# Email Accounts ⛭
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Read first: [Email](https://helpwith.salesorder.com/organizer/email)
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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 ](https://helpwith.salesorder.com/setup/configuration/email-accounts/oauth-for-outlook-365)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](https://helpwith.salesorder.com/setup/email-templates)'
### Troubleshooting
**On Google Workplace**
If you get this error message
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Error: Unable to get folders list! Probably wrong credentials passed!
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Check your credentials, settings and spelling. If these are correct go to this address:
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Google Security settings
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And follow this pathway to change your security settings. Your connection from Salesorder to your email **will still be secure.** Less secure in this context, means you are not using dual authentication.
