the organization email this team . 
 Required: check Send copies of team emails and events to team members' inboxes . 
 Go to Members → Add members . 
 Add all task-force members (internal and external as available). 
 Required: Add admin@sandiahomeowners.org as a member for archive continuity. 
 Send a test email to the new group address and confirm delivery. 
 Send the New Committee Or Task Force email after the group, membership, and any SharePoint site are tested. 
 
 Test after every change: whenever membership or a group setting changes, test the group again. You can add yourself temporarily, send a test message, and remove yourself afterward. If external delivery matters, you can also add a personal Gmail account temporarily, test it, and remove it when finished. 

 Done checklist 
 
 Group exists 
 Owners added 
 All members added 
 External email enabled 
 Inbox delivery enabled 
 admin@ added 
 Test email delivered after setup and after any later change 
 

 
 SOP B: Create a Shared Mailbox (Six Officer Roles Only) 
 Use this only for: President, Vice President, Secretary, Treasurer, ACC Chair, or CSC Chair. Shared mailboxes are a little fussy to administer, but officer history is important enough that SHHA keeps it this way. 
 Do not use this for: ordinary committee chairs, task-force leads, external volunteers, or general committee communication. Use the person's own account and the committee Microsoft Group instead. 
 Menu path: admin.microsoft.com → Teams & groups → Shared mailboxes → Add a shared mailbox 

 Step-by-step 
 
 Confirm the role is one of the six officer roles above. If it is any other chair or lead, stop and use the committee mailing-list procedure. 
 Click Add a shared mailbox . 
 Enter the role name and address, such as president@sandiahomeowners.org . 
 Save the mailbox, then open its details and choose Members → Edit → Add members . 
 Add the incoming officer's licensed @sandiahomeowners.org account. 
 Grant that account both Full Access and Send As . These are separate permissions; grant both. 
 Send the Officer Shared Mailbox Access email with the direct role address and the wiki link. 
 Ask the officer to sign in to Outlook with their own account and manually add the shared mailbox. It will not appear automatically in every Outlook setup. 
 Test that the officer can open the mailbox, read an incoming test message, and send with the role address in the From field. 
 Tell the officer to send official role correspondence from the role mailbox or copy it. The shared mailbox is the role's archive; a personal inbox is not. 
 

 Important notes 
 
 The officer does not log in directly to the shared mailbox. There is no separate shared-mailbox password to give them. 
 For current Outlook instructions, see Open and use a shared mailbox in Outlook . 
 For a change of officer, remove the outgoing officer's permissions, grant the incoming officer both permissions, and test again. 
 

 
 SOP C: Add an Alias (One-Off Friendly Address) 
 Use this for: addresses like wildfire@sandiahomeowners.org that should route to an existing group or mailbox. 
 Menu path: admin.microsoft.com → select target group/mailbox → Email aliases / Email address settings 

 Step-by-step 
 
 Decide destination first: should alias route to the group or the shared mailbox ? 
 For group destination:
 
 Go to Teams & groups → Active teams & groups . 
 Select the group. 
 Open email settings and add alias address. 
 
 
 For shared mailbox destination:
 
 Go to Teams & groups → Shared mailboxes . 
 Select mailbox. 
 Open email settings and add alias address. 
 
 
 Save changes. 
 Send test email to alias and verify it arrives in the expected destination. 
 

 
 SOP D: Add a New Licensed User (Internal Staff) 
 Use this for: staff/admin accounts that need a personal Microsoft login ( first.last@sandiahomeowners.org ). 
 Menu path: admin.microsoft.com → Users → Active users → Add a user 

 Step-by-step 
 
 Go to Users → Active users → Add a user . 
 Enter name and username ( first.last format). 
 Generate temporary password and require password change at first sign-in. 
 Assign correct M365 license. 
 Finish adding user. 
 Add user to appropriate groups/shared mailbox access as needed. 
 Send the New Internal Staff User email after testing the account. 
 

 
 SOP E: Add an External Guest (Volunteer) 
 Use this for: most volunteers; avoids paid license cost. 
 Menu path: admin.microsoft.com → Users → Guest users (or Entra invite flow) 

 Step-by-step 
 
 Invite external user with personal email address. 
 Ask them to accept Microsoft invitation email. 
 After acceptance, add them to needed Microsoft Groups. 
 Verify they receive test group email. 
 Send the New External Volunteer email after testing access. 
 

 
 Send The Onboarding Email 
 After setup and testing are complete, choose the matching message from Office Onboarding Email Templates . Replace every placeholder and test every link before sending. 

 Final Validation (Do This Before You Tell the Office Contact Setup Is Complete) 
 
 Group email tested 
 Shared mailbox tested (if created) 
 Alias tested (if created) 
 admin@ included in group 
 Quick Links directory updated with new addresses 
 Office contact told setup is complete 
 

 
 Where To Go Next 
 
 M365 Email Building Blocks for choosing the right pattern first 
 M365 Email Groups, Role Inboxes & Responsibilities for governance and handoff rules 
 SOP: Create a Committee SharePoint Site for document-library setup and permissions 
 Quick Links & Directory to keep the address list current

SOP: Create a Committee SharePoint Site
Audience: SHHA office staff and IT administrators. This is not a committee-member task. 
 Goal: connect an existing committee Microsoft 365 group to its group-owned SharePoint document library, keep site-page administration with office staff, and give committee members read/write access to documents. 

