> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/setup/configuration/email-accounts.md).
# Email Accounts ⛭
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Read first: [Email](/organizer/email.md)
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### 1. Turn on Integrated Email
Check the box at Company>Company Info>Configure>Edit>Use Integrated Email
### 2. Add Email Account
Setup>Configuration>Email>Mail Accounts>New
* Gmail Account
* [Microsoft 365](#_cv5qesgh42li)
* Generic Mail
## Connect Gmail (Google Workspace)
Before you start you’ll need to configure or check the settings in the related Gmail accounts like this:
#### Check that IMAP is turned on
1. Open Gmail and click the ‘Settings’ cog in the top right corner of the screen.
2. Open the Forwarding and POP/IMAP tab and in the IMAP Access section select ‘Enable IMAP’.
3. Save your settings.
Go to Setup>Configuration>Email>Mail Accounts>New Gmail Account
| **Main Information** | |
| ------------------------------------------------ | --------------------------------------------------------------------------- |
| Account Name | A useful name users can relate to i.e. or even Sales |
| Sender Name | i.e, Solutions Engineering Team |
| Sender Email | i.e, |
| **IMAP Server details** | |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Test Connection | Click to test connection works |
| **Default Folder Mappings** | |
| Inbox | Inbox |
| Sent | Sent |
| Draft | Draft |
| Deleted | Trash |
Click 'Save' or 'Create Copy' to speed up setups.
## Gmail Setup Legacy?
Use these instructions to review or modify the 'old' setup.
| **Main Information** | |
| ------------------------------- | --------------------------------------------------------------------------- |
| Account Name | A useful name users can relate to i.e. or even Sales |
| Sender Name | i.e, Solutions Engineering Team |
| Sender Email | i.e, |
| **IMAP Server details** | |
| Email server host | imap.gmail.com |
| Email server port | 993 |
| Secure Authentication | Y |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Use SSL | Y |
| Test Connection | Are your settings correct? |
| I**MAP settings** | |
| Copy message to Sent folder | Why wouldn't you? |
| **Default Folder Mappings** | |
| Inbox | Inbox |
| Sent | Sent |
| Draft | Draft |
| Deleted | Trash |
| **SMTP server account details** | |
| Email server host | smtp.gmail.com |
| Email server port | 465 |
| Secure Authentication | Y |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Match IMAP server credentials | Y |
| Use SSL | Y |
| Use TLS | N (if Y set server port to 587) |
| Test Connection | Are your settings correct? |
## Connect Outlook
See Implement [oAuth for Outlook ](/setup/configuration/email-accounts/oauth-for-outlook-365.md)before you proceed.
Go to Setup>Configuration>Email>Mail Accounts>New Microsoft 365 Account (Corporate)
| **Main Information** | |
| ------------------------------------------------ | --------------------------------------------------------------------------- |
| Account Name | A useful name users can relate to i.e. or even Sales |
| Sender Name | i.e, Solutions Engineering Team |
| Sender Email | i.e, |
| **IMAP Server details** | |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Test Connection | Click to test connection works |
| **Default Folder Mappings** | |
| Inbox | Inbox |
| Sent | Sent |
| Draft | Draft |
| Deleted | Trash |
## Outlook Setup Legacy?
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The following setting are no longer supported by Microsoft. Please see above to connect existing or new mailboxes.
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Use these instructions to review or modify the 'old' setup.
See these links: [Add Outlook account to another Mail app](https://support.office.com/en-us/article/add-your-outlook-com-account-to-another-mail-app-or-smart-device-73f3b178-0009-41ae-aab1-87b80fa94970) and [IMAP, SMTP, POP settings](https://support.office.com/en-us/article/pop-imap-and-smtp-settings-for-outlook-com-d088b986-291d-42b8-9564-9c414e2aa040)
| **Main Information** | |
| ------------------------------- | --------------------------------------------------------------------------- |
| Account Name | A useful name users can relate to i.e. or even Sales |
| Sender Name | i.e, Solutions Engineering Team |
| Sender Email | i.e, |
| **IMAP Server details** | |
| Email server host | outlook.office365.com |
| Email server port | 993 |
| Secure Authentication | Y |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Use SSL | Y |
| Test Connection | Are your settings correct? |
| **IMAP settings** | |
| Copy message to Sent folder | Why wouldn't you? |
| **Default Folder Mappings** | |
| Inbox | Inbox |
| Sent | Sent |
| Draft | Draft |
| Deleted | Trash |
| **SMTP server account details** | |
| Email server host | outlook.office365.com |
| Email server port | 587 |
| Secure Authentication | Y |
| Username | i.e, |
| Password | \*\*\*\*\*\*\*\*\*\*\* |
| Match IMAP server credentials | Y |
| Use SSL | Y |
| Use TLS | Y |
| Test Connection | Are your settings correct? |
Repeat for each mail account you need to connect.
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Use the 'Create Copy' action to speed up the configuration for multiple accounts on the same domain.
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### Enable Worker’s (user) access
You can give users access to up to five email accounts:
Company>Worker>Edit>Login Details>Accessible Email Accounts
### Set up Email templates
See '[Email templates](/setup/email-templates.md)'
### Troubleshooting
**On Google Workplace**
If you get this error message
{% hint style="danger" %}
Error: Unable to get folders list! Probably wrong credentials passed!
{% endhint %}
Check your credentials, settings and spelling. If these are correct go to this address and follow the instructions below:
{% embed url="" %}
Google Security settings
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1. Go to the Google Account for the respective email account
2. Go to "Security" on the left side menu
3. Make sure "Skip Password When Possible" is OFF
4. If the “Application Passwords” section is not available in the Security page, click on the search bar on the top of the page and type: "APP PASSWORD".
5. In the page that will appear, create a new app password.
6. Use the generated password instead of your Gmail Account password in email configuration in SO. **Remember not to copy/paste it directly as it contains spaces that need to be removed.**