Email / Connect an email to an account

Connect an email to an account

You can connect each ELMA365 account with one email address. To link an email to your account, follow these steps:

  1. Open the User profile settings. You can do it in two ways:
  • Open the Email workspace in the left menu and click Connect Email in the center of the page.

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  • Click your name in the upper right corner of any page in the system and select Settings. In the User Settings window, click Email in the left menu.
  1. Fill out the Connection Settings.

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  • Service*Specify the email service option. You can choose:
    • Name of a standard service: Gmail, Yahoo, Outlook, or Office365.
    • Name of an email with a custom domain, if the administrator has configured the corporate email server parameters.
    • The Other option, to set up email connection with a corporate domain using the SMTP and IMAP protocols. In this case, enter the login and password for the connected SMTP and IMAP server in the Login* and Password* fields. They can be requested from the server administrator.

The list of available options depends on the email service settings established by the system administrator.

  • Login*. If you have selected a standard email service, enter your email login.
  • Password*. If you have selected a standard email service, enter your email password.

Note that the settings of some email services require you to additionally enable access to your inbox via the IMAP protocol.

Example of access settings for Gmail

  1. Write a signature in the Signature settings. It will be displayed at the end of emails you send.

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You can always edit the signature in User Settings > Email.

  1. In the Notifications About New Emails section, you can enable pop-up notifications. To do that, select one of the options from the drop-down list: Notifications on or Notifications off.

To disable ELMA365 notifications about emails on your mobile phone, check the Different settings for the mobile application option and select Notifications off.

In these notifications, you will see the author and the subject of the new email. Click the notification to quickly open the page of the email.

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  1. Click Save.

Your email will be synchronized with the email client. Fifty most recent incoming emails will be loaded into the Email workspace so that you can start using it.

Connection failures

If connection with the IMAP server is disrupted for any reason, a warning next to the email account name will inform you that the settings need to be re-saved. The Reconnect button will be available. Click it to open the email settings page. Click Save to restore the connection. You can also make changes to the settings if necessary.

Disconnect an email

You can delete an email and change the email provider account. All emails imported into the Email workspace will be deleted. Note that if you linked an email with an app item, it will be shown on the item’s page even after you delete the email.

To disconnect an email, open the user settings and select Email in the left menu. At the bottom of the window, click Delete account. The email will be disconnected from the user account, and you will be able to connect another email to it using the instructions above.

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