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Email Accounts ⛭
Connect and configure email accounts
1. Turn on Integrated Email
Company>Company Info>Configure>Edit>Use Integrated Email ☑
2. Add Email Account
Setup>Configuration>Email>Mail Accounts>New Email Account
For Gmail
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.On your device 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.
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
Solutions Engineering Team
Sender Email
IMAP Server details
Email server host
imap.gmail.com
Email server port
993
Secure Authentication
Y
Username
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
Repeat for each mail account you need to connect.
Use the 'Create Copy' action to speed up configuration for multiple accounts on the same domain.
For Outlook
Main Information
Account Name
A useful name users can relate to i.e. [email protected] or even Sales
Sender Name
Solutions Engineering Team
Sender Email
IMAP Server details
Email server host
outlook.office365.com
Email server port
993
Secure Authentication
Y
Username
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
Repeat for each mail account you need to connect.
Use the 'Create Copy' action to speed up configuration for multiple accounts on the same domain.
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'
Troubleshooting
On Google Workplace
If you get this error message
Error: Unable to get folders list! Probably wrong credentials passed!
Check your credentials, settings and spelling. If these are correct go to this address:
https://myaccount.google.com/u/1/security
myaccount.google.com
Google Security settings
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.
Last modified 3mo ago