This lesson will show you how to edit your personal email settings on AgileCase.
Accessing personal email settings
To access your personal e-mail settings, click the "E-Mail Settings" button under "Personal" on the settings menu.
Adding an email
This page will allow you to add a personal email for you AgileCase user account.
The Username field should be filled in with your Email account name and your passwords should match those of that account.
In this example we are using a Gmail account so the sever name will be "smtp.gmail.com"and the port will be "25" which is a universal port for gmail.
You can also toggle your email settings on this page. You can enable SSL and set the system to always BCC you, allowing the system to send emails on your behalf enables this account for AgileCases automated email functionality.
Once you are finished making your changes, click "Save Changes" to set this account as your personal email address.
Email confirmation
After clicking "Save Changes" you will be prompted to enter an email address to send a test email to. If this is sucessful you will recieve this message and your account will be ready to use. Any you send via the system will now be sent from this address.
If you have any problems adding an email account to AgileCase, do not hesitate to contact us on sales@agilecase.com