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Email Settings

Email Settings

Overview

Email Settings allow you to use your own email accounts to send email from AgileCase. You can configure both a specific Email Accounts for each User and also Shared Email accounts which can be chosen for a specific Email Template.

User Email Accounts

By default all users get a ‘built-in’ AgileCase email address. This will be “firstname.lastname@yourcompanyname.agilecase.net”.

If you want your users to use their own Email Address hosted at another provider (for example Gmail or Office365) then you need add it as a "user email account". Either the User can add it within their “My Profile” page or you can do it for them from the "Site Admin -> Email Settings" section.

It should be straightforward from AgileCase settings side after you click "Add Account" within the “User Email Settings” tab - you just need to get the SMTP Email settings from your email service provider and enter them within this screen.

However you may need to enable SMTP support within your email provider side if they disable SMTP support by default.  Here is a guide to how to enable that for some popular Email Providers:

If you have any difficulty adding your Email Account please let us know and we can assist.

Default Server Settings

The default server settings tab allows you to set Email Account details which are defaulted for all new users. This means when you users are added all server settings will be already populated and all they will need to confirm to complete their email setup is their email server Username and Password.

Shared Email Accounts

TBC

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