Email Accounts ⛭
Connect and configure email accounts
Company>Company Info>Configure>Edit>Use Integrated Email ☑
Setup>Configuration>Email>Mail Accounts>New Email Account
Before you start you’ll need to configure or check the settings in the related Gmail accounts like this:
- 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 | |
Email server host | smtp.gmail.com |
Email server port | 465 |
Secure Authentication | Y |
Username | |
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? |
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.
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 | |
Email server host | outlook.office365.com |
Email server port | 587 |
Secure Authentication | Y |
Username | |
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.
Use the 'Create Copy' action to speed up configuration for multiple accounts on the same domain.
You can give users access to up to five email accounts:
Company>Worker>Edit>Login Details>Accessible Email Accounts
See 'Email Templates'
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 8mo ago