 Before You Start 
 Write down these values before opening Microsoft 365: 
 
 Committee name The full display name 
 Microsoft 365 group The existing group/mailing-list name 
 Group email The committee mailing-list address 
 Expected site address https://shha.sharepoint.com/sites/[GROUP-NAME] 
 Office owners Primary and backup office/admin accounts 
 
 The finished site should be Private . Office staff are Owners / Full Control. Committee members have Contribute access to documents and do not administer the home page. 

 Step 1: Find The Existing Group-Connected Site 
 A Microsoft 365 group normally provisions a connected SharePoint team site. If the mailing list already exists, do not begin by creating another site or group . 
 
 Try https://shha.sharepoint.com/sites/[GROUP-NAME] . 
 If that does not open, go to admin.microsoft.com → Show all → Admin centers → SharePoint . 
 Open Sites → Active sites . 
 Search for both the committee's full name and group name. 
 In the Microsoft 365 admin center, open Teams & groups → Active teams & groups , select the group, and confirm its type is Microsoft 365 . 
 
 If the group-connected site appears in Active sites, open it and continue. 
 If the Microsoft 365 group exists but no connected site can be found: do not create a similarly named standalone site. Recheck that the group is a Microsoft 365 group and search the SharePoint admin center's Active sites by both the group name and the full committee name. If the site is still not listed, record the group name and leave site setup pending until Microsoft finishes provisioning it. A duplicate would separate mailing-list membership from document access. 

 Step 2: Confirm Office Staff Are Owners 
 
 In the SharePoint admin center, open Sites → Active sites . 
 Select the committee site. 
 Select Membership . 
 Confirm the primary and backup office/admin accounts are Owners or site admins. 
 Add a backup office/admin owner if needed. 
 Do not make the committee chair or ordinary committee members Owners. 
 
 Owners may edit the home page, navigation, permissions, and site settings. Keep that role with office staff. 

 Step 3: Give Members Document Access Without Site Editing 
 Microsoft normally gives group-connected team-site members Edit permission. SHHA uses Contribute so members can work with documents without managing lists or editing the site page. 
 
 Open the committee SharePoint site. 
 Select Settings → Site permissions . 
 Select Advanced permissions settings . 
 Select the SharePoint group whose name ends in Members . Do not select Owners or Visitors. 
 Select Edit User Permissions . 
 Clear Edit . 
 Select Contribute . 
 Select OK . 
 
 Do not remove the committee Microsoft 365 group from the site. Group membership keeps the mailing list and document access synchronized. 

 Step 4: Keep The Site Simple 
 A team site already includes a default Documents library. Do not create a second Documents library. 
 
 Open Documents and confirm it works. 
 Create a folder named Documents Shared with Board . 
 If folder colors are available, apply the standard SHHA committee-folder color. 
 Edit the left navigation and remove unused links. Keep the useful experience limited to Home and Documents . 
 Do not delete the system Site Pages library; it supports the home page. 
 

 Step 5: Make The Home Page Minimal 
 Only office staff should edit the home page. 
 
 From the home page, select Edit . 
 Use the committee's full name as the title. 
 Add: “Use the Documents library for committee files and enduring reference materials.” 
 Add or keep an obvious link to Documents . 
 Remove unnecessary news, activity, and decorative web parts. 
 Republish the page. 
 

 Step 6: Add The Library To Office OneDrive 
 This is only for internal office users with SHHA Microsoft accounts. External users should never use OneDrive for committee documents; they use SharePoint in their browser. 
 
 Sign in as the office user who needs the shortcut. 
 Open the committee SharePoint site and then Documents . 
 Select Add shortcut to OneDrive or Add shortcut to My files . 
 Open that user's OneDrive and confirm the committee folder appears under My files . 
 If the desktop OneDrive app is used, confirm the shortcut appears on that computer. 
 Repeat while signed in as each internal office user who needs the shortcut. 
 
 The shortcut points to the group-owned SharePoint library. It does not copy files into a personal OneDrive. 

 Step 7: Test With An External Member 
 
 Ask one existing external group member to open the committee SharePoint site using the same personal email address that received the Microsoft invitation. 
 Confirm the member can open Documents . 
 Have the member upload a temporary file named TEST - delete me . 
 Confirm the member can edit, rename, move, and delete the test file. 
 Confirm the member cannot edit the home page, navigation, permissions, or membership. 
 Confirm someone outside the group cannot open the private site. 
 Remind the external tester to bookmark the SharePoint site and not use OneDrive. 
 

 Step 8: Publish The Member Instructions 
 
 Send members the Committee SharePoint Guide . 
 Add the committee mailing list and SharePoint URL to Quick Links & Directory . 
 Tell external members to bookmark the SharePoint site. Do not give them OneDrive instructions. 
 Send the matching New Committee Or Task Force or New SharePoint Site For An Existing Committee email. 
 

 Final Checklist 
 
 Existing group-connected site found; no duplicate created 
 Site is Private 
 Office staff are Owners / Full Control 
 Committee members use Contribute permissions 
 Documents library works 
 Documents Shared with Board folder created 
 Home page and navigation simplified 
 Office-user OneDrive shortcuts added separately 
 External member document test passed through SharePoint 
 External member cannot edit the site page 
 Directory updated 
 General member guide sent 
 Matching onboarding email sent 
 

 Microsoft References 
 
 Create a team site in SharePoint 
 Manage sites in the SharePoint admin center 
 Permission levels in SharePoint 
 Add shortcuts to shared folders in OneDrive