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Configure Email Settings per User

To configure email settings per user:

  1. Navigate to System > User Management > Users in the main menu.

  2. For the necessary user, hover over the More Options menu at the end of the row and click to start editing the configuration.

  3. Click System Configuration > General Setup > Email Configuration in the panel to the left.

    Important

    To change your own email configuration settings:

    1. Click on your username on the top right.
    2. Click My Configuration.
    3. Follow the steps described below.
  4. On the Email Configuration page, define options applied to all the emails in the application.

    Note

    To change any of the system-wide options, clear the Use Organization check box first.

    • Signature — Add a signature to the emails.
      • Signature Content — Specify the text and formatting of your signature. Bby default, the email signature body is empty.
      • Append Signature to Email Body — Define whether a signature must be added automatically or manually.
    • Email Synchronization Settings — provide the following details to configure your personal mailbox:
      • Enable IMAP — Select the check box to enable retrieving email messages
      • IMAP Host — Provide the IMAP Host, e.g. imap.gmail.com
      • IMAP Port — Provide the IMAP Port, e.g. 993
      • Encryption — Select the encryption type, SSL or TSL.
      • Enable SMTP — Select the check box to enable sending messages
      • SMTP Host — Provide the SMTP host, e.g. smtp.gmail.com
      • SMTP Port — Provide the SMTP port, e.g. 587
      • Encryption — Select the encryption type, SSL or TSL.
      • User — Provide your email address
      • Password — Provide your password

    Click Check Connection/Retrieve Folders. After successful connection, a list of folders will be loaded. Check the folders that you wish to be synchronized (e.g. Inbox).

    As an example, we have synchronized a Gmail mailbox with OroCRM, having previously turned on access for less secure apps. More details on how to synchronize your Gmail and turn on access for less secured apps can be found here and here.

    Email synchronization settings configuration on the user level
    • Email ThreadsDisplay Email Conversations As and Display Emails In Activity Lists As define how emails and replies are displayed to the users, as threads or separately. Two options are available: threaded and non-threaded.
    • Reply — Define which button will be displayed as the default one: Reply is available by default with the Forward and Reply all options in the dropdown. The settings can be changed to have Reply all displayed at the top.
  5. Click Save Settings.

Related Topics

Browse maintained versions:3.01.122.02.32.6

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